Page 9 - Ram Prasad Sahu

New launches, cash flows to back rally in Oberoi Realty; stock climbs 29%

The recent trigger has been the launch of its Kolshet project (Thane) called Forestville in November

Thai acquisition offers additional growth engine for Devyani International

Indian QSR chain expands international presence by buying firm that runs KFC outlets in Thailand

Rural penetration, capacity gains to drive Varun Beverages' growth

The double-digit growth of the company is better than FMCG peers

Festivals, weddings may struggle to liven up paint firms' prospects

But lower commodity prices are likely to support margins

Muted demand, cautious outlook dampens Page Industires' turnaround hopes

The company posted an 8 per cent decline in revenues both over the year-ago quarter as well as on a sequential basis in the September quarter

Order backlog and pipeline offer strong revenue visibility for BEL

In the medium term, brokerage firms also highlight a robust pipeline prospect for the PSU

China challenge for Indian agrichemicals firm PI Industries

One positive from PI Industries' perspective is the diversification of its revenue base into pharmaceuticals

HUL's growth checkout: Navigating the low-volume aisle in Q3 FY24

Facing a 7% dip against a soaring Sensex, FMCG major's stock outlook raises caution, with investors eyeing volume recovery, pricing manoeuvres, and margin dynamics for cues

Multiple tailwinds likely to reverse REIT underperformance in markets

Commercial real estate players, especially large asset owners such as Embassy, Mindspace, Brookfield and DLF, were bearing the brunt of vacancies in SEZ space

New orders, improving execution to boost Hindustan Aeronautics' prospects

DAC's Rs 2.23 trillion proposal approval likely to pay rich dividends to HAL

Gradual recovery ahead for specialty chemicals sector: Brokerages

For the September quarter, the sector's operating and net profits dropped 18 per cent and 25 per cent over the year-ago quarter

Wired for growth: Strong outlook fuels EMS players' success circuit

The sector saw a dual dynamic in Q2 - revenue growth acted as a current of strength, yet profit margins faced resistance

Margin gains likely to further boost Aster DM Healthcare stock price

The company had been keen to sell the stake in the GCC business for some time now given a hypercompetitive environment, lower growth (a third of the India business) and lower margins

Warning Letter for Pithampur SEZ facility remains an overhang for Cipla

While some brokerages believe that the issue could escalate and be detrimental for Cipla, others believe that the Warning Letter was on expected lines and the impact may not be meaningful

New businesses to boost growth momentum of Tata Consumer Products

Brokerages favour the stock, citing promising growth prospects and justified rich valuations

No material catalysts visible for re-rating of Bosch stock: Motilal Oswal

One way that the company can improve margins is by increasing the localisation content

FY24 earnings makeover: IndianOil to MRF, companies rewrite profit playbook

Q2 of 2023-24 saw a profit metamorphosis as standout firms marked the biggest earnings upgrades

From Bajaj to TVS, two-wheeler makers hit full throttle on growth prospects

While demand woes continued to plague the export market, growth was largely on the back of domestic demand

Market share gains, margins and store network expansion to support Titan

Valuations may continue to trade at a premium

Market share gains, margins and store network expansion to support Titan

The company delivered a better than expected performance in Q2FY24 on the back of healthy revenue growth and expansion in operating profit margins