Ram Prasad Sahu

Policy change, seasonal uptick to drive gains for United Spirits stock

The higher revenue is on account of changed policy in Andhra Pradesh, new launches and a higher share of the premium segment in the product mix

Eicher Motors to Maruti Suzuki: Auto stocks race on December sales boost

Eicher Motors said it has launched some category-defining motorcycles through the year and it is encouraging to see the response to its recently launched motorcycles both in India and int'l markets.

Strong demand outlook to benefit Mumbai-based real estate players

For the nine-month period (April to December 2024), 1.04 lakh units were registered. This was 9 per cent more on a Y-o-Y basis and was valued at Rs 1.56 trillion

FMCG major Marico likely to outperform peers in H2FY25 on brands' growth

Nuvama Research is bullish on the company and expects growth to improve to double digits in H2FY25 as compared to 8 per cent growth in Q2

Jubilant FoodWorks' healthy growth offset by margin, valuation concerns

The company continues to outperform its peers even in a soft demand environment and analysts believe it will maintain its sales momentum even in the second half of FY25

Hotel stocks hit record highs, driven by strong growth expectations

- A 5x returns upgrade: Hotel stocks trump Nifty 50 - Luxury margins boost: 100-150-bp hike likely

Building materials hit a wall in Q2, recovery to lay bricks in FY26

Demand and margins set for slow rebuild, helping valuations cement stronger base

Nomura thumbs up Dixon as co starts making Google Pixel; stock hits record

Brokerages positive on stock; company expected to emerge as major player in India's smartphone manufacturing by FY27

Highrise hopes: Setting realty's H2 revival in stone, brick by brick

A solid launch pipeline lays the groundwork to close the cracks of H1FY25

Valuations and margin moderation likely to cap upsides for Colgate

The company's focus on driving premiumisation in oral care and building the personal care portfolio could drive long-term performance, says the brokerage

Premium focus, margin rise to drive profits for appliance maker Crompton

Channel expansion initiatives and new launches aided the growth in mixers and grinders which are part of the small domestic appliances segment

Premium portfolios to serve neat margin gains for liquor companies

Profits, uncorked: A spirited blend of festivals and weddings to pour strong growth in FY25's second half

Strong order book to stand defence major Bharat Electronics in good stead

The company has retained its topline growth guidance of 15 per cent in FY25 and expects a 15-17.5 per cent growth in the coming five years, expected to be led by defence, exports, and services

AC major Voltas margins need to match growth trajectory for further gains

The near-term positive for the company is the performance of its unitary cooling products or UCPs in Q2. It expects similar growth in the coming quarters

Q2FY25 corporate earnings split sectors between strong growth and slowdowns

Four of the 10 largest sectors - oil & gas, automotive, power, and FMCG - saw year-on-year profit declines, while six sectors posted double-digit earnings growth

EPS forecasts: Here are the biggest winners and losers for FY25 and FY26

Generally underwhelming Q2FY25 results pushed the earnings per share (EPS) downgrade-to-upgrade ratio to 2.14, dampening market sentiment.

Near-term demand woes to keep Samvardhana's margins under pressure

The company's operating profit margin slipped by 80 basis points on a sequential basis to 8.8 per cent and was lower than street expectations

Better demand trends upgrade Indian Hotels Company to profit suite

Management credits demand-supply gap, shifting demographics for hitting the 'suite spot'

Supreme Ind stock dips on weak Q2; brokerages lower earnings estimates

PVC resin saw a 19 per cent rise during the June quarter, which was followed by a 17 per cent fall in July and August

Place your bets on mid, largecaps as they await fireworks in Samvat 2081

Ram Prasad Sahu lists top picks by brokerages for Samvat 2081