Compass

Rising competition putting pressure on stocks of Avenue Supermarts

While the earlier QCom players offered a price advantage to DMart, Flipkart Minutes and Amazon Tez are slightly below DMart on price, while pushing QCom convenience

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

Strong Q2 performance, growth outlook drive gains for Info Edge stock

In its pre-quarter update, Info Edge had already disclosed a 14.3 per cent Y-o-Y growth in standalone billings, highest in the last 6 quarters

Premium valuations likely to cap upsides for Indian Hotels' stock

The company expects revenue per available room (RevPAR) growth to remain strong, with like-for-like RevPAR to grow in high single digits

Domestic and pharma businesses, lower guidance to weigh on PI Industries

Given healthy reservoir levels and late withdrawal of monsoon, the agricultural sector should see demand recovery, while pharma is also positioned for recovery

Volume growth for NMDC to remain robust in H2 with environmental clearances

Steady increase in domestic demand, a strong balance sheet and moderate valuations are all positives

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

Hindalco poised for growth with expansion, robust operational results

The ongoing capex in Novelis would establish it as the global leader in beverage cans and automotive. The management does not see further capex increase

Demand and margin gains ahead for agrochemicals manufacturer UPL

UPL reported revenue of Rs 11,090 crore in 2QFY25, up 9 per cent Y-o-Y, with volume growth of 16 per cent offsetting price decline of 7 per cent

Strong growth, margin metrics could support LIC's stock valuations

The management aims for a positive growth trajectory in the par segment and expects strong growth to continue in the non-par segment

Volume growth, margins lead to earnings upgrade for Page Industries

Demand improved sequentially and uptick during the festival season helped liquidate trade inventory by three days

Higher volumes, profitability gains boost Gail's Q2FY25 performance

GAIL plans to add 80 new compressed natural gas (CNG) stations and 120,000 new domestic piped natural gas or PNG connections in next two years

Capacity expansion may drive gains for CG Power and Industrial Systems

Management expects power transformer capacity to reach 35k MVA by March 2025 and shared plans to take it to 40k MVA

Margin pressure ahead as city gas distribution majors continue to struggle

Given the weak demand, and lower price arbitrage versus petrol/ diesel, and upcoming Assembly elections, price increases will be gradual, hitting margins across H2FY25

Bajaj Auto shares hit by mixed Q2 results, weak festive season outlook

Stock slumps over 13% on weak Q2 results, subdued festive demand outlook

Company to double business every 3 years, says Compass Group's Chawla

Compass Group India, part of British multinational contract food service and facility management services provider Compass Group PLC, is looking to double its business every three years in the country -- a key growth market. Besides, the company which has recently acquired ICS Foods is "very open to look" for more such opportunities to broaden its play here, said Compass Group India Managing Director Vikas Chawla. The company, which is expanding its play into food catering opportunities, is focusing on clients from manufacturing, education and healthcare sectors, and aims to corner "above the double-digit mark" in market share in the next five years. In the next three years, Compass Group India aims to serve over two million meals per day and increase its footprint across 600 client locations, reinforcing its leadership in the food and support services sector, he added. "If we expand at the rate of 20-plus per cent, which we want to do, I sense that we would double our business eve

New launches, improving cash flows a positive for top realty players

New launches of gross development value (GDV) of Rs 1.52 trillion are in planning, and current inventory is Rs 1.47 trillion

Near term demand concerns ahead for Samvardhana Motherson's stock

While the brokerage is watchful of global growth slowing down, it expects inorganic growth to aid in the outperformance of Samvardhana Motherson

Double digit growth and rural revival positive for Marico's stock

Marico's Q1FY25 consolidated revenue grew 6.7 per cent Y-o-Y to Rs 2,640 crore, while operating profit rose 9.1 per cent Y-o-Y to Rs 630 crore