Page 5 - Compass

Higher demand could offset competitive pressures for housing finance cos

Can Fin Homes would see credit costs normalize after it took a provision of Rs 40 crore for fraud in Q2FY24 but net profit may fall by 5.0 per cent QoQ to Rs 1,390 crore

Polycab India's stock sees 21% rout on allegations of tax evasion

Company refutes allegations; stock may underperform in near term

Tata Motors rides high on Jaguar Land Rover volume, margin expectations

The main trigger for the stock is the volume trajectory for JLR. Its wholesale volumes in the December quarter, excluding China joint venture, grew 27 per cent over year ago quarter to 101,043 units

Titan's Q3 update: 22-23% growth in jewellery sales, strong store expansion

Store additions also looked healthy, with 21 net new Tanishq stores opened in Q3, taking the total Tanishq count to 466 (+43 in 9 months of FY24)

Muted Q3 sales, stock rally limit upsides in Godrej Consumer Products

The company remains optimistic about a gradual uptick in consumption trends over the next calendar year

Global demand headwinds could weigh on Bharat Forge, says analysts

Analysts have cut the company's earnings per share estimates to factor in the slow recovery of its overseas subsidiaries. Valuations too, are trading at long-term averages which could limit upsides

Q2FY24 performance: Cautious near-term outlook for Tata Steel stock

The UK operations suffered from low steel prices as well as higher costs on the emission rights front

Sluggish volumes likely to cap upsides in Colgate-Palmolive stock

While the stock is up 44 per cent from its lows in January this year, further gains will depend on its ability to sustain higher growth rates

Near-term positives priced in for HDFC Asset Management Company stock

HDFC Bank works on open architecture and HDFC AMC's share in the bank's mutual fund business was only 24 per cent

Tata Consumer Products' efforts are paying off; stock sees steady gains

Distribution expansion, focus on large categories, and forays into new segments key drivers of a strong performance

IndusInd Bank stock hits 52-week high, yet valuations inexpensive

Business outlook healthy; majority of analysts positive on the stock

Life insurance stocks: Concerns may be priced in; analysts 'optimistic'

While they are trading at substantial discount to their average historical multiples, data shows there is pickup in business in May

FMCG stocks get a boost from improving prospects; analysts are bullish

Despite high valuations, analysts are bullish and upgrading targets on the back of volume and margin gains for companies

Favourable winds blowing for cement sector, demand remains strong

Most of the majors have good balance sheets with low debt-to-Ebitda ratios

Recovery a couple of quarters away for Page Industries; stock falls 8.8%

In Q4, unit volume declined 14.6 per cent year-on-year

Street unhappy over Siemens' plan to sell its low-voltage motor unit

Stock plunges 8.35%; analysts divided over electrical equipment maker's prospects due to high valuations

ITC's stock rally has more legs; analysts remain positive after strong Q4

Continuing high raw material inflation is a key concern and rupee depreciation continues to be a pain point

Bharti Airtel's Q4 results give hope, experts see stock gaining 10-25%

Return on capital employed is low at 8.5 per cent, and the net debt: Ebitda is at 2.9x, consolidated

Street rejoices DLF's strong Q4 performance, guidance; stock surges 7.4%

Real estate developers tend to have lumpy incomes and outflows, which makes profit and loss ratios less meaningful

Novelis' disappointing Q4 suggests near-term weakness for Hindalco stock

Analysts though are positive on Hindalco, and see an improvement in business prospects from the second half of FY24