Page 6 - Compass

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

Larsen & Toubro's rich valuations leave little room for disappointment

The stock fell over 5% after results on lower than expected show in core E&C segment, and possibility of slowdown in new orders

Muted near-term outlook, weak Q4 show to keep UPL stock under pressure

Lower debt levels, inexpensive valuations are positives

Strong fourth quarter perks up Paytm stock; stock jumps nearly 5%

Stock jumps nearly 5%; analysts see up to 70% upside

Demand uncertainty may weigh on Havells stock; B2C sales show muted trend

Despite FY23 revenue growing 21 per cent YoY, Havells faced rising input costs and intense competition with moderation only in Q4

Trent stays on growth track, stock rises 18% in 3 months; hit margins in Q4

Higher costs and lower value segment, however, hit margins in Q4

Growth prospects remain strong for Titan after good Q4 performance

Jewellery segment margins expected to moderate in the current fiscal

Tata Steel's Q4 points to divergent cyclical trends in steel markets

So are analyst opinions with ratings ranging between 'hold to 'buy', and valuations between Rs 110 and Rs 132

After a muted Q4, high base could pose growth challenges for HUL

Muted volume growth, higher ad spends may be a drag on profitability

Volume driven strategy could sustain growth for Nestle, say analysts

Valuations however leave little room for gains on the upside

Targets indicate more upside for ICICI Bank; growth triggers remain

The gross non-performing assets (NPA) to net NPA ratios declined 26 basis points and 7 basis points quarter on quarter (QoQ) respectively to 2.81 per cent and 0.48 per cent

Street positive on JLR's electric vehicle strategy, sales outperformance

Higher volumes needed to offset the near term pressure on financials

Stake sale, easing competitive pressures key for ICICI Lombard

The combined ratio at 104.2 per cent was stable quarter-on-quarter (QoQ), despite a rising 74.2 per cent claims ratio (up from 70.3 per cent in Q3FY23)

Weak guidance, muted sentiment to weigh on near term IT outlook

There could be more downsides if the rest of IT pack disappoints

Decent upside in select sugar stocks as business prospects turn sweeter

Analysts see 15-20 per cent upside in companies like Balrampur Chini, Dhampur, Triveni and EID

Sequential gains in Q4, improving earnings trajectory for Divi's Labs

Brokerages expect a sequential improvement in margins

New orders should boost BHEL's prospects; analysts have mixed views

Titagarh is a major beneficiary of an expanding Railways Budget. It's presence in metro rail, train sets, and propulsion systems offer broad growth opportunities

New gas price policy positive for city gas distributors, oil producers

Market analysts are somewhat divided on the CGD companies and on OIL and ONGC

Street sees no major surprise in RBI's interest rate pause decision

Realty stocks could see more gains while banking and NBFCs may witness a relief rally

Hindalco: Adjusting to the new environment; metal volumes may stagnate

Capex cut, focus on profitability, healthy balance sheet should help overcome medium-term hurdles