Ram Prasad Sahu
Business Standard
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Past articles by Ram:
Street cautious on ABFRL amid weak performance in value segment
Aditya birla fashion & retail results: Revenue performance was led by lifestyle brands which grew 18 per cent with 5 per cent like-to-like growth → Read More
With the peak season ahead, Voltas may see volumes and margin gains
India’s largest room air-conditioner company, Voltas, saw some of the biggest downgrades among the top 200 stocks post the December quarter earnings. Brokerages cut the company’s FY23 earnings by an average of over 20 per cent due to losses in the quarter and margin contraction amid severe competitive pressures. → Read More
Near-term demand worries in replacements biz cloud Apollo Tyres' outlook
Auto: There could be some margin relief on account of falling input costs → Read More
Domestic cyclicals key gainers from the infra push in the Budget
Budget highlights: Street is bearish on exporters while there is a mixed opinion on the consumption basket → Read More
Weak exports remain an overhang in the near term for Bajaj Auto
Bajaj Auto’s operating performance for the December quarter of the 2022-23 financial year (Q3FY23) comfortably beat Street expectations. The largest listed two-wheeler maker by market capitalisation posted a 29 per cent increase in operating profit to Rs 1,777 crore, its highest till date, led by higher margins and an improved topline show. → Read More
After strong Q3 show, Metro Brands growth outperformance may continue
The country’s largest listed footwear brand by market capitalisation, Metro Brands, posted better than expected December quarter results for the 2022-23 financial year (FY23), riding on store expansion and strong same store sales (SSS) growth. Profitability too remained robust, even as net profit growth was marginally lower. → Read More
Paint industry could see further downsides on demand, competitive pressures
Q3 could see weak volumes; hurdle for incumbents is new entrants in the sector → Read More
Novelic buy adds to Sona BLW's growth opportunities, stock up 6% in one day
Auto: Brokerages are neutral on the stock given near term challenges and valuations → Read More
Brokerages positive on Godrej Consumer on growth recovery, lower costs
After underperforming its peer index, the BSE FMCG, since the start of the year, the stock of Godrej Consumer Products (GCPL) has recovered and bridged the gap over the past month. The maker of household insecticides (HI) and soaps has given monthly returns of about 7 per cent, about twice the 3.4 per cent delivered by the S&P BSE FMCG index during this period. → Read More
Gains in UPL hinge on reduction of debt, improved cash flow generation
Higher demand to keep revenue growth strong in the second half of FY23 → Read More
Seasonal gains, deal pipeline point to strong FY23 for L&T Infotech
The September quarter results of Larsen & Toubro Infotech (LTI), India's sixth-largest information technology services company, were better than street estimates, barring the slip in margin performance. Macro challenges were expected to impact the sector, but the same were not reflected in LTI’s show and it reported growth across verticals and geographies. → Read More
General merchandise and apparel growth key for DMart's margin gains
The retailer's revenues in Q2 were lower than estimates → Read More
Prescription for recovery in FY23 for underperforming pharma sector
The Nifty Pharma Index was the second-worst performer among Nifty sectoral indices over the past year, shedding over 13 per cent in trade. Over a two-year period, its underperformance has grown starker. It is the only index to generate a mid single-digit return (6 per cent), with its closest competitor enriching investors by over 35 per cent. → Read More
Positive triggers factored into Hindustan Unilever's stock price
Falling raw material prices expected to help margins recover in Q3 → Read More
Schaeffler India: Exports, order wins likely to keep ball rolling
Ball-bearing maker expects gains on margin front in the second half of FY23 → Read More
A sobering reality for alcobev makers despite spirited volume gains
Raw material pressures, lack of pricing power key worries for Street despite spirited volume gains → Read More
Building material players take a demand, margin hit in June quarter
Slowdown in construction activity, high inventory levels and cost spike key negatives → Read More
Strong utility vehicle growth trajectory to drive M&M's FY23 performance
Read more about Strong utility vehicle growth trajectory to drive M&M's FY23 performance on Business Standard. Revival in tractors, improvement in supply, and margin gains are other key triggers for the auto major → Read More
Near-term outlook prescription for diagnostic firms looks fragile
Read more about Near-term outlook prescription for diagnostic firms looks fragile on Business Standard. Competitive pressures, high valuations limit upsides for listed lab chains → Read More
Engineering, R&D segment to outperform IT services players in FY23
Read more about Engineering, R&D segment to outperform IT services players in FY23 on Business Standard. Barring Cyient, valuations of most ER&D firms on the expensive side → Read More