Ujjval Jauhari
Business Standard
Mumbai, MH, India
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Past articles by Ujjval:
Steady sales, Covid-treatment portfolio could drive pharma rerating
Read more about Steady sales, Covid-treatment portfolio could drive pharma rerating on Business Standard. Better US prospects, India recovery, boosting sector's outlook → Read More
Coming out of the woods: Grasim's core biz sees significant recovery in Q2
Read more about Coming out of the woods: Grasim's core biz sees significant recovery in Q2 on Business Standard. Improving prospects of core businesses to drive earnings, and better outlook for subsidiaries to reduce holding company discount → Read More
Recovery in toll collections, order flows driving IRB Infra's prospects
Read more about Recovery in toll collections, order flows driving IRB Infra's prospects on Business Standard. Construction segment too may pick up in second half, but high debt still a concern → Read More
Tata Steel: India business rebound in September quarter leads peers
Read more about Tata Steel: India business rebound in September quarter leads peers on Business Standard. Firm prospects in India and restructuring of European operations to improve Street sentiment further → Read More
Stimulus 3.0: Construction, infra firms on concrete road to recovery
Read more about Stimulus 3.0: Construction, infra firms on concrete road to recovery on Business Standard. Recent policy measures on liquidity add to improving outlook led by better execution, good order flows, and low interest rates → Read More
Improving prospects indicate Coal India stock may have bottomed out
Read more about Improving prospects indicate Coal India stock may have bottomed out on Business Standard. Rising sales volumes and uptick in realisations during second half should lift the coal miners performance → Read More
Shree Cement's superior Q2 show will help sustain premium valuations
Read more about Shree Cement's superior Q2 show will help sustain premium valuations on Business Standard. With the company's cost leadership being maintained, it reported much better per tonne operating profit → Read More
GAIL improves in Q2 as lockdowns ease, demand for gas grows in cities
Read more about GAIL improves in Q2 as lockdowns ease, demand for gas grows in cities on Business Standard. Rebound in performance, improved gas transmission prospects and inexpensive valuations are keeping analysts positive. → Read More
Hindalco investors can expect more gains in second half: Analysts
Read more about Hindalco investors can expect more gains in second half: Analysts on Business Standard. Rebounding aluminium, copper prices to drive earnings → Read More
Voltas impresses street, scores over peers with strong show in Sep quarter
Read more about Voltas impresses street, scores over peers with strong show in Sep quarter on Business Standard. Better than expected performance, market share gains in room ACs improve earnings outlook → Read More
Gland Pharma IPO: Expensive at a price tag of 30x the FY20 earnings
Read more about Gland Pharma IPO: Expensive at a price tag of 30x the FY20 earnings on Business Standard. While prospects remain strong led by niche products and a differentiated business model, relatively rich valuations leave limited scope for upside in near-term → Read More
Lupin: Q2 unimpressive, more triggers required to drive stock
Read more about Lupin: Q2 unimpressive, more triggers required to drive stock on Business Standard. US growth has picked up as anticipated, but India and a few other markets still lag → Read More
Street concerns ease as Sun Pharma's specialty segment delivers in Q2
Read more about Street concerns ease as Sun Pharma's specialty segment delivers in Q2 on Business Standard. Upsides in the stock will depend on sustaining specialty and India sales growth → Read More
JSPL: Reduction in net debt expected to drive re-rating, say analysts
Read more about JSPL: Reduction in net debt expected to drive re-rating, say analysts on Business Standard. Rising volumes, expanded capacities, operating leverage, better realisation and debt reduction to aid earnings → Read More
PI Industries could soon dethrone UPL as biggest agrochemical firm
Read more about PI Industries could soon dethrone UPL as biggest agrochemical firm on Business Standard. Triggers in exports and domestic businesses to continue driving earnings while pharma CSM foray takes shape → Read More
Havells delivers a strong beat in Sept quarter operational performance
Read more about Havells delivers a strong beat in Sept quarter operational performance on Business Standard. While cost control drove margins and consumer demand rebounds, further gains may restricted as projects business is yet to recover and valuations are stretched → Read More
Rebound in demand helps UltraTech Cements lead over peers in Sept qtr
Read more about Rebound in demand helps UltraTech Cements lead over peers in Sept qtr on Business Standard. Ambuja, ACC also put up good showing, which has led to a significant earnings upgrade for the trio → Read More
Healthy growth in India, US helps Dr Reddy's post strong Q2 performance
Read more about Healthy growth in India, US helps Dr Reddy's post strong Q2 performance on Business Standard. Wockhardt buy, Covid portfolio aid India business growth → Read More
Torrent Pharma: Cost controls not enough, recovery in key markets crucial
Read more about Torrent Pharma: Cost controls not enough, recovery in key markets crucial on Business Standard. Chronic and sub-chronic therapies, accounting for 77 per cent of India sales, are outperforming the domestic market, say analysts → Read More
Divestment of US subsidiary to leave Aurobindo Pharma cash positive
Read more about Divestment of US subsidiary to leave Aurobindo Pharma cash positive on Business Standard. Divestment of the US subsidiary is at good valuations and will help attain net cash positive status → Read More