Page 2 - Ram Prasad Sahu

Not REITs to riches for investors as the near-term headwinds blow

Budget proposals, delayed DESH Bill, hiring slowdown, and rising interest rates present a wall of short-term worry

PI Industries stock gains from CSM business and margin expansion

Robust order book, product pipeline will ensure steady growth of agrochem player

United Breweries not in high spirits due to increase in input costs

Inflationary environment also poses a risk to consumption and volume growth

Weak demand, margin outlook to keep Balkrishna Industries under pressure

Tyre-maker's challenges include excess inventory, muted demand in agriculture sector

Fast food gets a lot slower: Downgrades to bite quick-service restaurants

On their Q3 menu: They weren't able to absorb demand slowdown, cost pressures

Trent's outperformance likely to continue on strong topline momentum

Even as the top line performance exceeded estimates, the company's margin performance was disappointing

As volume challenges persist, Hero MotoCorp eyes recovery across segments

Margins should improve on lower raw material costs, operating leverage

Despite a good Q3, near-term demand worries cloud Apollo Tyres' outlook

There could, however, be some margin relief on account of falling input costs

Weak tea biz a drag on domestic sales performance of Tata Consumer Products

International margins fall sharply on cost inflation, price lag in December quarter

Equity conversion as Vi's calling card may be near-term helpline

Fund infusion critical to sustaining operations of the firm over medium term, say analysts

No near term respite for Jubilant FoodWorks, stock down 11% over 2 sessions

Weak consumer sentiment, higher inflation is hurting sales

Domestic cyclicals key gainers from the infra push in the Budget

Street is bearish on exporters while there is a mixed opinion on the consumption basket

Budget measures key trigger for consumer durable firms battling high prices

Any proposal to boost manufacturing, demand would help sector and listed companies

Paint biz goes off-colour, likely to see a fresh coat of downside in demand

Q3 witnessed weak volumes; valuations do not factor in risks

Weak exports remain an overhang in the near term for Bajaj Auto

Strong realisations helped the company beat estimates in Q3

After a weak Dec quarter, near-term gains unlikely for Colgate-Palmolive

A lot hinges on its ability to boost volumes amid stiff competition

Healthy near-term growth outlook for Polycab India after record Q3 profit

Weak margin trajectory of the FMEG segment and valuations could limit upside

Defence, overseas markets to boost incremental growth for Solar Industries

Margins too should move up as the proportion of these segments improves in the revenue mix

Absence of immediate drivers puts Reliance Industries stock in back seat

While Q3 performance beat Street estimates, O2C is key to sustaining growth this year

Hindustan Unilever's royalty hike move hits investor mood, stock dips 4%

Brokerages cut earnings given pressure on margins but see stock performing in long term