Compass

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

With policy ammunition, defence stocks continue to yield strong returns

Most sector PSUs ended FY23 with strong order books

Gold spot of bother: Little sparkle for financiers despite tailwinds

Increased competition, lower spreads, moderate growth are among hurdles to overcome

No rerating yet for diagnostic players despite price hikes as margins fall

While discounts have come down, pricing gap still large between incumbents and new players

Higher prices, volumes key positives for iron ore miner NMDC stock

The company is likely to push iron ore capacity up, from the current rated 50 MTPA to 70 MTPA, which would leave it well-placed to meet demand in the next up cycle

Valuations, long-term prospects boost investment case in insurance stocks

Taxation proposals, lower volumes may weigh on near term prospects

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

Defence procurement, pipeline offer strong growth for Bharat Dynamics

Margins for state-owned firm that specialises in missiles would be range bound given higher raw material costs

NMDC: A long-term play on steel cycle; may see decline in FY23 revenues

NMDC's formal demerger of the steel plant may be followed by an initial public offering, or the government could look for a stake sale

Delhivery cedes more ground, hits new low despite Q2 loss shrinking

Several brokerages bullish on the stock with target prices ranging between Rs 330 and Rs 700

Crop protection firms may face headwinds due to extreme weather conditions

Despite the price hikes, margins continued to be under pressure in the quarter

Schaeffler India: Exports, order wins likely to keep ball rolling

Ball-bearing maker expects gains on margin front in the second half of FY23

Industrial segment likely to drive growth of Bharat Forge stock

Export growth is expected to remain strong in the current financial year, given the stable truck demand from the US and EU markets

Gland Pharma faces a revenue growth hurdle in FY23; stock falls

The low margin syringes business was impacted by supply chain challenges and shutdown of two manufacturing lines in the domestic market

Aggressive expansion, higher demand to drive more gains for Titan

Firm's high-margin jewellery Q1 sales were comparable to pre-Covid-19 levels

Market may be pricing in negatives for cement sector as demand stays flat

One key question is, has the market already discounted the negatives and is there too much pessimism about the sector?

A gradual improvement in margins could delay gains for United Spirits

Most analysts are positive on the popular segment sale and premiumisation focus

ICICI Lombard General Insurance stock falls as Q4 show disappoints

Analysts though appear positive with their target prices indicating 22-25% upside

Apparel retail stocks in focus on recovery gains led by easing of curbs

Double-digit growth and improving profitability to drive earnings in FY23