Ram Sahu

Reporter at Business Standard

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Articles

Near-term volumes and margins for Bosch likely to remain under pressure

3 weeks ago | business-standard.com | Ram Sahu

The March quarter (Q4FY25) performance of auto component major Bosch was better than Street estimates. The outperformance was largely led by strong revenue growth, with most business segments contributing to the overall growth. While there are medium- to long-term triggers, especially on the margin front, the Street is cautious on the near-term outlook. This is due to a muted outlook for most segments. The 21 per cent gain of the stock over the past three months also caps the upside potential.
Paint major Berger's palette finds contrast in a washed-out quarter

1 month ago | rediff.com | Ram Sahu

Listed paint majors posted another lacklustre showing in the January–March quarter (Q4) of 2024–25 (FY25), with average revenue growth under 3 per cent. Sales were weighed down by Asian Paints — the market leader and the only major to report a year-on-year (Y-o-Y) decline. Excluding Asian Paints, the rest of the sector managed 5 per cent growth.
Page Industries' stock looks to maintain growth momentum in FY26

1 month ago | business-standard.com | Ram Sahu

Page Industries' stock has climbed 16 per cent from its April lows, buoyed by a robust performance in the March quarter (Q4FY25). The company's continued focus on premiumisation and expansion of its retail and distribution network is expected to sustain growth momentum. However, following the recent rally, market participants believe much of the near-term optimism is already priced in, potentially capping further upside.
Paint major Berger's palette finds contrast in a washed-out quarter

1 month ago | business-standard.com | Ram Sahu

Listed paint majors posted another lacklustre showing in the January-March quarter (Q4) of 2024-25 (FY25), with average revenue growth under 3 per cent. Sales were weighed down by Asian Paints - the market leader and the only major to report a year-on-year (Y-o-Y) decline. Excluding Asian Paints, the rest of the sector managed 5 per cent growth.
Higher competitive pressures to cap DMart's margins in near term

1 month ago | rediff.com | Ram Sahu

The stock of India’s largest listed pure-play retail company, Avenue Supermarts (DMart), has slipped over 10 per cent from its monthly highs. Photograph: PTI Photo from the Rediff Archives A weak operational performance in the fourth quarter (January-March) of financial year 2024-25 (Q4FY25) and muted near-term outlook due to intense competitive pressures and higher costs could lead to downward momentum on the stock.
Defence stocks on growth warpath as order blitz fuels bullish outlook

1 month ago | rediff.com | Ram Sahu

Defence stocks have been on a tear, with the Nifty India Defence index hitting all-time highs. Over the past week, the index jumped around 7 per cent, far outpacing the flat performance of the Nifty 50. Over the past month, its 12 per cent gain has trebled the benchmark’s return.
Development potential, cash flows to ensure growth for Macrotech in FY26

1 month ago | rediff.com | Ram Sahu

Macrotech Developers (Lodha), the country’s second-largest listed real estate company, exceeded its 2024-25 (FY25) guidance, aided by a strong pre-sales performance in the January–March quarter (Q4), driven by launches. IMAGE: Lodha World Towers, Worli, Mumbai. The company had guided for Rs 17,500 crore in pre-sales for FY25 and surpassed that with bookings of Rs 17,630 crore. For 2025-26 (FY26), Macrotech is targeting Rs 21,000 crore in pre-sales, reflecting a 19 per cent increase over FY25.
Consumer verticals, new energy scale-up key growth drivers for Reliance

2 months ago | business-standard.com | Ram Sahu

Barring the upstream business vertical, most segments of the country's largest listed company by market capitalisation, Reliance Industries (RIL), performed in line with or beat estimates in the March quarter (Q4FY25). The key takeaway was the strong performance of the retail vertical, which, coupled with the digital business, powered the 3.1 per cent year-on-year (Y-o-Y) growth in operating profits at the consolidated level.
The side effects are real, but Sun Pharma stays on its feet

2 months ago | rediff.com | Ram Sahu

After falling 17 per cent since the start of the year to its March lows, the stock of the country’s largest pharmaceutical (pharma) company, Sun Pharmaceutical Industries, has clawed back nearly half of those losses. Recent acquisitions, a favourable court ruling in the case of the hair loss drug Leqselvi, an edge over peers owing to its specialty portfolio, and a diversified global presence have supported the recovery.
Growth worries, competitive pressures weigh on Trent stock performance

2 months ago | rediff.com | Ram Sahu

The stock of India’s largest listed pure play retail major Trent was down 14.76 per cent at close on Monday after a fall in revenue growth for the March quarter of 2024-25 (Q4FY25). The sales growth trajectory has been in a declining trend over the last few quarters, which, coupled with falling operational metrics, higher competitive intensity, and expensive valuations, has seen the stock crack about 44 per cent since its 52-week highs in October last year.