All stories by Ram Prasad Sahu
Invest in Aurobindo Pharma only for a long termRediff.com22 Feb 2021
The focus of the company would be to develop its capability across segments of injectables, vaccines, biosimilars, inhalation and APIs to drive growth.
Why Bharat Forge stock is under pressureRediff.com22 Feb 2021
Investors should await consistent growth metrics before looking at an investment in the company.
Volume growth, market share gains key for Hero MotoCorpRediff.com15 Feb 2021
In addition to new launches and restructuring across product segments, festival demand also aided growth.
Deal wins, digital demand put IT companies back on growth trackRediff.com23 Jan 2021
Without exception, the top four majors beat Street estimates across all parameters - revenues, profitability, or net profit growth. However, what stood out were the large deal wins reported by the big two, TCS and Infosys.
Why Infosys hiked its growth guidance for FY21Rediff.com21 Jan 2021
While Infosys has increased the margin guidance for FY21 by 100 bps to 24-24.5 per cent, analysts believe there will pressure on near-term margins as discretionary cuts - promotions and travel, headcount addition, record utilisation, and wage hikes start to reflect on costs.
How Bajaj Auto, TVS Motor may outperform Hero MotoCorpRediff.com6 Jan 2021
Bajaj Auto and TVS Motor are the largest exporters in the listed space with export revenues of Rs 12,000 crore and Rs 5,000 crore.
Roadblocks in the path of Maruti SuzukiRediff.com21 Dec 2020
Among the key concerns of the Street is market share losses in growth segments, led by higher competitive pressures.
Why Cipla is a good bet for long-term investmentRediff.com15 Dec 2020
While Covid-related sales may come down going ahead, analysts expect the company's domestic sales to outperform the market, led by the chronics portfolio, which accounts for 55 per cent of sales.
M&M's margins to moderate in coming quartersRediff.com20 Nov 2020
Rising commodity costs, coupled with other marketing-related expenses, could weigh on profitability in the coming quarters.
Jio's plan to make India '2G-mukt' will hit Vodafone Idea hardRediff.com17 Jul 2020
Jio is planning to win over 350 million 2G feature phone users by launching a smartphone at a fraction of the current cost.
India Inc's Q4 net profit takes a 22% hitRediff.com19 Jun 2020
While margins contracted by 30 basis points on y-o-y basis, they fell a sharper 120 basis points on a sequential basis to 16.8 per cent. Profitability was impacted adversely due to subdued demand, tepid realisations in commodity sectors, and negative operating leverage.
Why Sun Pharma stock will remain under pressureRediff.com24 Dec 2019
The weakness in the stock was because of inspections by the American drug regulator at its Halol plant in Gujarat which resulted in eight observations, as well as a downward revision of speciality drug payoffs.
In the slow lane: Top 10 auto stocks fall 21% in 6 monthsRediff.com28 Aug 2019
With little clarity on the demand outlook, investors should wait out the next couple of quarters rather than rush in to catch a falling knife, says Ram Prasad Sahu.
Battle of the giants: HUL beats ITC in both volume and M-capRediff.com21 May 2018
Price cuts post the November GST rate rationalisation helped improve volume growth for HUL, what pegged back sales for ITC is adverse social media rumours against Aashirvaad atta, its single-largest FMCG brand.
Meet Dalal Street's wealth creating machinesRediff.com16 May 2018
From MRF to Shree Cement: 23 companies which delivered 30% CAGR in 15 years.
Is TCS moving too fast, too soon?Rediff.com31 Jan 2018
Street may be ignoring TCS headwinds as the stock's peak valuation doesn't seem justified by BFSI weakness, likely higher US tax rates and stronger rupee, reports Ram Prasad Sahu.
Jio could slash telcos' FY18 operating profitRediff.com19 Apr 2017
Falling revenues, increased capex, and first full year of spectrum debt may make things worse
What ails IndiGoRediff.com2 Aug 2016
The load factor for IndiGo in Q1 stood at 83.3 per cent.
Godrej Properties: BKC deal a big positiveRediff.com2 Oct 2015
Almost a third of the company's capex was stuck in this project
Oberoi, Phoenix, Godrej to outrun peers at Dalal StreetRediff.com24 Sep 2015
Godrej Properties, is on the horizon as it unlocks value in its high-value Bandra-Kurla Complex (BKC) project.