Mastek, Jubilant Pharmova, Newgen Software Technologies, Good Luck India, Premier Explosives, KCP Sugar Ind Corp, Indbank Merchant Banking Services, Tata Communications, Tata Coffee, Shemaroo Entertainment, TRF. July 20 Hindustan Unilever, Infosys, Havells India, MphasiS, Dalmia Bharat, Persistent Systems, COFORGE LIMITED, ICICI Securities, 360 ONE WAM, CSB Bank, HMT, DB Corp, Shalby, NELCO, Reliance Industrial Infrastructure, Goa Carbon, United Spirits, Union Bank of India, Tanla Platforms, Zensar Technologies, South Indian Bank, Tokyo Plast International.
July 21 JSW Steel, HDFC Life Insurance Company, Hindustan Zinc, Ashok Leyland, CreditAccess Grameen, Atul, Glenmark Life Sciences, Dodla Dairy, GNA Axles, Kabra Extrusion Technik, PNB Gilts, 20 Microns, Ponni Sugars (Erode), DCM NOUVELLE LIMITED, UltraTech Cement, Tejas Networks, Ramkrishna Forgings, Rajratan Global Wire, Wendt (India). A moderation in inflationary pressures may lead to margin improvement of ~80 bps YoY mainly in FMCG, auto, and healthcare.
"Overall, while earnings are lush, stress in top lines could be daunting, particularly given that both exports and consumption demand are moderating. Our conviction leans towards margin-sensitive sectors—FMCG, domestic autos, cement, telecom and internet," Nuvama's Prateek Parekh said.
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