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q4 2023 earnings call transcript

q4 2023 earnings call transcript
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pharma stocks: Pramod Amthe is selective in midcaps; betting on 4 pharma stocks

The better way to play pharma is Sun Pharma and Aurobindo which we like. The other trend is domestic outlook for the growth for pharma. The proxy there is Torrent and Ajanta.Railways have new avenues of growth and strong momentum. Medium-term targets and government support improve growth prospects. Larger railway stocks like Concor, Kalpataru, and KEC are attractive due to their involvement in electrification lines. Having said that, some of the mid and smallcaps have run up much sharper. ....

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it stocks outlook: How much positivity in IT stocks is already priced in? Apurva Prasad answers

Apurva Prasad says s that the IT pack has experienced a positive movement in the last two months. However, he believes that a significant portion of the improved outlook is already priced into the market, with PE multiples increasing by 20-25%. Prasad emphasizes the importance of operational performance and highlights that many companies, including larger ones, have the potential for margin improvement. ....

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Tech Mahindra: Pramod Amthe on 4 stocks to bet on in largecap and EMS space

Pramod Amthe says: “We have been very selective. The only IT stock which we are specifically putting in high conviction is Tech Mahindra which is the result of a management effort to turn around and normalize their profitability and bring back the sales growth post that in the next couple of quarters.” ....

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sugar stocks: Should one buy sugar stocks on dips? Prashant Biyani answers

“Even though the ethanol volumes are going to take a hit for sugar companies, the margins may not be that impacted as it would be on the top line. So far, B and C-heavy ethanol, the margins could be between 27% and 30%. For juice-ethanol, it will be 15- 20%.” ....

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