First Light | Kajaria Ceramics, Monthly Chartbook, Hero Motocorp, Marico, HCL Technologies, Alembic Pharma
KJC: Weak quarter on margin pressure, upbeat outlook. Monthly Chartbook: Monsoon holds the key. HMCL: Healthy performance; await further clarity; maintain HOLD. MRCO: Volume growth to pick up on improving demand scenario. HCLT: Weak guidance leads to subdued outlook. ALPM: Strong margins; positives priced in