Moneycontrol PRO

Anant Chaudhary

Associate Research Analyst

Moneycontrol

Crompton Greaves Consumer: Building the next growth engine -- beyond fans

BUSINESS

Crompton Greaves Consumer: Building the next growth engine -- beyond fans

Premium products, pricing discipline, and new-category entry driving medium-term earnings visibility

Omnitech Engineering IPO: A hidden backbone of industrial precision?

BUSINESS

Omnitech Engineering IPO: A hidden backbone of industrial precision?

Omnitech is a precision engineering manufacturer powering energy, automation, and industrial systems

Amber Enterprises: Does the broad-based earnings revival mean the worst is over?

BUSINESS

Amber Enterprises: Does the broad-based earnings revival mean the worst is over?

The outlook for the contract manufacturer is bright as its business diversification strategy is working out

LG Electronics India Q3: Margins take a hit as post-festive demand stays soft

BUSINESS

LG Electronics India Q3: Margins take a hit as post-festive demand stays soft

Long-term leadership intact, positioned for summer recovery and export acceleration

Jyoti CNC Q3 FY26 – Execution strong; financial leverage in focus

BUSINESS

Jyoti CNC Q3 FY26 – Execution strong; financial leverage in focus

Order visibility and margin stability support sustained earnings growth

Will the new US-Bangladesh trade deal punch a hole in Indian textile designs?

BUSINESS

Will the new US-Bangladesh trade deal punch a hole in Indian textile designs?

From cotton and yarn to garments, India’s competitiveness in the American market faces a renewed stress test

Pidilite Q3 FY26: Steady growth in a mixed demand environment

BUSINESS

Pidilite Q3 FY26: Steady growth in a mixed demand environment

The company is back to double-digit volume growth after several quarters

Kaynes Technology Q3: Execution delays weigh on growth momentum

BUSINESS

Kaynes Technology Q3: Execution delays weigh on growth momentum

The company is making a strategic shift from EMS Vendor to Integrated Electronics Platform

Berger Paints Q3: Demand improves, pricing environment remains soft

BUSINESS

Berger Paints Q3: Demand improves, pricing environment remains soft

The benefit of higher gross margins was offset by an unfavourable product mix, higher advertising spends, and dealer incentives

Bluestar Q3FY26: Margins protected amid demand headwinds

BUSINESS

Bluestar Q3FY26: Margins protected amid demand headwinds

Long-term outlook intact despite inventory challenges

Can Budget 2026 help India’s electronics manufacturing mature?

BUSINESS

Can Budget 2026 help India’s electronics manufacturing mature?

ISM 2.0, ECMS approvals, and capex visibility can have a big impact on EMS and semiconductor-linked players

Budget marks a shift from electronics assembly to manufacturing at scale

BUSINESS

Budget marks a shift from electronics assembly to manufacturing at scale

Budget materially improves the long-term earnings and margin visibility for India’s EMS and semiconductor value chain

India’s textile sector gets a structural push in Budget 2026-27

BUSINESS

India’s textile sector gets a structural push in Budget 2026-27

Integrated parks and policy continuity may help organised players to grow faster

Dixon Technologies Q3 FY26: Industry headwinds drive near-term softness

BUSINESS

Dixon Technologies Q3 FY26: Industry headwinds drive near-term softness

Inventory correction and memory modules inflation weigh on Q3, but integration and exports to drive the next leg

Bikaji Foods: Margin recovery drives sharp profit growth in Q3 FY26

BUSINESS

Bikaji Foods: Margin recovery drives sharp profit growth in Q3 FY26

Profitability gains in core categories and early traction in adjacencies enhance earnings visibility

Asian Paints Q3 – Volume improves; pricing remains constrained

BUSINESS

Asian Paints Q3 – Volume improves; pricing remains constrained

The management commentary highlights subdued demand, elevated competitive intensity, and a gradual path to growth momentum

Havells Q3 FY26: Cable outperformance balances seasonally weak durables

BUSINESS

Havells Q3 FY26: Cable outperformance balances seasonally weak durables

ECD segment and Lloyd disappoint. Higher raw material costs lead to margin pressure

Polycab Q3 FY26: Scalable growth amid margin compression

BUSINESS

Polycab Q3 FY26: Scalable growth amid margin compression

Polycab's strong rebound in FMEG business and outperformance in W&C continue

Bikaji Foods: Tasting opportunities beyond its core strength

BUSINESS

Bikaji Foods: Tasting opportunities beyond its core strength

From a regional ethnic-snacks leader to a diversified snacking powerhouse, the company is building a scalable consumption franchise

Shaily Engineering: High-quality growth, limited valuation cushion

BUSINESS

Shaily Engineering: High-quality growth, limited valuation cushion

Near-term growth visibility remains high, long-term risks are rising

Jyoti CNC Automation: Approaching a potential inflection point

BUSINESS

Jyoti CNC Automation: Approaching a potential inflection point

Order visibility and margin stability support sustained earnings growth

Discovery Series: KRN Heat Exchangers -- Can it deliver hot returns?

BUSINESS

Discovery Series: KRN Heat Exchangers -- Can it deliver hot returns?

As cooling demand explodes, this company sits at an inflection point of opportunities and execution risks

KSH International IPO: Can it reward investors with electrifying returns?

BUSINESS

KSH International IPO: Can it reward investors with electrifying returns?

As it taps the public markets, investors must evaluate whether scale, margins, and balance-sheet strength can translate into sustained returns

Aequs IPO: Is it a turnaround story or a valuation bubble waiting to burst?

BUSINESS

Aequs IPO: Is it a turnaround story or a valuation bubble waiting to burst?

From forging jet-engine parts to making toys, the company has a rare vertically integrated platform

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