BUSINESS
Is Shivalik Bimetal Controls poised for a comeback in FY26?
Temporary headwinds in the international market persist while forward integration and robust domestic demand will improve the financial metrics
BUSINESS
Shaily Engineering — Healthcare helps it maintain sound health
The company has delivered a 193 percent return to investors since being recommended in our Discovery series
BUSINESS
Voltas near-term outlook dims as market conditions turn unfavourable
The robust performance in the UCP business has been offset by losses in the EMP segment
BUSINESS
Can this home textiles player withstand the heat of US tariff uncertainty?
Margin softness and tariff disruptions challenge near-term visibility, but brand-led growth and the UK-FTA opportunities offer medium-term support
BUSINESS
SP Apparels: A major gainer from India-UK FTA
The FTA with the UK and the China and Bangladesh plus-one opportunities are likely to boost medium-term growth
BUSINESS
Blue Star: Unseasonal rains, high inventory may impact near-term performance
A weak start to the summer, with sales growth in April much lower than expectations
BUSINESS
TBO Tek Q4: Hotels lead from the front, outbound travel momentum helps
The growth narrative is unfolding as the company invests in technology and employee addition
BUSINESS
Dixon shines in Q4 with blockbuster growth numbers
Backward integration, improving wallet share, and new product development will be key growth drivers
BUSINESS
Amber Enterprises executes well, but growth is priced in
The group’s business diversification strategy is working out and will be bolstered by its entry into new segments
BUSINESS
Bikaji Foods Q4: Profitability under strain, yet FY26 looks promising
A sharp increase in input costs impacts gross margin; however, adjusted revenue growth remains strong
BUSINESS
Crompton Greaves Consumer Q4: Lower input prices, cost optimisation support margins
Focus on the premium product portfolio and the revival in the lighting business will be key growth drivers
BUSINESS
Berger Paints Q4: Gaining market share despite emerging competition
Outperforming industry growth amid challenging market conditions
BUSINESS
Sticky performance — Pidilite delivers stability in tough Q4
Underlying volume growth continues to remain strong
BUSINESS
Asian Paints Q4: Growth slows as competitive intensity tightens grip
Though Asian Paints is a quality business, the competitive intensity in the sector has started show-ing its colours
BUSINESS
Polycab India closes FY25 on a high note with robust performance
Strong Rebound in FMEG Business and Outperformance in W&C
BUSINESS
UK-India FTA: Sectoral shake up – who gains, who loses?
Key Indian export sectors to benefit are, textiles, leather, footwear, marine products, gems & jewellery, auto parts, engineering goods, and organic chemicals.
BUSINESS
Havells India wraps up FY25 with strong earnings in Q4
Revenue growth remains strong; however, margins were impacted due to a change in the product mix
BUSINESS
Shivalik Bimetal Controls: Will earnings growth bounce back?
Temporary headwinds in the international market persist while forward integration and robust domestic demand will improve financial metrics.
BUSINESS
Tactical pick: This stock is well-placed to ride the tailwinds from global supply-chain changes
Pearl Global corrected by 37% in one month following Trump’s reciprocal tariffs
BUSINESS
Trump tariff strategy: Will India’s textile sector emerge stronger?
While India got impacted, its competitors seem to have suffered more
BUSINESS
Can this company make the most of the overheated summer surge?
Focus on the premium product portfolio and a revival in the lighting business will be key growth drivers
BUSINESS
Discovery Series | Jyothy Labs: Raising the bar in fabric care premiumisation
This leading consumer company is a classic case of ‘heads, I win; tails, I don’t lose much’.
BUSINESS
Rites: Consistency of new orders is a key factor to watch
Margins on a declining trend due to a slowdown in execution and project delays
BUSINESS
Sirca Paints: Can it overcome rising competition?
High competitive intensity continues to squeeze margins
