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
BUSINESS
UltraTech’s wires and cables foray: A high-voltage hazard for incumbents?
The W&C industry size is estimated at Rs 80,000 crore, having delivered a CAGR of 12-13% between FY19 and FY24 The shift from the unorganised to the organised market provides an attractive opportunity for a new player
BUSINESS
IRCON International: Should investors seize the opportunity after the fall?
While the opportunity remains immense, lower order inflow a key concern in the near term
BUSINESS
SP Apparels Q3 FY25: Steady gains for this garment exporter
Political unrest in Bangladesh throws up significant opportunities
BUSINESS
Crompton Greaves Consumer Q3: Cost optimisation drives profitability
Focus on the premium product portfolio and revival in lighting business will be key growth drivers
BUSINESS
TBO TEK Q3: Solid execution in hotels business
Strong growth in top line but margin remains under pressure
BUSINESS
Pearl Global Industries Q3 FY25: Strong demand keeps growth on track
Comprehensive business model offering multi-country, multi-product solutions to global retailers
BUSINESS
Berger Paints Q3: Soft growth amid intense market competition
While the company successfully retains market share, emerging competition casts a shadow on the stock's potential
BUSINESS
Shaily Engineering Q3: Bright outlook led by healthcare
Shaily Engineering has delivered an outstanding 158 percent return to investors since being recommended in our Discovery series
BUSINESS
Bikaji Foods Q3: Revenue growth overshadowed by margin pressure
A sharp increase in input costs impacts gross margin while revenue growth remains strong
BUSINESS
V-Guard Q3: Soft numbers amid lingering weak demand
The company is strategically investing in enhancing its manufacturing capabilities through backward integration across product categories, ensuring greater efficiency and cost optimisation
