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
BUSINESS
Asian Paints Q3 – Dimming prospects in a competitive market
Though Asian Paints is a quality business, the competitive intensity in the sector has started showing its colours
BUSINESS
There could be more pain for railways, but shipbuilders to gain from Budget 2025
Capex and engineering stocks take a hit while policy support buoys defence scrips
BUSINESS
Blue Star Q3: Impressive revenue growth backed by robust demand for core products
Strong Future Ahead, Driven by Efficient Cost Management and Improved Product Mix
BUSINESS
Make In India: Manufacturing gets another push from Budget 2025
Measures aimed at revitalising electronics and solar sectors, underlining government’s commitment to growth and innovation
BUSINESS
Welspun Living: Can it maintain the growth momentum?
Amid supply chain and margin pressures, Welspun Living focuses on strategic expansion and strong brand growth for long-term success
BUSINESS
Voltas Q3: Solid earnings momentum despite challenging quarter
Healthy performance by the UCP business while recovery continues in the EMPS segment
BUSINESS
Syrma SGS: Encouraging trends signal upbeat growth outlook
The export business is unlikely to recover in the near term. However, the company has onboarded new clients in the American EMS market, and this could translate into healthy order wins in the next 12-18 months
BUSINESS
Kaynes Technology India: Solid Q3, ambitious growth guidance
Growth targets could face downward risks in FY26 on account of execution challenges and weak internal cash flows
BUSINESS
Polycab India Q3: Growth trajectory remains intact
Strong recovery in FMEG business and outperformance in W&C
BUSINESS
Will Budget 2025 fuel the next leg of growth for Make in India?
Structural challenges have to be addressed and high-value manufacturing scaled up to unlock the full potential of the EMS sector
BUSINESS
Amber Enterprises: Stellar Q3 FY25 earnings beat expectations
The contract manufacturer’s outlook is bright as its business diversification strategy unfolds
BUSINESS
Pidilite Q3FY25: Steady quarter in a challenging environment
Despite soft consumer sentiments, the company has shown solid performance across categories
BUSINESS
Cyient DLM: Q3 internals signal mixed demand trends
The integration of Altek Electronics complements Cyient’s business, enhancing the product mix
BUSINESS
Dixon Technologies: Transforming into a behemoth
Backward integration, improving wallet share, and new product development will be key growth drivers
