BUSINESS
Havells India Q3: Positive outlook despite challenging demand
Revenue growth remains strong; however, margins were impacted due to the change in product mix
BUSINESS
Discovery Series: SP Apparels – Multiple growth levers at work for this garment exporter
A potential FTA with the UK and the China & Bangladesh plus-one opportunity are likely to boost medium-term growth
BUSINESS
Sirca Paints: Margins squeezed by rising competition
Recent price hikes and improved raw material sourcing to improve profitability
BUSINESS
Quadrant Futures Tek IPO: Should you back this ‘Kavach’ opportunity?
Indian Railways plans to invest in the Kavach project over the next five years to improve safety through advanced signalling and telecommunications
BUSINESS
Shaily Engineering Q2: Operational excellence matches strong fundamentals
Shaily Engineering has delivered an outstanding 147 percent return to investors since its inclusion in our Discovery series
BUSINESS
Discovery Series | Pearl Global Industries: Well placed to gain from shift in global supply chains
Comprehensive business model offering multi-country, multi-product solutions to global retailers
BUSINESS
Discovery Series: Welspun Living – A sound canvas for investors
Rising contribution from emerging categories is expected to drive margins
BUSINESS
Sanathan Textiles IPO: A fabric of growth or stitches of risk?
With favourable industry trends and strategic growth plans, Sanathan Textiles seeks to capitalise on emerging opportunities
BUSINESS
Dixon Technologies’ JV with Vivo India strengthens its foothold in mobile smartphone market
Chinese smartphone makers are increasingly looking to bring in Indian partners into their manufacturing operations owing to the Indian government's push and regulations to engage local players for production
BUSINESS
Discovery Series: Bikaji Foods International -- A tasty treat
A compelling investment opportunity, backed by strong branding, diverse products, and increasing consumer preference for savouries and snacks
BUSINESS
Enviro Infra Engineers IPO — Anything beyond listing gains?
The company is increasing project sizes along with expanding geographies
BUSINESS
V-Guard Q2 FY25: Growth on track despite Sunflame's below-par show
The company is strategically making investments to enhance its manufacturing capabilities through backward integration across product categories, ensuring greater efficiency and cost optimisation
BUSINESS
Crompton Greaves Consumer Electricals Q2: Robust growth in spite of challenges
Focus on premium product portfolio amid festive season and the revival in lighting will be key growth drivers
BUSINESS
TBO Tek: Faster Q2 growth through better product mix
Surging travel & tourism despite consumption slowdown fuels TBO Tek's impressive growth momentum
BUSINESS
Asian Paints Q2 – Competitive risks come to the fore
The company faces demand headwinds, leading to a decline in both revenue and margin
BUSINESS
Quick Take | Asian Paints Q2: Is competition hurting growth?
Revenue contraction due to weak consumer sentiment as well as rising competition
BUSINESS
Blue Star Q2: Maintaining robust momentum in challenging times
Strong Future Ahead, Driven by Efficient Cost Management and Improved Product Mix
BUSINESS
Berger Paints Q2: Sluggish consumer demand a challenge
Though gaining market share consistently, potential competition takes shine off the stock
BUSINESS
Acme Solar Holdings: Performance does not merit investment in IPO
A static top line and an inconsistent bottom line elevate the stock valuation to a great extent
BUSINESS
Voltas Q2: Strong show with revenue growth, margin expansion
Though the company continues its growth trajectory in RAC, the improvement in EMP business boosted earnings
BUSINESS
Kaynes Technology Q2: Impressive growth, but cash flow remains anaemic
The company continues to execute well; it has been upping the outlook in the last few quarters, beating industry trends
BUSINESS
Syrma SGS Q2 FY25: Growth at a reasonable price tag
The company is targeting exports worth nearly Rs 1,000 crore in the current fiscal year. This is expected to be driven by the med-tech and industrial sectors, including power supply, renewables, and solar electronics
BUSINESS
Dixon Technologies Q2: The explosive growth momentum continues
The company has a long growth runway owing to massive opportunities in the industry
BUSINESS
Pidilite Q2: Muted revenue growth balanced by profitability
Near-term prospects decent on the back of festive demand and a pick-up in government spending
