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Anant Chaudhary

Associate Research Analyst

Moneycontrol

Discovery Series: Bikaji Foods International -- A tasty treat

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

Enviro Infra Engineers IPO — Anything beyond listing gains?

BUSINESS

Enviro Infra Engineers IPO — Anything beyond listing gains?

The company is increasing project sizes along with expanding geographies

V-Guard Q2 FY25: Growth on track despite Sunflame's below-par show

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

Crompton Greaves Consumer Electricals Q2: Robust growth in spite of challenges

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

TBO Tek: Faster Q2 growth through better product mix

BUSINESS

TBO Tek: Faster Q2 growth through better product mix

Surging travel & tourism despite consumption slowdown fuels TBO Tek's impressive growth momentum

Asian Paints Q2 – Competitive risks come to the fore

BUSINESS

Asian Paints Q2 – Competitive risks come to the fore

The company faces demand headwinds, leading to a decline in both revenue and margin

Quick Take | Asian Paints Q2: Is competition hurting growth?

BUSINESS

Quick Take | Asian Paints Q2: Is competition hurting growth?

Revenue contraction due to weak consumer sentiment as well as rising competition

Blue Star Q2: Maintaining robust momentum in challenging times

BUSINESS

Blue Star Q2: Maintaining robust momentum in challenging times

Strong Future Ahead, Driven by Efficient Cost Management and Improved Product Mix

Berger Paints Q2: Sluggish consumer demand a challenge

BUSINESS

Berger Paints Q2: Sluggish consumer demand a challenge

Though gaining market share consistently, potential competition takes shine off the stock

Acme Solar Holdings: Performance does not merit investment in IPO

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

Voltas Q2: Strong show with revenue growth, margin expansion

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

Kaynes Technology Q2: Impressive growth, but cash flow remains anaemic

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

Syrma SGS Q2 FY25: Growth at a reasonable price tag

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

Dixon Technologies Q2: The explosive growth momentum continues

BUSINESS

Dixon Technologies Q2: The explosive growth momentum continues

The company has a long growth runway owing to massive opportunities in the industry

Pidilite Q2: Muted revenue growth balanced by profitability

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

Amber Enterprises: On the cusp of growth metamorphosis

BUSINESS

Amber Enterprises: On the cusp of growth metamorphosis

Healthy revenue growth in Q2 and margins remained stable

Cyient DLM: Why we see value emerging

BUSINESS

Cyient DLM: Why we see value emerging

The management commentary includes recovery in H2, expecting a strong revenue growth.

Polycab India Q2 FY25: All wired up for growth, but watch out for risky spots

BUSINESS

Polycab India Q2 FY25: All wired up for growth, but watch out for risky spots

Favourable demand momentum from infrastructure and power sector supporting the strong performance of wires & cables

Havells India Q2 FY25: Rising cost pressure dampens festive season gains

BUSINESS

Havells India Q2 FY25: Rising cost pressure dampens festive season gains

Consumer durables and wires and cables segments continue to perform, supported by the rural recovery and rebound in government spending

Amber Enterprises: Momentum building up on multiple fronts

BUSINESS

Amber Enterprises: Momentum building up on multiple fronts

The contract manufacturer’s outlook is bright as it continuous to focus on diversifying the revenue mix

India's semiconductor push: Putting all the chips on the table

BUSINESS

India's semiconductor push: Putting all the chips on the table

The second phase of ISM to include component companies, raw material suppliers, and other key players in the ecosystem

Crompton Consumer: Building momentum for growth

BUSINESS

Crompton Consumer: Building momentum for growth

Focus on premium product portfolio amid the target for market share gains

V-Guard: Firing on all growth cylinders

BUSINESS

V-Guard: Firing on all growth cylinders

VIL’s growth trajectory looks promising on the back of its financial track record, geographic diversification strategy, and competitive market positioning

TBO TEK kicks off FY25 on a strong note

BUSINESS

TBO TEK kicks off FY25 on a strong note

Surging Travel & Tourism fuels TBO Tek's impressive growth momentum

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