BUSINESS
Amber Enterprises: Encouraging Q1; momentum building up on multiple fronts
The growing traction in new ventures should fuel the earnings growth over FY25/FY26.
BUSINESS
The Union Budget does not alter the investment case for gold
Whether physical or digital (SGBs and ETFs), investors will remain largely unaffected by the government’s latest move
BUSINESS
Budget's tax cut benefit overshadowed by indexation losses
The Union Budget’s move could affect investment decisions in the real estate sector.
INDIA
Polycab India Q1: Staying the course
Favourable demand momentum from infrastructure and power sector supporting the strong performance of wires and cables
BUSINESS
Havells India Q1: Scorching results post a sweltering summer
The rebound in consumer demand is supported by the recovery in real estate and a promising summer season
BUSINESS
Asian Paints Q1 – Losing its glossy shine?
Though Asian Paints is a quality business, the competitive intensity in the sector is likely to jump manifold in the medium term
BUSINESS
Bharat Dynamics: Is the defence stock appealing enough after impressive rally?
With a strong focus on innovation and quality, BDL is a key player in India's defence capabilities
BUSINESS
Indian textile industry: Recovery and growth patterns visible
Rebound in textile exports on the back of lower cotton prices, decline in inventory levels, and government boost
EARNINGS
Shivalik Bimetal: Bright outlook in spite of recent softness
While short-term headwinds in the international market persist, focus on high-profile clients, major expansion plans, and capacity build-up will support growth.
BUSINESS
Discovery series | TBO TEK: Riding the global outbound travel theme
An opportunity to capture highly fragmented offline channel of travel booking.
BUSINESS
Should investors milk the profit in Heritage Foods now?
The dairy company’s growth trajectory is promising, but the stock valuation is pricey
BUSINESS
Le Travenues Technology (Ixigo) IPO: Will it be a rewarding affair for you?
Riding the wave of a booming travel industry, this IPO could turn out to be a good proxy play on tourism and hospitality. Valuation, however, leaves little room for comfort.
BUSINESS
Shaily Engineering puts up a strong Q4 show
New business confirmations from existing clients, along with addition of marquee clients across diversified industries, augur well for the company
BUSINESS
IRCON International Q4: Order intake falling, valuation stretched
While the opportunity remains immense, lower order inflow a key concern in the near term
BUSINESS
V-Guard Q4: Robust performance across categories
VIL’s growth trajectory looks promising on the back of its financial track record, geographical diversification strategy, and competitive market positioning
TRENDS
Sirca Paints Q4: Outlook strong for this paint company
Expanding product portfolio and adding distribution network
BUSINESS
AWFIS Space Solutions IPO: Should you subscribe to this workspace solutions provider?
The company seeks to raise funds for expansion and technological enhancements to win India’s booming co-working space market
BUSINESS
Amber Enterprises Q4 FY24: Soft quarter, long-term outlook strong
The contract manufacturer continues to focus on diversifying revenue mix
BUSINESS
Crompton Consumer Q4: Right levers in place for future growth
Focus on the premium product portfolio during summer and a revival in the lighting business will be key growth drivers
BUSINESS
Berger Paints Q4: why we see limited upside
Current valuation and potential competition take shine off the stock
BUSINESS
Dixon Technologies: Aggressively tapping favourable market conditions
The company has a long growth runway owing to massive opportunities in the industry, but the stock is expensive
BUSINESS
Voltas Q4: Strong off-take in RAC, but margins remain under stress
Though the company continues to maintain its market leadership in RAC, the sluggish performance in the EMPS business drags the bottom line
BUSINESS
Polycab India Q4: Asserting dominance over competitors
Favourable demand momentum from infrastructure and power sectors supporting the strong performance of wires & cables
BUSINESS
Asian Paints Q4 FY24: Dull show despite strong volume growth
Though Asian Paints is a quality business, the competitive intensity in the sector is likely to jump manifold in the medium term
