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
BUSINESS
Pidilite Q4: Encouraging volume trends
Operating margins improve, but PAT declines
BUSINESS
TBO TEK IPO: Should you go with this proxy for travel and hospitality?
Riding the wave of a booming travel industry and having a unique business model, this IPO stands out as a compelling choice for subscription
BUSINESS
Blue Star: Q4 results soothe investors amid harsh summer
Revenues jump, operating margins expand but PAT dips
BUSINESS
Havells India: Q4 tops Street expectations
Revenues and EBITDA both showed improvement on the back of a rebound in the ECD business
BUSINESS
Discovery Series | Shaily Engineering: Moving towards higher-margin business model
Well positioned for Make-in-India initiatives and consumer shift towards India-made products
BUSINESS
Discovery Series | Cello World: Enter the high-growth world
The company is poised to benefit from rising consumer incomes, surge in nuclear families, and the shift from the unorganised to organised markets
BUSINESS
Defence Engineering quartet: Execution does not match up with expectations
Defence PSUs are notorious for delayed or slow execution, but revenue visibility will support stock prices
