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
BUSINESS
India’s AC market is facing supply heat
Competition is intensifying as OEMs start in-house manufacturing, posing a challenge to contract manufacturers
BUSINESS
IRCON International: A strong play on railways
Recent correction offers a good buying opportunity as capex on railways and highways continues to boost order book
BUSINESS
Shivalik Bimetal Q3: Moderate performance amid weak global demand
Continued focus on high-profile clients along with major expansionary plans and capacities built up will drive growth in the coming quarters
BUSINESS
Bharat Dynamics Q3: A good bet even after the stellar show?
With strong focus on innovation and technology, BDL is the showpiece of India's defence capabilities
BUSINESS
Crompton Consumer Q3: A balanced risk-reward profile
The management reiterates its focus on scaling up distribution and spurring growth in the e-commerce and rural markets
BUSINESS
Juniper Hotels IPO: Should you subscribe to the luxury hospitality company?
Mixed sentiments around Juniper Hotel’s IPO and expansion prospects
BUSINESS
IRCON International Q3: Strong execution capabilities visible
Robust rail and highway capex will boost the order book; however, competitive intensity and delay in execution will have to be watched
BUSINESS
V-Guard Q3: Primed for success
The company is an exception in the consumers durables industry hobbled by a dull operation performance
BUSINESS
Amber Enterprises: Sluggish Q3 dampens short-term outlook
Exploring business adjacencies and acquisitions to expand business growth across all segments
BUSINESS
Voltas or Blue Star – Which is a better play in the AC segment?
The performance of Voltas in the domestic market is patchy and it is facing execution challenges abroad
EARNINGS
Berger Paints Q3: Margins shine amid steady growth
Performance healthy, but demand environment slackening and competition is set to pick up
BUSINESS
Dixon Technologies Q3: Explosive growth
The company surpasses revenue expectations and is poised for continued success with a grow-ing order book and expanding customer base, indicating promising future performance
BUSINESS
Heritage Foods: What can drive the stock rerating from here?
Milk procurement prices have corrected on the back of a good flush season
BUSINESS
Havells India Q3: Slow and steady
Subdued Consumer Demand Persists Amid Hints of Recovery; Robust Infrastructure Support for Cables and Professional Lighting
BUSINESS
Pidilite Industries Q3: Growth stalling, margin strengthening
Benefiting from a surge in construction and real-estate activities, the company's strategic initiatives, such as the commissioning of new facilities and expanding distribution points, remain on target
BUSINESS
Polycab India Q3: Stay away till the dust settles
Favourable demand momentum from infrastructure and power sectors supporting the strong performance of Polycab
BUSINESS
Epack Durable IPO: Should you subscribe to this major AC player?
Epack generates lower margins than its peers. However, an increased share of in-house manufacturing would improve margins, going forward
TRENDS
Discovery Series: New capacity, R&D uptrend to kickstart new earnings cycle for this healthcare proxy
Tarsons Products is well positioned to gain from the surge in R&D investments in new molecules in the labware industry and demand for diagnostic services.
BUSINESS
Jyoti CNC Automation IPO: Is it too costly for the promises?
With technological excellence, vertical integration, and a commitment to precision and customisation, Jyoti CNC Automation is driving innovation in CNC machines
BUSINESS
Discovery Series: Shivalik Bimetal Controls — Powering growth in EVs, smart meters, and switchgear globally
Having tremendous growth potential across end-user industries, high-profile clients with major expansion plans & capacity build-up
BUSINESS
Azad Engineering IPO: Four reasons why we are cautious
The business outlook may seem promising, but several factors warrant attention while subscribing to this IPO
BUSINESS
Inox India IPO offers a long-term compounding opportunity
The company is likely to benefit from the rising demand for cryogenic equipment
BUSINESS
DOMS Industries IPO: Will this stationery player make its mark at the bourses?
A strategic tie-up with reputed global player FILA (also the promoter), industry-leading profitability and return ratios, as well as attractive valuations make us positive on the IPO
