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Anant Chaudhary

Associate Research Analyst

Moneycontrol

Ircon International: In-line numbers, big-ticket orders take focus

INDIA

Ircon International: In-line numbers, big-ticket orders take focus

Robust capex on railways and highways will boost order book and provides greater visibility

Flair Writing Industries Ltd IPO: Will it pen its success story at the bourses?

BUSINESS

Flair Writing Industries Ltd IPO: Will it pen its success story at the bourses?

There is scope for a healthy growth, thanks to the company’s premiumisation in the largest pen segment and the expansion of addressable market

V-Guard Q2: Margin expansion led growth in Q2, outlook for H2 bright

BUSINESS

V-Guard Q2: Margin expansion led growth in Q2, outlook for H2 bright

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

Pidilite: Volumes, margins impressive in Q2

BUSINESS

Pidilite: Volumes, margins impressive in Q2

Stabilising raw material prices augur well for margins and profitability

Crompton Consumer: Mediocre quarter, but long-term growth story intact

BUSINESS

Crompton Consumer: Mediocre quarter, but long-term growth story intact

The realignment in business strategy should help the company gain market share

Berger Paints: Decent Q2 goes hand in hand with margin expansion

BUSINESS

Berger Paints: Decent Q2 goes hand in hand with margin expansion

Competition is posing a big challenge to the company, going forward

Blue Star Q2: Consistently outperforming the industry

BUSINESS

Blue Star Q2: Consistently outperforming the industry

The company is seeing demand revival for RAC business after the summer season, which was impact-ed due to unseasonal rains

Amber Enterprises Q2: Strategic initiatives underpin promising outlook

BUSINESS

Amber Enterprises Q2: Strategic initiatives underpin promising outlook

The contract manufacturer is focusing on diversifying revenue mix with a bigger product portfolio

Cello World: Should you invest in this consumer-ware IPO?

BUSINESS

Cello World: Should you invest in this consumer-ware IPO?

Track record of strong growth via scaling up of new businesses and product categories

Asian Paints – Compounding machine at rich valuation

BUSINESS

Asian Paints – Compounding machine at rich valuation

Heated competition, amid sizeable capacity, from large players will be a key factor to watch

Voltas Q2: Concerns on AC market share linger

BUSINESS

Voltas Q2: Concerns on AC market share linger

Provisions related to the delay in overseas project collections for electro-mechanical projects business took a knock on margins.

Havells India Q2: Stuck in the slow lane

BUSINESS

Havells India Q2: Stuck in the slow lane

As demand remains weak, revenue growth will take time to pick up

Polycab India Q2: Incredible execution justifies the phenomenal stock rally

BUSINESS

Polycab India Q2: Incredible execution justifies the phenomenal stock rally

The stock price has doubled in one year. Going by the recent quarterly performance, Polycab appears well-positioned to achieve its FY26 revenue target of Rs 20,000 crore, much ahead of the stipulated timeline

Blue Star: Latest fund mop-up set to serve as a growth catalyst

BUSINESS

Blue Star: Latest fund mop-up set to serve as a growth catalyst

The stock has delivered decent returns in the last one year and seems to factor in many of the business positives

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