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
BUSINESS
Sirca Paints Q2 FY24: A display of robust growth and future promise
Premium offerings, growth trajectory, and diversification strategy will support the current progress pace
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
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
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.
BUSINESS
Pidilite: Volumes, margins impressive in Q2
Stabilising raw material prices augur well for margins and profitability
BUSINESS
Crompton Consumer: Mediocre quarter, but long-term growth story intact
The realignment in business strategy should help the company gain market share
BUSINESS
Berger Paints: Decent Q2 goes hand in hand with margin expansion
Competition is posing a big challenge to the company, going forward
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
BUSINESS
Amber Enterprises Q2: Strategic initiatives underpin promising outlook
The contract manufacturer is focusing on diversifying revenue mix with a bigger product portfolio
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
BUSINESS
Asian Paints – Compounding machine at rich valuation
Heated competition, amid sizeable capacity, from large players will be a key factor to watch
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.
BUSINESS
Havells India Q2: Stuck in the slow lane
As demand remains weak, revenue growth will take time to pick up
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
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
