BUSINESS
Godrej Consumer Q2: Volume growth offsets lower pricing; Valuation relatively expensive
BUSINESS
Dabur Q2: Volume growth ex-beverages ahead of sector; Improving reach key positive
BUSINESS
Laurus Labs Q2: Change in product mix and improved margins key positives
BUSINESS
Ideas for Profit | Marico has a poor Q2, but high margins give it flexibility to respond to the challenge
BUSINESS
Ideas for Profit | HUL reports strong Q2 numbers, poised for market share gains
BUSINESS
Ideas for Profit | Hikal’s exposure to promising markets makes it an attractive stock
BUSINESS
Ideas for Profit | Atul Industries: Fiscal stimulus can be a growth enabler
BUSINESS
Balaji Amines: Growth to pick up in H2, green nod for key projects to aid rerating
BUSINESS
Ideas for Profit | Distribution momentum and new launches to aid double-digit volume growth at Britannia
BUSINESS
Ideas for Profit | DIL: Healthy stock in the Vitamin D market; accumulate
BUSINESS
Ideas for Profit | Atul Industries - Company on strong footing; accumulate
BUSINESS
Ideas for Profit | Parag Milk Foods: Strong volume growth continues; accumulate
BUSINESS
Ideas for Profit | Bodal Chemicals: Vertical integration, better product mix holds promise on margin; accumulate
BUSINESS
Ideas for Profit | Seya industries Q3 FY19: Propelled by robust domestic demand; accumulate
BUSINESS
Ideas for Profit | Aarti Industries: Strong domestic demand, China factor aids earnings outlook; accumulate
BUSINESS
First Cut | Godrej Q3FY19: Weak international operating performance weighs on earnings
Household Insecticides continued to see stagnant performance with 2 year CAGR of mere 3 percent. Company noted flat growth mainly driven by unfavorable season in South India. However, this is strikingly contrast to growth seen by Jyothi labs in this segment in Q3 (12 percent YoY).
BUSINESS
Ideas for Profit | HUL benefits from investment behind brands and distribution; accumulate
One needs to closely watch for pricing growth, which was a shade lower than expectations. It possibly reflects upon recent moderation in cost inflation.
BUSINESS
Brexit in limbo: Here are the 4 options ahead
The silver lining from May’s defeat is that options like second referendum or UK effectively cancelling Brexit (reversing Article 50) is also alive. But so is the possibility of total stalemate and hence a no-deal Brexit
BUSINESS
Ideas for Profit | This little-known Indian firm is a major Vitamin D ingredient producer
China's effort on clean environment has impacted the supply side of Vitamin D3 market – particularly the animal feed market. Price rise has been in this category has been in the order of 3-4x in last one year. Additionally, vitamin D3 prices in the human segment have also risen by 20-25% on account of structural changes like limited supply and increasing awareness.
BUSINESS
Ideas for profit I Paushak – technology prowess in phosgene-based specialty chemicals
BUSINESS
Ideas for Profit I Aarti Industries: Emerging as partner of choice for global chemical giants; accumulate
The company is undergoing a huge capex programme and also bagged multi-year mega contracts from global players.
BUSINESS
Ideas for Profit I NOCIL: Trade war a growth opportunity for rubber chemical major; Buy
The stock is currently trading at around 9.8x FY21e earnings and 5.4x EV/EBITDA for FY21e which seems attractive given the growth outlook
BUSINESS
Ideas for profit | Atul: Worth buying on improving demand-supply of chemicals
While its foray into new products and its available capacity bandwidth have made Atul to meet the improving demand, efforts on backward integration and lower finance cost are expected to aid its bottom-line growth
BUSINESS
Strong operational performance makes Fine Organics a good stock to bet on
Majorly owing to healthy quarterly earnings and a strong balance sheet, Fine Organics has been an outperformer in the chemicals space.
