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Bharat Gianani

Senior Research Analyst

Moneycontrol

Cello World: Growth acceleration warrants rating upgrade

BUSINESS

Cello World: Growth acceleration warrants rating upgrade

Margin improvement, ramp-up of new glassware facility as well as the increasing share of in-house steel-ware products augur well for CWL

NCC Limited: Near-term headwinds remain; growth to accelerate from FY27

BUSINESS

NCC Limited: Near-term headwinds remain; growth to accelerate from FY27

Growth likely to accelerate from FY27, as the company retains order inflow guidance for FY26

Trent: Mixed Q2 FY26 results; long-term growth prospects intact

BUSINESS

Trent: Mixed Q2 FY26 results; long-term growth prospects intact

Trent is enhancing store density in the existing markets as well as entering newer markets which offer huge growth opportunities

Thangamayil Jewellery: What should investors do after the steep run-up?

BUSINESS

Thangamayil Jewellery: What should investors do after the steep run-up?

The company is doing well and gold demand is also robust. However, the stock has priced in most of the positives

Indian Hotels Company: Q2 FY26 growth moderates, but robust outlook for H2

BUSINESS

Indian Hotels Company: Q2 FY26 growth moderates, but robust outlook for H2

IHCL has indicated that the outlook for H2 is robust and has retained FY26 double-digit growth guidance for the hotel business.

Titan Company: Will it continue to glitter?

BUSINESS

Titan Company: Will it continue to glitter?

Titan expects Q3FY26 growth to be better than H1FY26, thanks to the strong festive sales in Diwali and the upcoming wedding season

Orkla India IPO: Can it spice up your portfolio?

BUSINESS

Orkla India IPO: Can it spice up your portfolio?

The packaged food industry is poised for healthy growth, and, with a strong balance sheet and cash generation, OIL is well placed to accelerate growth.

Metro Brands: Growth to accelerate in H2

BUSINESS

Metro Brands: Growth to accelerate in H2

The company aims to create an omni-channel consumer experience with a seamless customer journey across stores, websites, and online marketplaces

D-Mart: Earnings growth remains subdued in Q2

BUSINESS

D-Mart: Earnings growth remains subdued in Q2

While D-Mart would continue its cluster-based network expansion, margin pressures owing to increased competitive intensity as well as higher costs are likely to sustain in the near term.

Aditya Birla Lifestyle Brands: Why this apparel player merits attention

BUSINESS

Aditya Birla Lifestyle Brands: Why this apparel player merits attention

The company, with minimal capex requirement and a healthy cash flow generation, plans to be debt-free over the next three years

Titan Company: Growth momentum sustains in Q2 FY26

BUSINESS

Titan Company: Growth momentum sustains in Q2 FY26

The jewellery business would continue to benefit from the market shift towards the organised segment, led by favourable regulatory factors and healthy network expansion by the company across brands.

Shringar House of Mangalsutra: Will the stock sparkle?

BUSINESS

Shringar House of Mangalsutra: Will the stock sparkle?

SHOML has most of the reputed jewellery chains as its customers and is targeting to increase the share of business with them.

Juniper Hotels: Why you should check into this hotel stock

BUSINESS

Juniper Hotels: Why you should check into this hotel stock

The company has aggressive inventory addition plans and aims to almost double the inventory over the next 4-5 years

Apeejay Surrendra Park Hotels: Why this hotel stock merits attention

BUSINESS

Apeejay Surrendra Park Hotels: Why this hotel stock merits attention

Apeejay Surrendra Park Hotels is pressing the growth pedal by taking hotels on leases, acquiring some, and scaling up the Flurys bakery and confectionaries business

Shringar House of Mangalsutra Limited IPO: Will it shine on the bourses?

BUSINESS

Shringar House of Mangalsutra Limited IPO: Will it shine on the bourses?

The fund raise via IPO will help SHOML tap new clients and significantly scale up the business

PN Gadgil Jewellers: Expanding network to drive growth

BUSINESS

PN Gadgil Jewellers: Expanding network to drive growth

The company is seeing demand traction on the back of stability in gold prices as well as the ongoing festive season

Footwear and Apparel – will GST provide a fillip for the organised sector?

BUSINESS

Footwear and Apparel – will GST provide a fillip for the organised sector?

While the overall impact of GST rate rationalisation on footwear is positive, the same may not be true for the apparel industry

GST cut to benefit consumer-ware, QSR

BUSINESS

GST cut to benefit consumer-ware, QSR

GST rate cut on consumer ware categories, inputs of quick service restaurants would spur the demand

Thangamayil Jewellery: Can this stock add shine to the investor portfolio?

BUSINESS

Thangamayil Jewellery: Can this stock add shine to the investor portfolio?

Backed by fresh funds infusion via a rights issue as well as strong cash flow generation, TMJL has accelerated new store openings.

NCC Limited: Weak Q1 results; execution to pick-up strongly

BUSINESS

NCC Limited: Weak Q1 results; execution to pick-up strongly

Despite a weak Q1, NCC has retained the guidance for FY26 growth and order inflow

EIH: Why this hotel stock is a good bet on luxury stays

BUSINESS

EIH: Why this hotel stock is a good bet on luxury stays

A strong balance sheet and cash flow generation over the next two years would enable EIHL to undertake planned expansion.

Royal Orchid Hotels: Should you buy this hotel stock?

BUSINESS

Royal Orchid Hotels: Should you buy this hotel stock?

ROHL is aggressively expanding presence, and, under Vision 2030, it is targeting 3x reach in hotel properties and 2.3x reach in hotel keys

Cello World: Q1 FY26 misses estimates; margin guidance lower

BUSINESS

Cello World: Q1 FY26 misses estimates; margin guidance lower

Higher discounting and marketing costs, as well as the inability to raise prices in the wake of increased competition, affected margins in Q1FY26.

Lemon Tree Hotels: Robust performance; gearing up for next growth phase

BUSINESS

Lemon Tree Hotels: Robust performance; gearing up for next growth phase

Over the long term, LMNT plans to strengthen its presence in India’s mid-market hotel segment, aiming to scale up to 30,000-40,000 keys

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