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Bharat Gianani

Senior Research Analyst

Moneycontrol

Metro Brands: Is this the right fit for you?

BUSINESS

Metro Brands: Is this the right fit for you?

Metro Brands has a huge runway for growth, given that it can establish its presence in double the cities it currently serves

Lemon Tree Hotels: Poised to ride the industry upcycle

BUSINESS

Lemon Tree Hotels: Poised to ride the industry upcycle

LMNT has planned aggressive room additions and aims to strengthen its presence across the country, thereby emerging as a frontrunner in the mid-scale segment.

Campus Activewear Ltd: Headwinds in the near term; growth trajectory to resume from H2

BUSINESS

Campus Activewear Ltd: Headwinds in the near term; growth trajectory to resume from H2

While demand is expected to be subdued in the near term, CAL is bullish on the long-term growth prospects and expects healthy volume growth to resume from H2FY24.

Mrs Bectors Food Specialities: Strong results; market share gains to sustain

BUSINESS

Mrs Bectors Food Specialities: Strong results; market share gains to sustain

Mrs Bectors Food Specialities would continue to gain market share in both biscuits as well as bakery segments led by improving distribution reach as well as introduction of new products

Page Industries: Near-term headwinds; long-term story intact

BUSINESS

Page Industries: Near-term headwinds; long-term story intact

Page expects the ongoing subdued demand to be temporary and is bullish on the long-term growth prospects.

Nykaa: Should investors buy the stock, post the steep correction?

BUSINESS

Nykaa: Should investors buy the stock, post the steep correction?

The management has exuded confidence in operating margin improvement, given the expected reduction in employee costs as well as continued improvement in unit economics, which would be a key re-rating trigger

EIH Limited: Quality stock to play the industry up-cycle

BUSINESS

EIH Limited: Quality stock to play the industry up-cycle

EIH, with reputed brands (Oberoi, Trident), quality management, and a strong balance sheet, is among the best stocks to play the hotel industry up-cycle.

Aditya Birla Fashion & Retail: Why we continue to remain cautious on the stock

BUSINESS

Aditya Birla Fashion & Retail: Why we continue to remain cautious on the stock

New businesses would continue to drag profitability and margin pressures witnessed last fiscal are likely to sustain in FY24 also.

Jubilant Foodworks Limited: Should you bite into this QSR stock?

BUSINESS

Jubilant Foodworks Limited: Should you bite into this QSR stock?

The pressure on SSSG is likely to continue in the near term as pizza, being a relatively high-ticket product, has seen a greater impact of the slowdown. With elevated raw material prices and a ramp-up of the new Popeyes business, margins improvement is unlikely in near-term.

Cantabil Retail India Ltd: Robust results, strong re-rating candidate

BUSINESS

Cantabil Retail India Ltd: Robust results, strong re-rating candidate

CRIL is aggressively expanding its reach and boosting same-store sales growth (SSSG) as it plans to double revenues by FY26.

D-Mart: Margin miss in Q4; valuations rich

BUSINESS

D-Mart: Margin miss in Q4; valuations rich

While D-Mart is rapidly enhancing its store network and has commenced sales of pharmacy products, we expect margin pressures to sustain in the near term.

HG Infra Engineering Ltd: Will the re-rating sustain for this construction company?

BUSINESS

HG Infra Engineering Ltd: Will the re-rating sustain for this construction company?

We expect company to maintain strong momentum driven by huge growth opportunities and financial prudence. Further, diversification into newer areas would reduce the concentration risk and enable re-rating of the stock.

Larsen & Toubro: Stock riding on high hopes, backed by strong orders

BUSINESS

Larsen & Toubro: Stock riding on high hopes, backed by strong orders

L&T is sitting at a record order book of close to Rs 399,526 crore. Even though order inflows are expected to be slightly lower this year (growth of 10-12 percent) because of the general elections, existing orders provide a good visibility.

Nexus Select Trust REIT IPO: A better option with low risk, higher yield

BUSINESS

Nexus Select Trust REIT IPO: A better option with low risk, higher yield

Nexus Select Trust being a retail REIT, the upside to growth is high and the risk is low in the light of India being a booming consumption market

Aditya Birla Fashion & Retail: How will the TCNS acquisition affect the company?

BUSINESS

Aditya Birla Fashion & Retail: How will the TCNS acquisition affect the company?

The acquisition paves the way for ABFRL to have a comprehensive play in ethnic wear and aligns with the management objective of being a leading player in the space.

Titan Company: In-line results, strong outlook

BUSINESS

Titan Company: In-line results, strong outlook

Titan expects healthy double-digit growth to continue in the current fiscal. The company is confident of achieving its FY27 target of increasing jewellery business by 2.5 times from FY22 levels (implying a 20 percent CAGR).

Indian Hotels Company: Well positioned to ride the industry upcycle

BUSINESS

Indian Hotels Company: Well positioned to ride the industry upcycle

The hotel industry would be in an upcycle over the next few years. IHCL, with presence across segments and a strong room addition pipeline, would be one of the largest beneficiaries of the demand uptrend.

Trent Limited: Weak results but strong long-term growth prospects

BUSINESS

Trent Limited: Weak results but strong long-term growth prospects

Trent is poised to deliver industry- leading revenue growth led by rapid store expansion across its lifestyle concepts. The launch of Samoh brand in the ethnic space provides another big growth lever.

Reliance Industries puts up a strong show across new-age businesses

BUSINESS

Reliance Industries puts up a strong show across new-age businesses

There’s scope for re-rating as the conglomerate’s current valuation implies near-zero value for the new energy business and little upside from the growing consumer business

Sapphire Foods India: Better store sales growth adds to re-rating prospects

BUSINESS

Sapphire Foods India: Better store sales growth adds to re-rating prospects

We remain bullish on the long-term growth prospects of the company, given the relative under-penetration of both the brands (KFC and Pizza Hut) in India.

Discovery Series: Cantabil Retail India -- Right fit for your portfolio

BUSINESS

Discovery Series: Cantabil Retail India -- Right fit for your portfolio

CRIL is poised to deliver robust earnings growth and is trading at attractive valuations, making it a good investment bet.

Speciality Restaurants: Geared up for the next level of growth

BUSINESS

Speciality Restaurants: Geared up for the next level of growth

The funds raised would be utilised for expanding business, like opening restaurants as well as renovating existing restaurants. SRL plans to strengthen its leadership position in the Asian Food space.

Titan Company Limited: Yet another shining performance

BUSINESS

Titan Company Limited: Yet another shining performance

We remain bullish on the growth prospects of the jewellery business, given the huge opportunity from the mandatory hallmarking regulations which require sale of high-purity gold jewellery and certification. The growth in non-jewellery businesses would provide an additional growth lever

Royal Orchid Hotels: What does the SEBI’s order mean for the stock?

BUSINESS

Royal Orchid Hotels: What does the SEBI’s order mean for the stock?

ROHL seems to have a fit and proper case and it is likely to file its reply. The ROHL stock could witness a re-rating, once the issue is resolved and we retain our positive stance on the stock