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Bharat Gianani

Senior Research Analyst

Moneycontrol

Sharda Cropchem: Likely to outperform in the agrochemical space

BUSINESS

Sharda Cropchem: Likely to outperform in the agrochemical space

Healthy product registration pipeline provides medium-term growth visibility while increasing focus on biocides would be a key trigger to watch.

Macrotech Developers: Long-term story is still in place

BUSINESS

Macrotech Developers: Long-term story is still in place

This is probably one of the few companies in the real estate space that has the capabilities and the management who can leverage the growth and create value in the long run

Dhanuka Agritech: Looking beyond rains for future investment

BUSINESS

Dhanuka Agritech: Looking beyond rains for future investment

The upcoming Dahej plant would cut down raw material costs and open export avenues for Dhanuka Agritech

Construction sector: Do companies have better growth prospects in FY22?

BUSINESS

Construction sector: Do companies have better growth prospects in FY22?

With much better execution in June 2021 quarter, labour availability and project execution reaching pre-COVID levels, we expect better earnings growth for construction companies in FY22

Page Industries: Can the innerwear giant re-rate from the current levels?

BUSINESS

Page Industries: Can the innerwear giant re-rate from the current levels?

While competition is increasing, there is a lot of growth potential for Page, especially in rural India, given the increasing premiumisation trend and its focus on enhancing network in the hinterlands

Burger King India: Will the proposed acquisition create shareholder value?

BUSINESS

Burger King India: Will the proposed acquisition create shareholder value?

Burger King's Indonesian acquisition is at attractive valuations and likely to add shareholder value, besides fast tracking its growth prospects

Thangamayil Jewellery poised to take on more shine

BUSINESS

Thangamayil Jewellery poised to take on more shine

TMJL has been enhancing its product portfolio, with a focus on high margin value-added jewellery items

Relaxo Footwears: Will this footwear major add to its market share?

BUSINESS

Relaxo Footwears: Will this footwear major add to its market share?

New launches and a better distribution presence are expected to translate into continued market share gains for Relaxo

Trent: Can this differentiated brand retailer be back on strong growth path?

BUSINESS

Trent: Can this differentiated brand retailer be back on strong growth path?

Trent’s store expansion strategy in the apparel space is fast, and this would pave the way for an industry-leading growth

Burger King India: Will this QSR player resume its fast growth trajectory?

BUSINESS

Burger King India: Will this QSR player resume its fast growth trajectory?

The introduction of the Stunner value menu and foray into cafes would further enrich the product portfolio and enable BKL to grow faster in the listed quick service restaurant (QSR) space

Mrs Bectors Food Specialities: Will the company beat industry growth?

BUSINESS

Mrs Bectors Food Specialities: Will the company beat industry growth?

Mrs Bectors Food is expected to grow in mid double-digits in the medium term, which would be higher than industry growth

Value innerwear players: Will these stocks continue to rerate?

BUSINESS

Value innerwear players: Will these stocks continue to rerate?

Both Dollar Industries and Rupa Company have guided for healthy 14-15 percent top line growth in FY22

V-Mart Retail: Will the value retailer reach normalcy soon?

BUSINESS

V-Mart Retail: Will the value retailer reach normalcy soon?

A near-normal monsoon as well as improving economy would drive consumption in rural areas, with V-Mart Retail already witnessing a faster recovery than the last fiscal

Goldiam International: Best ever results; bright outlook

BUSINESS

Goldiam International: Best ever results; bright outlook

Goldiam’s strategy of increasing online sales and foray into lab-grown diamonds have led to a strong improvement in the financial performance and would continue to drive the financials, going ahead

Indian Hotels: Is it the best stock to play the recovery theme?

BUSINESS

Indian Hotels: Is it the best stock to play the recovery theme?

With the unlocking measures, IHCL witnessed a significant recovery on a month-on-month (MoM) basis, both in July as well as early August

Barbeque Nations and Hospitality: Can it deliver good taste to your portfolio?

BUSINESS

Barbeque Nations and Hospitality: Can it deliver good taste to your portfolio?

Company will resume store expansion in FY22 and significantly ramp up its delivery business in line with the current trend in the industry, thereby transforming itself from a full dine- service restaurant

Titan: Bright outlook

BUSINESS

Titan: Bright outlook

Titan is seeing a strong recovery in demand, following the easing of COVID-19 curbs from June 2021, in both the jewellery and the non-jewellery segments.

Devyani International IPO: Get ready for a tasty bite

BUSINESS

Devyani International IPO: Get ready for a tasty bite

Post COVID-19, organised QSR players like Devyani International are likely to gain market share from the unorganised space. IPO Valuations are at discount or on par with listed peers

PI Industries: A sizeable entry into pharma

BUSINESS

PI Industries: A sizeable entry into pharma

Acquisition of Ind Swift Laboratories would provide synergistic benefits and would be new growth catalyst for the company. Company believes the acquisition is the first step towards transforming itself into a more diversified player.

Aditya Birla Fashion and Retail: Is recovery around the corner?

BUSINESS

Aditya Birla Fashion and Retail: Is recovery around the corner?

Business momentum is picking up strongly post unlock measures. Company expects to reach normalcy by festive season provided third wave of COVID-19 does not have significant impact.

L&T: Earnings recovery led by higher execution and order book to continue

BUSINESS

L&T: Earnings recovery led by higher execution and order book to continue

Strong order book and expectations of high margins provide good earnings support to L&T. However, the stock is trading on the higher side of the historical range

Reliance Industries Q1 FY22: The digital and renewable businesses have the potential to drive a re-rating

BUSINESS

Reliance Industries Q1 FY22: The digital and renewable businesses have the potential to drive a re-rating

Overall, in our view, RIL’s shift to digital and renewables businesses has the potential to re-rate the company.

Jubilant FoodWorks: Why the expensive valuation doesn’t matter

BUSINESS

Jubilant FoodWorks: Why the expensive valuation doesn’t matter

With continuous menu innovation, proven efficient delivery model and further strengthening of digital capabilities, Jubilant FoodWorks looks to build on its dominant position in the QSR space

Reliance Retail Ventures: Dials Just Dial to strengthen its online initiative

BUSINESS

Reliance Retail Ventures: Dials Just Dial to strengthen its online initiative

With funds from Reliance Retail, Just Dial can expand its business, and transform itself into a transaction platform. Reliance Retail would gain access to customer database of Just Dial and could also launch a super app to provide bouquet of services.

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