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Bharat Gianani

Senior Research Analyst

Moneycontrol

Titan Company: What does its lab-grown diamonds foray imply?

BUSINESS

Titan Company: What does its lab-grown diamonds foray imply?

Lab Grown Diamonds would enhance the fashion segment for Titan & enable it to retain a leadership position in the jewellery space, if the LGD market picks up meaningfully.

Aditya Birla Lifestyle Brands: Growth to accelerate from Q3 FY26

BUSINESS

Aditya Birla Lifestyle Brands: Growth to accelerate from Q3 FY26

As ABLBL has largely completed network consolidation and is adding new stores, the healthy secondary retail sales would get reflected in the overall company growth from Q3FY26

Hotel sector: IndiGo’s operational turmoil to have minimal impact

BUSINESS

Hotel sector: IndiGo’s operational turmoil to have minimal impact

While flight cancellations affected passenger travel and there were some hotel booking cancellations, the overall impact on demand was minimal

Goldiam International: Long-term outlook bright, but near term can be dull

BUSINESS

Goldiam International: Long-term outlook bright, but near term can be dull

Goldiam has established a gold-casting facility in the US, its key market, which contributes about 90% to revenues, to mitigate the steep tariff hike imposed by the US

Wakefit Innovations IPO: Is it a profitable proposition for investors?

BUSINESS

Wakefit Innovations IPO: Is it a profitable proposition for investors?

Valuation looks expensive though the company is poised for growth

Meesho IPO: Will the online platform offer value to investors?

BUSINESS

Meesho IPO: Will the online platform offer value to investors?

India’s e-commerce market, currently worth Rs 6 lakh crore, is projected to grow to Rs 15-18 lakh crore by fiscal 2030. The majority of new shoppers will come from Tier 2 markets and beyond. These augur well for the company

International Gemmological Institute India: Healthy earnings outlook

BUSINESS

International Gemmological Institute India: Healthy earnings outlook

Increasing LGD penetration and growth in other product segments, like natural diamonds, studded jewellery, and coloured gemstones, will be the key growth levers

Royal Orchid Hotels: Why should you check into this hotel stock?

BUSINESS

Royal Orchid Hotels: Why should you check into this hotel stock?

The company has lined up healthy room addition plans and is in negotiations to add properties on a revenue-share basis

Apeejay Surrendra Park Hotels: Growth to accelerate in H2

BUSINESS

Apeejay Surrendra Park Hotels: Growth to accelerate in H2

Rising income levels, improved infrastructure and connectivity, and the development of new tourist spots are expected to sustain healthy demand

Sky Gold and Diamonds: The outlook is in a bright spot

BUSINESS

Sky Gold and Diamonds: The outlook is in a bright spot

A reduction in working capital and increased profitability would mean SGDL is likely to turn operating cash flow positive by FY28

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

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