BUSINESS
Mrs Bectors Food Specialities: Strong start to the fiscal; growth momentum to continue
The company has guided for a high-teen revenue growth in the current fiscal and expects margins to remain in the record 15% range witnessed in Q1.
BUSINESS
Devyani International Limited: Poised to deliver industry-leading growth
With the easing of input prices and a pick-up in growth, earnings are expected to improve.
BUSINESS
Titan Company: Margin miss in Q1; healthy long-term outlook
While Titan's jewellery segment margins were affected in Q1 owing to aggressive discounts and as well as markdown on growth rates, the management is confident of margin recovery in subsequent quarters and has retained FY24 margin guidance
BUSINESS
HG Infra Engineering: Marginal miss on execution; outlook robust
HGIEL has guided for robust order inflows in the current fiscal, which, together with a strong order book, would maintain growth momentum
BUSINESS
Indian Hotels Company: Strong results; to consolidate leadership position in industry
With travel picking up, government efforts to boost connectivity as well as India hosting key international events, demand momentum should remain strong. IHCL expects the uptick in average room rates to continue.
BUSINESS
Larsen & Toubro Q1 FY24: Execution picking up, earnings to follow
Strap: Strong order inflows, better execution, and momentum in capex cycle augur well for the company
BUSINESS
Dodla Dairy: What should one do, post steep run-up in stock price?
DDL is likely to continue gaining market share as it enhances network reach, not only deepening presence in existing markets but also entering new markets
BUSINESS
ITC: What does the de-merger of the hotel business mean for shareholders?
The hotel business has subpar return ratios compared to other businesses of ITC
BUSINESS
Reliance Q1 results: Newbies cover the weakness of the legacy business
Though O2C revenues declined, consumer-facing businesses displayed better operating efficiencies
BUSINESS
Discovery Series: Senco Gold Limited — Will it sparkle your portfolio?
SGL has received accolades as the most desired and trusted jewellery brand, has a track record of steady performance and one of the big four auditors on board, indicating transparency and robust governance practices. The current valuations seem reasonable.
BUSINESS
D-Mart: Margin pressures sustain; valuation expensive
While D-Mart has strong long-term growth prospects, near-term margin and earnings pressure would prevent re-rating.
BUSINESS
NCC Limited: Will re-rating sustain for this construction player?
NCC, with its diverse order book and track record in the execution of varied infrastructure projects, would be the prime beneficiary of the govt’s increased spend on infrastructure.
BUSINESS
Titan Company business update points to a show full of sparkle
We remain confident on the business prospects of Titan, given the huge growth runway in the jewellery space. Ramp-up of the non-jewellery business, led by new launches and enhanced network reach, is an additional growth trigger.
BUSINESS
Senco Gold IPO: Will it sparkle on the bourses?
BUSINESS
Campus Activewear: What next for you after the steep correction?
BUSINESS
PNC Infratech: Quality stock to play the infrastructure upside
BUSINESS
Relaxo Footwears: Q4 FY23 marks trend reversal; getting back foothold
BUSINESS
Devyani International Ltd: Witnessing demand improvement, robust long-term prospects
BUSINESS
Metro Brands: Is this the right fit for you?
BUSINESS
Lemon Tree Hotels: Poised to ride the industry upcycle
BUSINESS
Campus Activewear Ltd: Headwinds in the near term; growth trajectory to resume from H2
BUSINESS
Mrs Bectors Food Specialities: Strong results; market share gains to sustain
BUSINESS
Page Industries: Near-term headwinds; long-term story intact
BUSINESS
Nykaa: Should investors buy the stock, post the steep correction?
