BUSINESS
Trent Q2 has multiple growth levers
Trent is among the fastest-growing consumption companies and the strong growth momentum is likely to continue. New initiatives like the Zudio Beauty store, international forays, and lab-grown diamonds will contribute to growth
BUSINESS
Titan Company: Second half of FY25 likely to be stronger
The cut in customs duty significantly boosted consumer sentiment, and Titan expects better growth in the second half of the fiscal
BUSINESS
Larsen & Toubro: Faster recovery in H2 likely, higher order inflows take focus
A general slowdown in the construction and engineering segment in H1 hit the company. However, higher capex and likely availability of workers and other resources are expected to make H2 stronger.
BUSINESS
Metro Brands: Eyeing strong growth in H2 FY25
The upcoming wedding and festive seasons as well as a low base in the corresponding period last year should aid performance
BUSINESS
Afcons Infrastructure IPO: Should investors bet on it?
The company has a strong parentage, rich experience, and follows the best risk management practices in the construction industry. Those investors wanting a long-term exposure in an EPC pure-play can consider the offering.
BUSINESS
Reliance Industries Q2: Consumption-oriented segments telecom, retail drive growth
While a subdued global economic environment has affected its O2C business performance, improving prospects for consumption growth and progress in new energy business will drive the stock outlook
BUSINESS
Is it time to turn cautious on DMart?
DMart is facing increasing competition from quick-commerce online players and margin pressure is likely to sustain in the near term.
BUSINESS
Titan Company: Q2 in good shape; healthy long-term outlook
Titan, a big organised jewellery player, will be the prime beneficiary of the market shift from the unorganised to the organised segment. Moreover, ramping up the non-jewellery business remains an additional growth trigger.
BUSINESS
Discovery Series | Juniper Hotels: Why should you check into this hotel stock?
JHL has unveiled Juniper 2.0, a massive growth plan — both organic and inorganic. JHL’s stock price has corrected ~33 percent from the all-time high recorded in April 2024. and current levels offer a good entry point.
BUSINESS
Cantabil Retail India: Demand to pick up from H2; valuations attractive
With roughly 550 stores now, CRIL has huge potential to expand. Moreover, CRIL is not present in South India now and aims to enter that market after two years, which indicates huge growth potential.
BUSINESS
Mrs Bectors Food Specialities: Why we remain bullish on the company
Be it gaining market share, controlling costs, venturing into new geographies, or launching premium products, MBFSL scores on all fronts. Its ambition is to become a pan-India player in the long run.
BUSINESS
Cello World: Second half likely to be stronger
The company has immense growth potential on the back of the market’s shift towards the organised segment and the focus on premium products
BUSINESS
Will the IPO of PN Gadgil Jewellers shine on bourses?
The transition from a family-run business to a professionally-managed organisation will lead to a valuation re-rating
BUSINESS
Metro Brands: Looking forward to a strong second half
Metro Brands Limited is expected to significantly strengthen its presence in the S&A (sports and athleisure) category, with tie-ups/acquisitions. This will provide the next leg of growth.
BUSINESS
Baazar Style Retail IPO: Does this retailer offer value to investors?
Since its inception in FY2014, BSRL has scaled up operations to reach a revenue size of close to Rs 1,000 crore in FY2024 and is amongst the fastest growing retail companies.
BUSINESS
SAMHI Hotels: Growth levers in place to tap industry upcycle
With the balance sheet in shape and healthy cash-flow generation, SAMHI’s focus has now shifted to tapping growth by addition of new room inventory & improving profitability by renovating/refurbishing the existing inventory.
BUSINESS
Royal Orchid Hotels: Why is it the right time to enter the stock?
The hotelier is seeing demand traction at present and expects a double-digit growth in revenues for the current fiscal
BUSINESS
Apeejay Surrendra Park Hotels: Why you should buy this hotel stock
Apeejay Surrendra Park Hotels is among the quality hotel stocks with a strong brand, and industry-leading occupancy and return ratios. A pickup in growth would lead to a re-rating.
BUSINESS
Senco Gold: Glowing long-term prospects
Senco Gold has a glittering future as demand picks up on the back of customs duty cut and shift of consumers to the organised jewellery segment
BUSINESS
Goldiam International: Glittering growth prospects
With in-house manufacturing capability, innovative designs, and established relationships with key retail clients in the US, Goldiam is expected to sustain the outperformance in the fast-growing LGD space
BUSINESS
Sky Gold: Sparkling growth prospects
The company is emerging as a preferred manufacturer of lightweight jewellery, given the varied design offerings as well as the recent shift to a much larger plant.
BUSINESS
Trent: Industry-leading show continues
While the stock’s valuations are at a premium, the consistent industry-leading performance and robust earnings outlook would continue to drive it.
BUSINESS
Lemon Tree Hotels: Major renovations to boost long-term outlook
The company would largely complete renovations by FY26, and we expect a strong increase in ARRs after that. With a new and upgraded overall room portfolio, LMNT is likely to report much stronger results from H2FY26.
BUSINESS
EIH: Weak Q1, but strong growth outlook
EIHL has lined up healthy room addition plans and aims to add about 50 properties and about 4,500 keys by 2030, which is more than double the current room count
