BUSINESS
Titan: The numbers have got more shine
Titan is expected to emerge stronger in the jewellery industry, going forward. The massive expansion in eyewear as well as watch segments will enable it to fire on all cylinders
BUSINESS
Indian Hotels Limited: Will it emerge stronger, post COVID-19?
IHCL is witnessing signs of recovery, starting this month, and expects to reach pre-COVID levels in the early part of the next fiscal
BUSINESS
Infrastructure and Engineering: Prime billing in Budget 2022, companies in sectors to benefit
The budget’s laser focus on capital expenditure and promoting domestic manufacturing unleashes opportunities for companies in these sectors
BUSINESS
Larsen & Toubro: Strong pipeline, stable earnings to support stock returns
L&T expects close to Rs 4 lakh crore of orders in the pipeline, the highest in the recent past, providing a strong revenue visibility
BUSINESS
Burger King India: Correction an opportunity for long-term investors
FY23 is expected to be much better for BKIL, given the acceleration in store openings and the expansion of the café format in India as well as the integration of the Indonesian business
BUSINESS
Sharda Cropchem: Will it continue to re-rate?
Sharda Cropchem has raised its capex on new registrations and has a healthy product registration pipeline. We expect the company to deliver double-digit volume growth in FY23 as well
BUSINESS
Rallis India: Will FY23 be a better year for the company?
We expect earnings recovery in FY23 as monsoon is likely to be normal, raw material prices are likely to ease domestically, and contribution from new launches can increase
BUSINESS
Metro Brands: Is it a worthy bet for the long term?
MBL’s earnings growth (over FY20-23) as well as valuations (based on FY23 projections) are at about 20 percent premium to Bata and discount to Relaxo, respectively
BUSINESS
Jubilant FoodWorks: Get ready for a bigger bite
Among quick-service restaurant players, Jubilant FoodWorks would be relatively less affected by the current third wave of COVID-19, thanks to the higher share of the delivery business
BUSINESS
Infrastructure sector: From good to great
Government aims to almost double the infrastructure spend under the National Infrastructure pipeline, providing huge growth opportunity for the infrastructure companies
BUSINESS
Avenue Supermarts (D-Mart): Results on a roll, future looks rosy
D-Mart has maintained decent store expansion even during the difficult times of COVID-19. This, coupled with the low penetration of the organised players in the grocery industry, indicates a huge runway for growth.
BUSINESS
Titan: Strong quarter; to outperform in current scenario
Titan posted better-than-expected performance in December 2021 quarter with strong demand across categories. Titan would relatively outperform in current scenario, owing to perceived safe position of gold and strong pent-up factor.
BUSINESS
Sharda Cropchem Ltd: Healthy earnings outlook; attractive valuations
SCC proves to be a safe bet in times of rising COVID-19 infections, given the essential nature of the industry it serves, viz., agriculture. Also, SCC is trading at attractive valuations.
BUSINESS
Sumitomo Chemical India: MNC by its side, does this agrochemical firm make the cut?
While the valuation of Sumitomo Chemical India is at a premium, we expect it to sustain, given the strong MNC parentage, robust export opportunities and a strong balance sheet
BUSINESS
Construction sector: Ample room for growth, key stocks in focus
We advise investors to stick to our high-conviction ideas, given their strong execution record and healthy balance sheet , which would enable them to take full advantage of the huge spend in infrastructure
BUSINESS
Mrs Bectors Food Specialities: Can it beat the industry?
BFS is poised to outperform the industry by expanding its distribution reach and introducing premium products
BUSINESS
Aditya Birla Fashion and Retail: Will acquisition of Reebok India rights add to value?
The acquisition of the Reebok rights will fill a key gap in ABFRL’s portfolio — sports and active wear segment
BUSINESS
Aditya Birla Fashion and Retail Q2 does it in style, prospects take on shine
Going forward, store expansion for the core business as well as the scaling up of new businesses, such as innerwear and ethnic wear, will be the key growth drivers for Aditya Birla Fashion
BUSINESS
Metro Brands IPO: How does it score on valuation?
Given the premium valuations to Bata and lower discount as compared to Relaxo, we believe Metro Brands IPO valuations provide little margin of safety for investors
BUSINESS
Interview | Incremental growth for Lodha will mainly come from joint development projects: MD & CEO Abhishek Lodha
Going forward, Lodha will be able to generate 40 percent of sales through the joint development model, says the top boss at Lodha Developers
BUSINESS
Go Fashion India basks in listing glory. What next for investors?
Post the steep run-up, the Go Fashion India stock has turned expensive. This is at a steep premium to comparable peer TCNS Clothing
BUSINESS
Value innerwear players: Poised for steady growth
Value innerwear segment is likely to outperform in the event of a possible third wave of COVID-19 given the essential nature of the demand.
BUSINESS
Lemon Tree Hotels: Can the stock re-rate further?
With the increasing sense of normalcy and with corporate and trade demand expected to resume in a big way, LMNT expects to touch pre-COVID levels by H1FY23
BUSINESS
Burger King India: Strong recovery quarter; multiple growth levers
With sales crossing pre-COVID levels in October 2021, and malls and colleges reopening, BKIL’s performance is likely to improve
