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
BUSINESS
Sapphire Foods India: Can it whet appetite for investors?
With the increase in scale (expected to reach a store count of 680 in FY23), SFL’s margins are expected to improve and the margin differential with the bigger players would narrow
BUSINESS
Go Fashion India IPO: Will this apparel player make a strong debut at the bourses?
GFIL is trading at a comparable valuation to peers, despite a better margin profile, thus providing scope for re-rating
BUSINESS
Nykaa: What should investors do, post the stellar run-up in stock price?
Nykaa’s valuations are at a premium to the leading retail players but the valuations are likely to sustain, given the better growth opportunity and scope for earnings improvement
BUSINESS
Page Industries: Will this premium inner-wear player sustain rich valuation?
Page aims to reach the $1 billion revenue mark by FY2026, which implies a strong 21 percent CAGR
BUSINESS
Thangamayil Jewellery: Can this jewellery player re-rate further?
The TMJL stock has more than doubled since our recommendation in March 2021
BUSINESS
Goldiam International: Will this niche jewellery maker continue its strong play?
The earnings trajectory of Goldiam International is expected to remain strong while faster-than-expected ramp-up of the e-commerce and lab-grown business can drive earnings higher
BUSINESS
Sapphire Foods IPO: Will it deliver a profitable meal to investors?
Sapphire Foods is focussing on improving profitability and eyes benefits of scale as it ramps up operations. Valuations are at a discount to comparable listed QSR players
BUSINESS
Devyani International: Geared up for a sizzling performance
Devyani International has huge growth opportunity in the QSR industry, given its reputed core brands such as KFC (chicken offerings), Pizza Hut (pizzas) and Costa Coffee (beverages)
BUSINESS
Barbeque-Nation Hospitality: Is the restaurant player on track for fast growth?
With the scale-up in business, BBQN's margins are expected to improve, which would further strengthen its position as the most profitable listed player in the restaurant space
BUSINESS
Nykaa IPO: Good investment opportunity in a profitable e-commerce business
Nykaa's growth profile is superior to both its international peers as well as Indian retailers. Investors can subscribe to the public issue
BUSINESS
L&T: Strong order inflows, recovery in services business to support near-term growth
With newer businesses, sustainable and profitable growth and higher cash generation, L&T is well positioned to capture the growth upcycle
BUSINESS
Titan: Shiny performance, strong outlook
Titan has strong growth potential across its business verticals, given the higher share of the unorganised segment
BUSINESS
Larsen & Toubro: This large-cap stock offers deep value, good margins of safety
Our SOTP suggests that the L&T stock is valued about 20 percent lower than its intrinsic value
