BUSINESS
Indian Hotels Ltd: Strong results, well positioned to play upcycle
IHCL, with its strong parentage, robust brand image, presence across categories and further strengthening of balance sheet, is well positioned to drive the sector upcycle.
BUSINESS
Jubilant FoodWorks: Strong quarter; robust growth prospects
Jubilant FoodWorks has accelerated store expansion for the flagship Domino's brand, opening the highest ever quarterly new stores
BUSINESS
Devyani International: Add taste to your portfolio
Company has significantly strengthened its balance sheet through debt reduction, post the IPO in August 2021, and it is on track for a strong store expansion, going ahead.
BUSINESS
Avenue Supermarts (D-Mart): What should investors do, post the stellar run-up?
D-Mart posted strong results for Q2FY22. With a steep reduction in COVID-19 cases, store operations have normalised, and the company is on track to resume strong earnings growth trajectory
BUSINESS
KNR Constructions: Does the stock re-rating have more steam left?
With a strategy of maintaining a strong balance sheet, a robust execution track record and the experience of pan-India project execution, KNR is likely to gain from huge infrastructure push by the government
BUSINESS
Titan: A likely glow in the show
The business update for the September 2021 quarter indicated a strong recovery in demand post the second wave of COVID-19. The recovery has been pretty swift and better than our expectations
BUSINESS
China supply crisis: Can India’s chemicals step in?
In the last 20 months, COVID, logistics issues, and, now, power shortages have accelerated the global trend of de-risking the supply chain from China which would benefit the entire Indian chemical industry.
BUSINESS
For Sumitomo Chemicals India, speciality is the trump card
The key near-term trigger for Sumitomo Chemical is the manufacturing of technical grade active ingredients for its parent company
BUSINESS
HG Infra Engineering lays the groundwork for higher growth
Pick-up in execution, healthy order book and diversification into new areas would continue to drive growth as well as valuation multiples
BUSINESS
Sharda Cropchem: Likely to outperform in the agrochemical space
Healthy product registration pipeline provides medium-term growth visibility while increasing focus on biocides would be a key trigger to watch.
BUSINESS
Macrotech Developers: Long-term story is still in place
This is probably one of the few companies in the real estate space that has the capabilities and the management who can leverage the growth and create value in the long run
BUSINESS
Dhanuka Agritech: Looking beyond rains for future investment
The upcoming Dahej plant would cut down raw material costs and open export avenues for Dhanuka Agritech
BUSINESS
Construction sector: Do companies have better growth prospects in FY22?
With much better execution in June 2021 quarter, labour availability and project execution reaching pre-COVID levels, we expect better earnings growth for construction companies in FY22
BUSINESS
Page Industries: Can the innerwear giant re-rate from the current levels?
While competition is increasing, there is a lot of growth potential for Page, especially in rural India, given the increasing premiumisation trend and its focus on enhancing network in the hinterlands
BUSINESS
Burger King India: Will the proposed acquisition create shareholder value?
Burger King's Indonesian acquisition is at attractive valuations and likely to add shareholder value, besides fast tracking its growth prospects
BUSINESS
Thangamayil Jewellery poised to take on more shine
TMJL has been enhancing its product portfolio, with a focus on high margin value-added jewellery items
BUSINESS
Relaxo Footwears: Will this footwear major add to its market share?
New launches and a better distribution presence are expected to translate into continued market share gains for Relaxo
BUSINESS
Trent: Can this differentiated brand retailer be back on strong growth path?
Trent’s store expansion strategy in the apparel space is fast, and this would pave the way for an industry-leading growth
BUSINESS
Burger King India: Will this QSR player resume its fast growth trajectory?
The introduction of the Stunner value menu and foray into cafes would further enrich the product portfolio and enable BKL to grow faster in the listed quick service restaurant (QSR) space
BUSINESS
Mrs Bectors Food Specialities: Will the company beat industry growth?
Mrs Bectors Food is expected to grow in mid double-digits in the medium term, which would be higher than industry growth
BUSINESS
Value innerwear players: Will these stocks continue to rerate?
Both Dollar Industries and Rupa Company have guided for healthy 14-15 percent top line growth in FY22
BUSINESS
V-Mart Retail: Will the value retailer reach normalcy soon?
A near-normal monsoon as well as improving economy would drive consumption in rural areas, with V-Mart Retail already witnessing a faster recovery than the last fiscal
BUSINESS
Goldiam International: Best ever results; bright outlook
Goldiam’s strategy of increasing online sales and foray into lab-grown diamonds have led to a strong improvement in the financial performance and would continue to drive the financials, going ahead
BUSINESS
Indian Hotels: Is it the best stock to play the recovery theme?
With the unlocking measures, IHCL witnessed a significant recovery on a month-on-month (MoM) basis, both in July as well as early August
