BUSINESS
Barbeque Nations and Hospitality: Can it deliver good taste to your portfolio?
Company will resume store expansion in FY22 and significantly ramp up its delivery business in line with the current trend in the industry, thereby transforming itself from a full dine- service restaurant
BUSINESS
Titan: Bright outlook
Titan is seeing a strong recovery in demand, following the easing of COVID-19 curbs from June 2021, in both the jewellery and the non-jewellery segments.
BUSINESS
Devyani International IPO: Get ready for a tasty bite
Post COVID-19, organised QSR players like Devyani International are likely to gain market share from the unorganised space. IPO Valuations are at discount or on par with listed peers
BUSINESS
PI Industries: A sizeable entry into pharma
Acquisition of Ind Swift Laboratories would provide synergistic benefits and would be new growth catalyst for the company. Company believes the acquisition is the first step towards transforming itself into a more diversified player.
BUSINESS
Aditya Birla Fashion and Retail: Is recovery around the corner?
Business momentum is picking up strongly post unlock measures. Company expects to reach normalcy by festive season provided third wave of COVID-19 does not have significant impact.
BUSINESS
L&T: Earnings recovery led by higher execution and order book to continue
Strong order book and expectations of high margins provide good earnings support to L&T. However, the stock is trading on the higher side of the historical range
BUSINESS
Reliance Industries Q1 FY22: The digital and renewable businesses have the potential to drive a re-rating
Overall, in our view, RIL’s shift to digital and renewables businesses has the potential to re-rate the company.
BUSINESS
Jubilant FoodWorks: Why the expensive valuation doesn’t matter
With continuous menu innovation, proven efficient delivery model and further strengthening of digital capabilities, Jubilant FoodWorks looks to build on its dominant position in the QSR space
BUSINESS
Reliance Retail Ventures: Dials Just Dial to strengthen its online initiative
With funds from Reliance Retail, Just Dial can expand its business, and transform itself into a transaction platform. Reliance Retail would gain access to customer database of Just Dial and could also launch a super app to provide bouquet of services.
BUSINESS
Tatva Chintan Pharma Chem: Is the speciality chemical IPO worth applying?
Tatva has a diversified product portfolio, with a dominant position in most product segments. Valuations are at a discount to the comparable peer set
BUSINESS
Zomato IPO: Will it deliver a good meal to investors?
India’s leading online food-delivery company promises high growth but at a premium valuation
BUSINESS
Avenue Supermarts: Will the strong earnings growth cycle resume from this fiscal?
With fast normalisation of economic activities, we expect resumption of strong earnings growth cycle for D-Mart from FY22
BUSINESS
Titan looks to turn the clock back as customers return
Apart from the key jewellery business, watches and wearables are witnessing rapid recovery in customer walk-ins, which was not the case in FY21. We expect FY22 to be a much stronger year for Titan
BUSINESS
GR Infrastructure Projects IPO: Can it cruise on the capital market highway?
Sector tailwinds, proven execution track record, better margin profile and valuation discount to peers mean the IPO has all the ingredients to perfrom well at the bourses
BUSINESS
Thangamayil Jewellers: A shining future ahead
With easing of restrictions and pent-up demand, we expect Thangamayil Jewellers to deliver growth in FY22 as well
BUSINESS
Reliance Retail: Robust growth prospects to drive valuations
The management targets strong growth in the medium term, putting Reliance Retail in the top 10 retailer club globally
BUSINESS
DFM Foods: Is the company well placed to resume high growth?
With new professional management team's focus on product introductions, enhancement of distribution reach and increased technology adoption, we expect DFM Foods to resume high growth trajectory
BUSINESS
India Pesticides IPO: What does this have in store for investors?
India Pesticides, with one of the best return ratios in the industry, has swiftly ramped up its capacity in recent years indicating good order book and strong linkage with formulators
BUSINESS
Lemon Tree Hotels: Poised for a strong recovery
Unlocking by various states and increased pace of vaccination to drive recovery; occupancies of Lemon Tree Hotels likely to reach pre-COVID levels towards the end of FY22
BUSINESS
Dodla Dairy IPO looks to turn things around for the investor
Given the lack of worthy options in the space and Dodla Dairy's track record of market share gains, the IPO is a bet to be subscribed for listing gains
BUSINESS
Get, set and go: Is Bata India ready for the growth sprint?
With the pace of vaccination rising, we expect significant improvement in mobility from H2 and a very strong comeback in footwear demand. Bata India stands to gain
BUSINESS
Does Burger King India pack in enough for your portfolio?
Burger King is expected to deliver industry leading earnings growth in the medium term driven by aggressive store expansion, menu enrichment by product introductions
BUSINESS
Sharda Cropchem: Domestic COVID disruptions no dampener for this value play
Localised COVID restrictions are unlikley to have any impact on Sharda Cropchem. Most of its sales as well as raw material sourcing are outside India where economic activities have almost normalised
BUSINESS
Value innerwear stitches up a solid investment story. This is how
Innerwear demand being need based is unlikely to see any material impact for Dollar and Rupa on account of second wave of COVID-19
