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
BUSINESS
V-Mart Retail: Is it the right time to look at the value retailer?
Higher COVID-19 infections in semi urban and rural areas are likely to affect demand in the near term for V-Mart Retail
BUSINESS
Aditya Birla Fashion and Retail: Near-term weakness could present opportunity for long-term investors
Second wave is likely to affect performance of ABFRL for a significant part of FY22. However, brand recall of the core business and huge growth potential of emerging verticals will set stage for more upside
BUSINESS
Page Industries: Near-term blip, strong long-term outlook
While second wave of COVID-19 will impact the operations of Page Industries in the near term, we expect significant recovery from Q2FY22 as the restrictions ease
BUSINESS
Barbeque Nation Hospitality: Wait for a tasty meal
Second wave of COVID-19 and consequent lockdowns and restrictions are likely to significantly impact the dine-in business of Barbeque Nation in H1FY22
BUSINESS
Goldiam International: Strong results, shiny outlook
Increasing share of lab grown diamonds and expansion of of e-commerce business are key growth drivers for the company.
BUSINESS
Dhanuka Agritech: Still offers margin of safety
The Centre’s efforts to bring down import of oilseeds and pulses are key positives for Dhanuka. Additionally, the commencement of Dahej plant would enable backward integration as well as open export opportunities
BUSINESS
Relaxo Footwears: Though there are near-term challenges, long-term prospects strong
Despite near-term challenges, Relaxo is expected to continue to outperform the industry, driven by product launches and an expanding distribution network
