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
BUSINESS
PI Industries: Next catalyst is the pharma opportunity
In the near to medium term, inorganic opportunity for PI Industries is the key trigger to keep track of
BUSINESS
Tata Motors: Near-term hiccups to dent performance; wait for better entry point
H1FY22 performance would be impacted for both JLR as well as domestic operations. We expect recovery from H2FY22.
BUSINESS
Larsen & Toubro sees COVID second wave as a blip, not a derailment
Despite impact of second wave of COVID-19, the company has guided for 13-15 percent revenue growth in FY22 as it thinks the present crisis is short term and its impact would be lesser
BUSINESS
EIH: Is the quality hotel stock worth a look at this juncture?
With improved vaccination, the hotel industry is expected to reach pre-COVID levels by FY23
BUSINESS
Avenue Supermarts: Good result, but when should one buy the stock?
Although DMart showed strong growth historically, near-term impact due to COVID-related restrictions are bound to affect performance
BUSINESS
Trent: Near-term headwind an opportunity for long-term investors
Trent has a strong parentage and brand recall, which, along with an efficient operating model, ensure for itself the best financial metrices in the industry
BUSINESS
Indian Hotels: Look beyond near-term hiccups
IHCL is keeping a sharp focus on maintaining cost control and balance sheet strength
BUSINESS
Titan: COVID uncertainty clouds near-term outlook, wait for better entry price
The Titan management refrained from offering FY22 revenue guidance due to uncertainties on account of the second wave of COVID-19. Valuations are at premium to historical averages
BUSINESS
What is the valuation that Zomato could command?
Zomato IPO: In its last fund raising round, Zomato was valued at 15 times EV/Sales for FY20, a discount to its international peers
BUSINESS
Discovery Series | Goldiam International: Add a gem to your portfolio
Cash and cash equivalents form about 40 per cent of the market cap of Goldiam International, implying P/E of about 8x for core business
BUSINESS
A play on likely outperformance of agro-chemical sector in near term
Rallis' focus on the contract manufacturing business and filling portfolio gaps are a key watch
BUSINESS
Road construction: Strong performance in FY21, what lies ahead?
Our conviction ideas such as KNR, PNC and HG Infra have lower debt to equity and are adequately capitalised
