BUSINESS
ITC Hotels: Strong Q4; robust growth outlook
ITC Hotels has a healthy inventory addition pipeline and there is scope for further sweating the current asset portfolio
BUSINESS
NCC Limited: Strong order book provides growth visibility
NCC received record order inflows in Q4FY25 and emerged L1 (lowest bidder) in several projects. It has indicated strong order inflow for FY26, indicating that infrastructure development opportunity remains huge.
BUSINESS
Baazar Style Retail: Can this value retail player lead fashion growth?
With record revenues, store additions, and strong private label momentum, Baazar Style Retail ended FY25 with strong growth.
BUSINESS
Jubilant Foodworks: India business outlook strong; valuation expensive
While India business outlook is robust, DP Eurasia (mainly Turkey business) is currently facing macroeconomic challenges, owing to hyper inflation
BUSINESS
Titan Company: Healthy Q4FY25 results, robust outlook
Notwithstanding a sharp increase in gold prices, industry tailwinds, a broader product portfolio and product re-engineering are expected to sustain the growth momentum for the jewellery business.
BUSINESS
Indian Hotels Company: Healthy Q4FY25 results; strong growth prospects
IHCL, with its leadership position and a comprehensive portfolio, is well-positioned to gain from the industry upcycle.
BUSINESS
DMart: Sustained margin pressure to restrict earnings
Increased FMCG discounts and store operating costs led to a steep decline in margins in Q4FY25
BUSINESS
Trent: Q4 FY25 margin surprises positively
The company has huge headroom for growth and is likely to deliver robust earnings over the medium to long run.
BUSINESS
SAMHI Hotels: Will the GIC deal be a game-changer for the stock?
The deal should significantly deleverage SAMHI’s balance sheet and enhance growth prospects
BUSINESS
Baazar Style: Is this the next rising star in value retail space?
With consistent SSSG, an expanding private label portfolio, and strong store-level economics, Baazar Style stands out as a scalable and profitable value fashion retailer with deep regional presence
BUSINESS
International Gemmological Institute (India): Dimming growth prospects
The 10 percent import tariff by the US is likely to increase costs and have an adverse effect on discretionary demand.
BUSINESS
Thangamayil Jewellery: Will this stock keep its sparkle intact?
Thangamayil Jewellery Limited is among the few listed jewellery companies with a strong brand, a loyal customer base, and strong return ratios.
BUSINESS
Senco Gold: Time to shine again, post correction?
As per the pre-quarter business update, Senco Gold posted strong revenue growth in Q4FY25, led by wedding and festive sales
BUSINESS
Titan Company: Will the financials glitter?
The company continues to see strong demand for jewellery, despite the sharp increase in gold prices. The market shift towards the organised segment is also beneficial for large organised jewellery companies like Titan
BUSINESS
Trent: What should investors do after a disappointing Q4?
The SSSG, a key performance parameter, is showing moderation over the past two quarters
BUSINESS
Will Trump’s reciprocal tariff dim the glitter of gems and jewellery?
While listed companies, except Goldiam, will not be hit hard, unlisted players stand to suffer. The gems and jewellery sector also faces the threat of job losses.
BUSINESS
EIH: Is there enough room for this hotel stock to grow?
The hotel industry is experiencing an up-cycle while there is a shift in consumer preference towards premium properties
BUSINESS
V2 Retail: Will this fashion retailer deliver value to investors?
The company is positioning itself as a key player in India’s value retail sector.
BUSINESS
Sky Gold: Will the glowing performance continue?
Jewellery demand is back after a brief lull following the price spike
BUSINESS
Apeejay Surrendra Park Hotels: Does the correction offer an opportunity to check into this hotel stock?
The hotelier is poised for pricing growth as it commands industry-leading occupancy levels while its balance sheet remains strong
BUSINESS
SAMHI Hotels: Why is this hotel stock poised for re-rating?
After the strengthening of the balance sheet as well as the turnaround in operations post the Initial Public offer (IPO) in September 2023, SAMHI is now set to add/renovate inventory to boost growth.
BUSINESS
Jubilant FoodWorks: India business picking up, valuation expensive
JFL is expecting growth momentum to pick up in India, led by healthy network expansion as well as continued robust LFL growth.
BUSINESS
Mass and premium consumption goods to both benefit from Union Budget 2025-26
More disposable income in the hands of tax payers and higher allocation to rural schemes will propel buying by consumers
BUSINESS
Tax relief to propel discretionary consumption
Companies engaged in apparel, footwear, QSR, jewellery, and personal care likely to benefit
