BUSINESS
Metro Brands: Is demand traction adding spring in its step?
Metro Brands will continue to expand network and focus on rolling out premium products
BUSINESS
Royal Orchid Hotels: Will the growth strategy help the stock re-rate?
With a new brand architecture, a revamped loyalty rewards programme as well as property additions in key marquee markets, ROHL is well positioned to strengthen its presence in the hotel industry
BUSINESS
EIH Limited: Robust demand and higher room rates drive growth
Domestic demand continues to be strong and an expected increase in foreign tourist arrivals bodes well for EIHL, which is a preferred destination for foreign tourists.
BUSINESS
Mrs Bectors Food Specialities: Will it resume industry leading earnings growth?
MBFSL is accelerating new product launches (with a focus on premiumisation) which would remain the key growth driver
BUSINESS
Lemon Tree Hotels: Better occupancy, room rates drive performance
The demand momentum remains strong and LMNT has lined up aggressive inventory addition plans.
BUSINESS
Sky Gold and Diamonds: Is sky the limit?
SGDL continues to gain market share led by the broadening of product offerings, exclusive designs for consumers as well as gaining new consumers both in the domestic markets as well as exports.
BUSINESS
V2 Retail: Can fashion flourish in semi-rural India?
Record-breaking profits, rapid store expansion, and agile inventory control make V2 Retail a scaleable and profitable retail force in Tier 2 and Tier 3 cities
BUSINESS
Cello World: Q4 beats estimates, but will growth sustain in FY26?
CWL intends to continue launching new products along with a focus on premiumization. It is also deepening its network presence and augmenting sales via the online route
BUSINESS
Leela Hotels IPO: Should you check into this public issue?
The Indian hospitality industry, particularly the luxury segment in which Schloss Bangalore (operator of Leela Hotels) operates, is poised for a sustained upcycle over the medium term
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
