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
BUSINESS
Can consumption get a lift from the Budget 2025?
The govt’s focus will continue to be on infrastructure and job creation. However, given the fiscal constraints and depreciation of the INR against the USD, the govt has limited space to provide direct consumption boost.
BUSINESS
RIL Q3 FY25: Consumer businesses drive performance, support outlook
Trends such as premiumisation and rising digital adoption will benefit its consumer-facing businesses while investments in clean energy will create a future growth driver
BUSINESS
Jubilant FoodWorks: India business outlook improving, but valuation expensive
Improvement in Dominos same-store sales growth and scale-up of Popeyes franchise remain key growth triggers
BUSINESS
HG Infra Engineering: Why should you bet on this construction player?
The company has already carved a niche in the road construction space. Its diversification into newer segments is also yielding results and it boasts of a huge order book in the infrastructure segment
BUSINESS
Ventive Hospitality: Should you check into this hotel IPO?
Ventive Hospitality IPO comes at a time when the hotel industry is sustaining the up-cycle witnessed post the COVID-19 pandemic. With a valuation discount to comparable players, it is a good bet on the booming hotel space.
BUSINESS
NCC Limited: Strong outlook, but valuations cap upside
NCC has retained its FY25 order inflow guidance of Rs 20,000-22,000 crore, indicating a strong pick-up in new orders in the second half
BUSINESS
International Gemmological Institute (India) IPO: Will bourses certify the gem?
IGI India operates in the niche category of independent diamond certification and has established leadership position in the fast-growing lab-grown diamond market.
BUSINESS
Vishal Mega Mart IPO: Can this value focused retailer create wealth for investors?
Targeting the middle and lower middle class, VMML has a wide portfolio with strong positioning and product range in the opening price points
BUSINESS
EIH Limited: Why should you check into this hotel stock?
EIH Limited has outlined healthy room addition pipeline and has retained its long-term guidance of more than doubling its room inventory by 2030.
BUSINESS
Quick Take: Proposed GST hike on apparel to hurt consumer sentiment
The rate increase could translate into a 5-6 percent rise in mid-to-premium apparel prices.
BUSINESS
Senco Gold Limited: Shining growth prospects
SGL is accelerating its network reach to strengthen presence in the jewellery industry. The ramp-up of lab-grown diamonds (LGDs) and fashion accessories remains an additional growth trigger.
BUSINESS
Cello World set to pen a stronger growth script in H2
The company experienced demand traction in October, while new products and capacity expansion will act as growth levers
BUSINESS
SAMHI Hotels: Expansion plans add to earnings visibility
Robust cash flow generation will ensure that SAMHI is able to largely fund the capex via internal accruals and without stretching the balance sheet
BUSINESS
Indian Hotels Company: Well placed to ride the industry upcycle
With a strong parentage, comprehensive product offerings, scaling up of new businesses, and healthy inventory addition plans, IHCL is well positioned to ride the hotel industry up-cycle.
BUSINESS
Trent Q2 has multiple growth levers
Trent is among the fastest-growing consumption companies and the strong growth momentum is likely to continue. New initiatives like the Zudio Beauty store, international forays, and lab-grown diamonds will contribute to growth
