BUSINESS
Mrs Bectors Food Specialities: Why we remain bullish on the company
Be it gaining market share, controlling costs, venturing into new geographies, or launching premium products, MBFSL scores on all fronts. Its ambition is to become a pan-India player in the long run.
BUSINESS
Cello World: Second half likely to be stronger
The company has immense growth potential on the back of the market’s shift towards the organised segment and the focus on premium products
BUSINESS
Will the IPO of PN Gadgil Jewellers shine on bourses?
The transition from a family-run business to a professionally-managed organisation will lead to a valuation re-rating
BUSINESS
Metro Brands: Looking forward to a strong second half
Metro Brands Limited is expected to significantly strengthen its presence in the S&A (sports and athleisure) category, with tie-ups/acquisitions. This will provide the next leg of growth.
BUSINESS
Baazar Style Retail IPO: Does this retailer offer value to investors?
Since its inception in FY2014, BSRL has scaled up operations to reach a revenue size of close to Rs 1,000 crore in FY2024 and is amongst the fastest growing retail companies.
BUSINESS
SAMHI Hotels: Growth levers in place to tap industry upcycle
With the balance sheet in shape and healthy cash-flow generation, SAMHI’s focus has now shifted to tapping growth by addition of new room inventory & improving profitability by renovating/refurbishing the existing inventory.
BUSINESS
Royal Orchid Hotels: Why is it the right time to enter the stock?
The hotelier is seeing demand traction at present and expects a double-digit growth in revenues for the current fiscal
BUSINESS
Apeejay Surrendra Park Hotels: Why you should buy this hotel stock
Apeejay Surrendra Park Hotels is among the quality hotel stocks with a strong brand, and industry-leading occupancy and return ratios. A pickup in growth would lead to a re-rating.
BUSINESS
Senco Gold: Glowing long-term prospects
Senco Gold has a glittering future as demand picks up on the back of customs duty cut and shift of consumers to the organised jewellery segment
BUSINESS
Goldiam International: Glittering growth prospects
With in-house manufacturing capability, innovative designs, and established relationships with key retail clients in the US, Goldiam is expected to sustain the outperformance in the fast-growing LGD space
BUSINESS
Sky Gold: Sparkling growth prospects
The company is emerging as a preferred manufacturer of lightweight jewellery, given the varied design offerings as well as the recent shift to a much larger plant.
BUSINESS
Trent: Industry-leading show continues
While the stock’s valuations are at a premium, the consistent industry-leading performance and robust earnings outlook would continue to drive it.
BUSINESS
Lemon Tree Hotels: Major renovations to boost long-term outlook
The company would largely complete renovations by FY26, and we expect a strong increase in ARRs after that. With a new and upgraded overall room portfolio, LMNT is likely to report much stronger results from H2FY26.
BUSINESS
EIH: Weak Q1, but strong growth outlook
EIHL has lined up healthy room addition plans and aims to add about 50 properties and about 4,500 keys by 2030, which is more than double the current room count
BUSINESS
NCC Limited: Strong outlook but stretched valuations
The company stands to benefit immensely from the revival of the Amaravati city project. It is also projecting a strong order inflow for FY2025, and has a robust and a well-diversified order book.
BUSINESS
FirstCry: Should investors subscribe to this IPO?
Long-term outlook is promising, given its strong brand, niche positioning, robust execution capabilities, and the potential for margin improvement.
BUSINESS
Titan Company: Near-term margin hit; glowing long-term prospects
Organised jewellery players have huge headroom for growth, helped by the duty cut and favourable regulatory measures
BUSINESS
Ceigall India: Should you subscribe to this construction company IPO?
With specialisation in structure development, the company is qualified to bid for large-ticket projects. It would be a beneficiary of the government’s infrastructure push.
BUSINESS
Thangamayil Jewellery Ltd: Near-term margin impact; shiny outlook for the long term
While there would be a temporary hit on margins, the reduction in customs duty on gold imports to 6 percent, from 15 percent earlier, is a long-term positive for the organised jewellery industry.
BUSINESS
Larsen and Toubro: Expect better recovery, aided by higher execution, order inflows
Higher public capex allocation in the domestic market and a rebound in the international market are the expected growth levers
BUSINESS
Limited sops from the Budget for consumption with no direct rural benefit
The expected growth in GDP is the likely saviour for consumption stocks.
BUSINESS
Infrastructure to continue its growth momentum as Budget 2024 retains focus on capex
Strong capital outlay for the infrastructure sector should provide enough revenue visibility particularly in the light of slowdown in the first three months of the current fiscal
BUSINESS
Budget's duty reduction on leather imports to boost demand
Footwear prices should come down by 5 percent following the Budget move
BUSINESS
Why this infrastructure stock is a big beneficiary of Union Budget 2024
The central government commits funds to develop the eastern region with focus on Andhra and Bihar
