BUSINESS
Duty cut in Union Budget 2024 to add glitter to demand for gold, silver
The benefit to jewellery buyers should be to the tune of 6 percent
BUSINESS
Indian Hotels Company: Temporary blip in Q1 FY25; long-term story intact
IHCL, with a strong brand and parentage, diverse offerings and a strong balance sheet, is among the best stocks to play the industry up-cycle.
BUSINESS
Reliance Industries Q1: Positive results, favourable outlook
RIL’s leadership in retail, oil and telecom will drive sustainable cash flows whereas investment in renewables and clean energy make it an attractive bet on the transformation of the energy sector
BUSINESS
What can Union Budget 2024 do to sustain the dream run in infrastructure sector?
Budget 2024-25: Railways, Defence and Highways are expected to remain the key focus areas of capital spending. These three sectors together are expected to contribute about 63 percent to the overall budgetary spend
BUSINESS
D-Mart: Margin miss in Q1; valuations expensive
Given the nature of the operating costs (improving the consumer experience and future capability), they are likely to continue rising in the near to medium term, which would restrict margin improvement
BUSINESS
KNR Constructions: New order wins to drive re-rating
The company has guided to order inflows of about Rs 6,000 crore this fiscal
BUSINESS
Titan Company: Q1 misses estimates; long-term story intact
The key jewellery business put up a muted performance on higher gold prices and other factors
BUSINESS
Goldiam International: This jewellery player has shining growth prospects
GIL is aiming to become the largest lab-grown diamond jewellery brand in India and this remains a key re-rating trigger
BUSINESS
Cantabil Retail India: Improving outlook, expected budgetary sops to boost growth
Demand improvement, network expansion, and bigger online presence augur well for the retailer’s stock
BUSINESS
Sky Gold: Shining performance to continue
SGL continues to gain market share, driven by the industry shift towards the organised segment, increasing wallet share of existing customers as well as by tapping new customers
BUSINESS
Thangamayil Jewellery: Why this stock will continue to shine
Network expansion, normal monsoon, possible budget sops could add glitter to the company’s performance
BUSINESS
Lemon Tree Hotels: Why this hotel stock is poised for re-rating
The debt levels have peaked and with limited capex, we expect the debt-equity ratio to improve. The listing of asset-heavy subsidiary Fluer Hotels remains a key trigger for substantial debt reduction and re-rating.
BUSINESS
Mrs Bectors Food Specialities: To continue outperforming industry
Capacity expansion as well as enhancing distribution reach would lead to sustained market share gains
BUSINESS
What construction players to pick as infrastructure projects revive in Andhra?
The revival of the Amaravati capital city development plan in Andhra Pradesh and the expected core push across the country should boost construction stocks
BUSINESS
EIH: Why should you check into this luxury hotel stock?
EIHL has lined up robust expansion plans and a strong balance sheet will enable it to grow aggressively
BUSINESS
Royal Orchid Hotels: Why this hotel stock merits attention
Apart from the management contract route, ROHL is looking to sign hotels under revenue-sharing/leased/jointly owned operations to accelerate top-line growth
BUSINESS
SAMHI Hotels: Well poised to tap growth
With reduced debt, the hotelier now has a stronger balance sheet
BUSINESS
Trent: Why do we like the stock despite the surge?
The company plans to build a multi-brand portfolio in the fashion space, which presents huge growth opportunities
BUSINESS
Cello World: Well positioned to tap growth
The company is likely to see an accelerated growth in FY25, on the back of robust volume growth
BUSINESS
Senco Gold: Why this light-weight jewellery retailer has strong growth prospects
The accelerated market shift towards the organised segment is a key positive. Moreover, SGL is aggressively expanding distribution reach, especially in east and north India.
BUSINESS
Metro Brands: Can it find its feet in the long-term growth trajectory?
The company’s aggressive store expansion and huge growth opportunity from its association with FILA and Footlocker are among the positives.
BUSINESS
Jubilant FoodWorks: Demand pressure to sustain in the near term
We expect demand weakness to sustain in the near term for the key Dominos India business. Also, acquisition of DP Eurasia significantly increases the international exposure for JFL
BUSINESS
Dodla Dairy: Will this dairy stock continue to milk gains for investors?
FY25 is expected to see an accelerated double-digit growth for DDL, thanks to a pick-up in domestic milk volumes, commencement of a new plant in Kenya, and a massive increase in cattle feed capacity
BUSINESS
NCC Limited: Why it continues to remain our preferred bet in the construction space
NCC’s current order book, which is among the highest in the infrastructure space should lead to continued healthy growth over the medium to long run
