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
BUSINESS
Devyani International: Should one buy this stock after the steep correction?
Demand weakness in the domestic market is expected to continue in the near term, with a recovery expected after the general elections.
BUSINESS
Relaxo Footwears: Is it the right time to buy the stock?
Relaxo is confident of returning to double-digit growth over the medium term, driven by the pickup in industry demand, enhanced distribution reach and increased market share, owing to BIS regulations.
BUSINESS
Larsen and Toubro: Growth moderation in near term
While long-term opportunities remain good in light of strong recovery in international markets, and booming infrastructure spend in India, there would be moderation in the near term owing to elections in the domestic market
BUSINESS
D-Mart: Healthy Q4 results; improving operating metrics
While the share of e-commerce in the grocery industry is rising, thanks to the entry of many new players as well as ramp-up by existing players, there is a lot of growth potential for players like D-Mart.
BUSINESS
Titan Company: Margin miss in Q4; strong long-term growth prospects
Titan, which is among the few bigger jewellery retail chains with a national presence, would be the prime beneficiary of the market shift towards the organised segment.
BUSINESS
Indian Hotels Company: Well positioned to ride the industry upcycle
IHCL has big expansion plans across its product portfolio to tap the growth momentum. The scale-up of new businesses provides an additional growth lever
BUSINESS
RIL Q4: Superb execution, upbeat outlook
RIL’s consumer businesses now contribute to nearly half of consolidated operating profit. Meanwhile, a strong capex pipeline will sustain its growth momentum through newer verticals such as renewable and clean energy
BUSINESS
Senco Gold: How this jewellery stock retains sheen despite a sharp run-up
SGL plans to aggressively enhance its network. The ramp-up of studded diamond jewellery, leather bags and accessories and planned foray into lab grown diamonds provide additional growth opportunity
BUSINESS
Discovery Series | Cello World: Enter the high-growth world
The company is poised to benefit from rising consumer incomes, surge in nuclear families, and the shift from the unorganised to organised markets
BUSINESS
Titan Company: Steady growth led by jewellery; strong long-term growth prospects
With a strong parentage, brand recall, and enhanced distribution reach, Titan remains a good bet on the growing discretionary consumption front.
BUSINESS
Aditya Birla Fashion & Retail: Will the demerger move create value for investors?
The proposed move will create two separately listed companies with identical shareholding
BUSINESS
Goldiam International: Play on the growing lab grown diamond jewellery demand
Goldiam has a strong growth track record, experienced management team, financial prudence, and healthy return ratios
BUSINESS
Thangamayil Jewellery: Recent stock correction presents a good buying opportunity. Why?
TMJL is among the few quality listed stocks in the jewellery space with a track record of robust earnings growth, a strong loyal customer base, financial prudence as well as management experience and strength
BUSINESS
NCC Limited: Why is this our preferred bet in the infrastructure space?
The near-term delay in the awarding of projects is likely to have a minimal affect on NCC, given its large and diversified order book which is amongst the highest in infrastructure space.
