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
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
