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.
BUSINESS
Cantabil Retail India: Strong earnings growth to resume from FY25
CRIL has maintained aggressive long-term expansion plans and also retained its target of reaching the revenue mark of Rs 1,000 crore by mid FY2027
BUSINESS
Royal Orchid Hotels: Why should you count on this hotel stock, post correction?
ROHL is planning to introduce more sub-brands for large-sized properties, aiming to build a diverse portfolio as well as sharpen product offerings
BUSINESS
Mrs Bectors Food Specialities: Set to outperform the industry
The capacity expansion plans are on track and will continue to support MBFSL, which is targeting a mid-teen revenue growth over the next few years.
BUSINESS
Discovery Series | Apeejay Surrendra Park Hotels: Why should you check into this hotel stock?
ASPHL plans to double room inventory over the medium term. With a healthy cash flow and a huge land bank, ASPHL can grow organically without stretching the balance sheet
BUSINESS
Gopal Snacks IPO: Will it be a worthy investment?
The company enjoys industry-leading return ratios and the best asset turnover ratio among peers
BUSINESS
Indian Hotels Company: Best stock to play the industry upcycle
IHCL has strong inventory addition plans and can also tap inorganic opportunities for growth
BUSINESS
Trent: Should you hold on to this multi-bagger stock?
The company plans to aggressively scale up business across formats, and with its current presence in only 155 cities, there is a huge growth potential
BUSINESS
Senco Gold: Will the glow get bigger?
While revenue growth was strong, margins declined
BUSINESS
Thangamayil Jewellery: Why are we bullish on this regional jewellery player?
The strategic shift to the organised segment and the focus on non-gold jewellery augur well for the company
BUSINESS
Royal Orchid Hotels: Poised to grow bigger
With the company gaining scale, several large hotel owners are now willing to partner with ROHL. With the strengthening of the management team, ROHL is well placed to tap the next leg of growth
BUSINESS
Lemon Tree Hotels: Is the time right to check into this stock?
With no major greenfield capex and healthy cash generation, LMNT will focus on debt repayment and strengthen the balance sheet
BUSINESS
EIH: Well positioned to ride the industry upcycle
EIH has lined up aggressive inventory addition and a strong balance sheet (net debt free) will enable it to pursue its robust growth strategy.
BUSINESS
Nykaa: Focus on growth to limit margin improvement; valuations expensive
While margins are likely to improve with higher scale, the management has indicated it would reinvest the same to attract new customers and sustain growth. Margins in the next fiscal are likely to remain near the COVID levels
BUSINESS
SAMHI Hotels: Better profitability, balance sheet strength to sustain re-rating
SAMHI is targeting an industry benchmark ratio of 3x for Net Debt/EBIDTA by the end of the next fiscal. The strengthening of the balance sheet will enable re-rating and enable SAMHI to tap inorganic growth opportunities.
BUSINESS
Apeejay Surrendra Park Hotels: Will it be profitable for investors to check into this IPO?
ASPH has industry leading occupancy rate and a higher proportion of repeat customers (about 25-30 percent), resulting in an efficient utilisation of properties
BUSINESS
Titan Company: Glittering growth prospects
Titan’s prospects are glittering as the company ramps up both jewellery and non-jewellery businesses
BUSINESS
Momentum for railway, defence in India Budget
The provision of Rs 1 lakh crore for R&D is a ground-breaking move
