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
BUSINESS
Tourism takes focus in Modi's Budget, positive for hospitality, allied sectors
The government’s move to develop tourism is positive for tourism-related industries such as hotels and luggage companies
BUSINESS
Election Budget — Rural development, consumption get a boost
Allocations for the MNREGA and road & highway construction hiked
BUSINESS
Will consumption companies have reasons to celebrate the Budget?
The government has a strong revenue profile that can be utilised to jack up private consumption
BUSINESS
Larsen & Toubro: Growth momentum could moderate
Stock upside is capped because of the likely sluggishness in domestic business
BUSINESS
Sky Gold: Shining performance to continue
The company plans to triple its production capacity, which provides strong growth visibility over the medium term
BUSINESS
Metro Brands Limited: Strong earnings growth to resume from FY25
With growth normalising in FY24, we expect MBL to resume strong double-digit earnings growth from FY25.
BUSINESS
RIL: Q3 results reflect broad-based business strength
RIL’s solid financial strength and business strategy potential augur well for its shareholders over medium term
BUSINESS
Can election, interim budget revive spend on consumption?
Previous interim budgets have announced measures to boost consumption, and this one is likely to be no different.
BUSINESS
D-Mart: Better margins to stay; long-term growth prospects sunny
With a likely recovery in consumer discretionary spending, D-Mart’s product mix is expected to improve and the gross margin improvement witnessed from Q3FY24 should continue, going ahead
BUSINESS
Budget 2024: Infrastructure - Government likely to continue capex push
While this will be an Interim Budget, the overall mood is that the government will continue to spend, particularly because private capex is at a nascent stage and there is buoyancy in government revenues
BUSINESS
Discovery Series | Sky Gold: Add this crown jewel to your portfolio
The company is on a path of rapid growth and is almost tripling its manufacturing capacity. The introduction of new products and the addition of large pan-India customers is expected to drive growth
BUSINESS
Titan Company: Sound Q3; outlook keeps its shine
Titan, with a high single-digit market share in the domestic jewellery industry, has strong growth prospects, going ahead. It is also aggressively expanding in international markets, such as the Gulf region and the US
