BUSINESS
Indian Energy Exchange takes a pause as earnings narrow in the near term
The energy market is stabilising with the expectations of demand coming back in the near future
BUSINESS
Engineers India: Growth momentum gathering steam
With order inflows and orders in hand remaining strong, there is enough scope for improvement in execution and margins
BUSINESS
Cummins India: Riding on strong economic revival
Recovery in the end market and improving profitability are expected to support earnings of Cummins
BUSINESS
Bharat Electronics: Strong orders fire up the growth cannon
Diversification and initiatives in the emerging segments are yielding positive results
BUSINESS
Va Tech Wabag: Better growth, profitability on the way
Order inflows remain strong while focus on debt reduction and profitability continue to drive earnings
BUSINESS
Thermax: Faster execution at the heart of growth
March quarter sees a 16 percent YoY jump in consolidated revenues; margins improve
BUSINESS
Hindustan Aeronautics: Eyeing higher growth
With strong orders in hand and better earnings visibility company continues to ride higher
BUSINESS
Larsen & Toubro: Stock riding on high hopes, backed by strong orders
L&T is sitting at a record order book of close to Rs 399,526 crore. Even though order inflows are expected to be slightly lower this year (growth of 10-12 percent) because of the general elections, existing orders provide a good visibility.
BUSINESS
Nexus Select Trust REIT IPO: A better option with low risk, higher yield
Nexus Select Trust being a retail REIT, the upside to growth is high and the risk is low in the light of India being a booming consumption market
BUSINESS
KEC International: Riding the strong momentum in capex cycle
Order book strong, margins improving, execution better, and working capital under control
BUSINESS
KEI Industries: Higher valuations could cap upside
Multiple levers make the company upbeat about growth prospects
BUSINESS
IRCON International is switching to growth fast track. Time to board?
Supported by a strong order book, revenue visibility remains good and profitability, too, should be better
BUSINESS
Power Grid Corporation of India: Poised for a better show
Strong position in the market and focus on gaining market share, will improve the company’s prospects and earnings visibility
BUSINESS
Bharat Electronics: Defensive, but with a lot of stock appeal
With margins expected to improve, better revenue visibility, and good growth in execution, BEL earnings should grow faster in coming quarters
BUSINESS
Hindustan Aeronautics is ready to fly to newer heights
With the government’s focus on indigenous defence manufacturing, the company’s prospects look bright
BUSINESS
Engineers India is getting back on the growth path
Improving business with higher execution and strong order book could lead to re-rating of the stock
BUSINESS
Defence engineering sector: Stocks take a pause, right time to hunt
Defence sector is in a sweet spot as revenue visibility and valuations favour investors
BUSINESS
Va Tech Wabag: Improving profitability to support stock
While profitability is improving and valuations to provide support, market will keenly watch execution and new orders
BUSINESS
NTPC: Asset monetisation, valuations lend stock a hand
Earnings visibility and low valuation to keep stock in momentum
BUSINESS
Power Grid Corporation of India: Improving earnings profile, valuation could be great drivers
Improving earnings visibility and attractive dividend yield to support stock
BUSINESS
Railway engineering sector: Slow but on track
Growth has slowed in December quarter, but companies are still promising in the light of orders in hand and expected recovery in execution
BUSINESS
Cummins India Q3 earnings: Recovery in the capex cycle paying well
Cummins India’s domestic market witnessed 26 percent growth Year-on-Year along with a 23 percent increase in exports.
BUSINESS
Thermax: Higher execution supporting growth
High valuations could be a dampener in the near term for Thermax
BUSINESS
Does Adani Ports and SEZ offer value?
Though the group overhang is a bother, the company’s stock offers attractive risk-reward proposition
