BUSINESS
Himatsingka Seide: A long-term pick
Going into FY19, revenue contribution from brands, asset turns of existing and new capacities, and regional diversification by foraying into new geographies will be pivotal to the company's success.
BUSINESS
V-Mart: Robust fundamentals justify premium valuations yet again
Growing share of private labels, volume-led revenue growth, cost rationalisation measures, and network augmentation will pave the path ahead for the company.
BUSINESS
Future Retail: Network expansion, business restructuring to drive performance
Given the series of restructuring steps taken by Kishore Biyani lately, it may take a while for earnings to catch up with the valuation.
BUSINESS
Symphony Q4 review: Correction offers valuation comfort
Brand positioning, innovative product launches, demand revival and profitability of its international subsidiaries will be the key success drivers,
BUSINESS
Lux Industries: Premium products, brand visibility crucial to success
A robust portfolio of brands, consistent earnings performance, minimal capex requirements and market expansion initiatives should help the company boost its growth.
BUSINESS
Voltas: 5 reasons that make it a compelling pick
Growing demand for ACs and commercial refrigeration products, robust order book in the electro-mechanical projects space, strong fundamentals and capabilities to tap into markets pan-India are some of the key positives that could work in favour of the company.
BUSINESS
Shaily Engineering Plastics: Corrections could provide good entry opportunities
A combination of engineered/specialised product lines, growing order book from marquee clientele and robust fundamentals bodes well for the company.
BUSINESS
Blue Star: Long-term prospects make it a cool stock to buy
From an investor's point of view, traction in the air cooling segment, enhanced brand visibility, product launches, government projects, and addition of clients are key tailwinds.
EARNINGS
Aditya Birla Fashion: Performance improves in FY18, but valuation limits upside
Going forward, growth in lifestyle brands, reduction of losses in fast fashion, addition of new Pantaloons outlets and operational efficiency will chart the company's growth trajectory.
BUSINESS
Arvind: Branded apparel drives Q4 show, but demerger to shift focus back to textiles
The company's aim is to achieve a sales growth of 10 percent from the textiles business, around a third of which it expects from the garments division.
BUSINESS
Innerwear Vs Outerwear: Who can deliver growth sustainably?
Within the textile sector, the trade is now shifting towards the innerwear companies as outerwear companies’ growth and margins have been facing the brunt of competition, with new domestic and international players crowding the market.
BUSINESS
This smallcap continues to give Bata & Relaxo a good run for their money. Do you own it?
Emphasis on volume-driven sales in price-sensitive markets, asset-light expansion, negligible debt on the books, and macro-economic tailwinds are expected to augur well for Sreeleathers in due course.
BUSINESS
Higher capacity utilisation, value added products hold key for Nandan Denim
Improved capacity utilisation, coupled with impetus towards value-added products and export sales, will have a major role to play in the company’s future earnings visibility.
BUSINESS
What's in store for India's organised retail?
Indian retail is likely to be characterised by key developments such as a GST-induced transition in favour of organised retailers and co-survival of offline and online players, among others.
STOCKS
Shaily Engineering Plastics: Engineered for better earnings visibility
The company’s niche status in the high-value engineered polymer processing domain, marquee clientele list, and convincing economic moats make it a good investment proposition.
BUSINESS
Garware Wall Ropes to gain from niche products, steady demand
Continued impetus towards increasing the share of margin-accretive and niche products, backed by a positive demand outlook from foreign markets and local customers, puts the company in a sweet spot.
BUSINESS
D-Mart operator an expensive stock, but margins to remain solid in long-term
After an impressive rally since its listing in March this year, the stock, which was already a tad too expensive to begin with, has left little on the table for investors.
BUSINESS
These 26 textile & jewellery stocks may gain from the latest GST Council tweaks
The 22nd GST Council meet addressed concerns of jewellery companies by easing KYC norms. There was some relief for synthetic yarn makers, too, as issues in connection with delayed clearances/ambiguity in export-related tax refunds and an inverted tax structure were considered.
BUSINESS
Why these 2 technical textile stocks merit some attention
While Garware-Wall Ropes appears to be well-positioned to innovate its product offerings, Sarla Performance Fibers is yet to make a mark given its growth potential. Nonetheless, both stocks appear to be reasonably valued for now.
BUSINESS
These 4 electrical manufacturers may benefit from the govt's 'Saubhagya' scheme
Bajaj Electricals, Dixon Technologies, V-Guard, and Veto Switchgears & Cables could be some of the major beneficiaries of the 'Saubhagya' scheme announced by the government earlier this week.
BUSINESS
Why Shoppers Stop-Amazon deal is a perfect blend of offline & online retail
Shoppers Stop and Amazon appear to have taken the correct step by integrating the advantages of physical and digital platforms, with neither dictating the way the other operates.
BUSINESS
This footwear smallcap outperformed Bata & Relaxo in Q1FY18. Should you invest in it?
Sreeleathers’ key variables were impressive with a 47 percent growth in top-line and a 65 percent increase in EBIDTA. A 238 basis points expansion in operating profit margins propelled bottom-line profitability, too.
