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
Titan: Studded jewellery, store additions key growth drivers
Recent disruptions in the gems and jewellery sector have catapulted the company to an enviable position among organised players.
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
100% FDI in single-brand retail: A much-needed booster shot?
The Union Cabinet, in a landmark move for Indian retail, announced some noteworthy changes in norms pertaining to single-brand foreign direct investments (FDI) in India, thereby making it considerably easier for global retailers to gain access to the highly dynamic and fast-growing Indian markets
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.
BUSINESS
Building, Sustaining Emotional Culture in Digital Workplace
Conviction of leaders at different levels play an important role in carving out the emotional side of culture.
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
Future Retail may buy Hypercity from Shoppers Stop – a win-win for both buyer and seller
By acquiring Hypercity, Future Retail aims to leverage its retail capabilities by building economies of scale, reducing overall cost of operations, expanding the number of small/convenience outlets (especially in the metros), and pushing the sales of its margin-accretive private label consumer products.
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.
BUSINESS
ICICI Lombard IPO – get insured for the long-term
Industry tailwinds, increased awareness towards insurance products, leadership status amongst private non-life insurers in India, a robust distribution channel, and healthy financials make ICICI Lombard's IPO a proposition worth considering.
BUSINESS
V-Mart Retail's volume push to fire up margins
The company is poised to grow from the boom in India’s retail space inspite of the high competitive intensity from large format stores and online portals.
BUSINESS
Himatsingka Seide: A consistent performer with a solid outlook
The company continues to leverage on its fundamental strengths optimally, as evident from the numbers in the quarter gone by.
BUSINESS
Textiles under GST: Relief on one hand, a whammy on the other
Though the effect of GST-induced disruptions can't be ignored in the near-term, the Indian textile industry is poised to grow from the long-term benefits that the new legislation offers.
