BUSINESS
Godrej Consumer Products: Promising outlook
Volume-led growth on the back of category development and increased investment behind brand-building
BUSINESS
Hindalco: Listing of Novelis in the offing
Novelis generates 60 percent of EBITDA for Hindalco. It will not receive any proceeds from the sale of shares by its shareholders
BUSINESS
NMDC notches up stellar numbers in December quarter
Production, sales volume came in higher while iron ore realisation was 13 percent more
BUSINESS
Why Nestle India is a long-term play on consumption
Demand revival, capex push, and stable commodity prices to drive growth
BUSINESS
Hindalco: Why are we downgrading the stock to equal-weight?
India Aluminium business will see lower cost on the back of captive alumina and better captive coal linkages
BUSINESS
Coal India: Higher volumes, e-auction prices support higher Q3 earnings
Price hikes in the FSA segment are keenly awaited by the Street
BUSINESS
Emami: Delayed winter and subdued rural markets impacted performance
Rural recovery needs to be watched in the near term
BUSINESS
Varun Beverages: Capacity addition to drive growth
Company derives maximum revenues and profitability in the April-June quarter
BUSINESS
Heritage Foods: What can drive the stock rerating from here?
Milk procurement prices have corrected on the back of a good flush season
BUSINESS
Consumption, agriculture sectors in the spotlight, post interim Budget
Rural recovery looks imminent on the back of higher government spending and lower inflation
BUSINESS
Election Budget — Rural development, consumption get a boost
Allocations for the MNREGA and road & highway construction hiked
BUSINESS
Dabur India: Cautiously optimistic
Rural market recovery and higher growth from healthcare verticals are the key factors to watch for
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
Marico: Core categories remain subdued
Foods and Premium portfolios to outperform core categories
BUSINESS
ITC: Resilient show in the face of headwinds
Rural market recovery, volume growth in cigarettes to be watched
BUSINESS
Tata Steel: Europe losses bottom out, India to drive earnings
Chinese imports will play a bigger role in determining steel prices
BUSINESS
JSW Steel: Proxy play to higher volume growth
JSW Steel is the best placed among peers, in terms of volume growth
BUSINESS
Colgate Palmolive: Investment in brands paying off
Rural market recovery, premium products will lead to earnings growth
BUSINESS
Hindustan Unilever: Cautiously optimistic amidst a challenging environment
Rural markets likely to recover on the back of lower inflation and government spending
BUSINESS
Tata Consumer Products: Execution remains the key
Foods portfolio will be the growth engine in the medium to long 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
Tata Consumer Products: Foods and beverage portfolio to get bigger
Foods business will be the engine of growth, with the increase in total addressable market size after two recent acquisitions.
BUSINESS
FMCG: Quarterly preview shows no visible demand improvement
Rural recovery likely to happen in March 2024 quarter
BUSINESS
What can investors expect from FMCG companies in the December ’23 quarter?
Rural markets continue to lag growth, compared to urban markets
