BUSINESS
As China worries bite, which steel stock should you bet on?
China concerns are likely to impact steel sector and Indian players will have an opportunity for higher exports. Steel prices are likely to remain elevated based on higher coking coal prices
BUSINESS
IFGL Refractories: Firmly on growth curve, valuation reasonable
Higher capex will lead to greater visibility in earnings for IFGL Refractories
BUSINESS
Aluminium: ESG compliance, lower supply keeping prices high
Investors need to watch out for supply-side issues in China, which will correct prices
BUSINESS
SIS: Stable India business, growth in facility management to drive earnings
SIS comes across as a great play on the unorganised-to-organised theme
EARNINGS
Jyothy Labs: Can the underperformance end after 3 quarters of double-digit growth?
Higher raw material cost likely to impact gross margins of Jyothy Labs in the near term
BUSINESS
NMDC: Dividend a big pull, to lend a hand to valuations
Investors need to watch out for the timeline regarding NMDC's commissioning and de-merger of steel plant
BUSINESS
Kirloskar Ferrous: Second round of capex likely to support earnings growth
Higher coking coal prices likely to impact pig iron spread in the short run
BUSINESS
CCL Products: The blend is perfect for a sip
After correction, CCL Products provides a good opportunity to accumulate and add on declines
EARNINGS
GMM Pfaudler: Building blocks in place, execution key to watch
Investors should keep an eye on outsourcing trends and export opportunities for GMM Pfaudler
BUSINESS
Coal India: Stable earnings, higher dividend yield and undemanding valuation
Investors need to watch out for e-auction prices and higher off-take in volumes for Coal India
BUSINESS
Jindal Steel and Power: Does the price capture most of the positives?
EBITDA per tonne for JSPL likely to have topped out at least temporarily
EARNINGS
Steel Authority of India Ltd: More steam left?
Investors tracking SAIL need to watch out for steel prices and sustainability of demand
BUSINESS
Hindalco: Novelis, higher aluminium prices support a strong show
Higher raw material prices will partly impact performance at Hindalco India’s aluminium division for September quarter
BUSINESS
Godrej Consumer Products: Growth across categories, sustainability the key
Investors need to watch for growth in international operations as more than 40 percent revenues come from it
BUSINESS
Tata Consumer: Resilient performance despite near-term headwinds
Investors should look out for success in premiumisation and growth in foods business
BUSINESS
Dabur India: Double-digit volume growth, market share gains continue unabated
Home and personal care and beverage portfolios likely to be next engines of growth for Dabur India
EARNINGS
Emami: Getting its mojo back after a long hiatus
'Project Khoj' to be game-changer for Emami, leading to increased presence across different states
BUSINESS
Britannia Industries: Higher cost focus, judicious price increase to support earnings
Investors should focus on adjacent categories for a re-rating
BUSINESS
Marico: Outperformance likely to continue
Investors should look out for growth in foods portfolio and recovery in discretionary categories
BUSINESS
Colgate Palmolive (India): Higher investment in brands lends a hand to steady growth
Investors should look at premiumisation, market share gains
BUSINESS
Nestle India: Double-digit sales growth continues amid margin pressure
Investment in capex by Nestle will lead to higher growth in the medium to long term
BUSINESS
Rolex Rings IPO: Should investors weld this bearing into their portfolio?
Investors tracking Rolex Rings need to keep an eye on cyclicality in the auto sector
BUSINESS
ITC: Higher dividend yield to guard valuation on the downside
Investors need to keep an eye on the growth trajectory of cigarette and FMCG businesses of ITC
EARNINGS
JSW Steel: EBITDA looks to have peaked for the near term, volume growth likely
JSW has maintained its production and sales volume guidance, despite the lower volumes in June 2021
