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Nandish Shah

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As China worries bite, which steel stock should you bet on?

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

IFGL Refractories: Firmly on growth curve, valuation reasonable

BUSINESS

IFGL Refractories: Firmly on growth curve, valuation reasonable

Higher capex will lead to greater visibility in earnings for IFGL Refractories

Aluminium: ESG compliance, lower supply keeping prices high

BUSINESS

Aluminium: ESG compliance, lower supply keeping prices high

Investors need to watch out for supply-side issues in China, which will correct prices

SIS: Stable India business, growth in facility management to drive earnings

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

Jyothy Labs: Can the underperformance end after 3 quarters of double-digit growth?

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

NMDC: Dividend a big pull, to lend a hand to valuations

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

Kirloskar Ferrous: Second round of capex likely to support earnings growth

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

CCL Products: The blend is perfect for a sip

BUSINESS

CCL Products: The blend is perfect for a sip

After correction, CCL Products provides a good opportunity to accumulate and add on declines

GMM Pfaudler: Building blocks in place, execution key to watch

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

Coal India: Stable earnings, higher dividend yield and undemanding valuation

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

Jindal Steel and Power: Does the price capture most of the positives?

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

Steel Authority of India Ltd: More steam left?

EARNINGS

Steel Authority of India Ltd: More steam left?

Investors tracking SAIL need to watch out for steel prices and sustainability of demand

Hindalco: Novelis, higher aluminium prices support a strong show

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

Godrej Consumer Products: Growth across categories, sustainability the key

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

Tata Consumer: Resilient performance despite near-term headwinds

BUSINESS

Tata Consumer: Resilient performance despite near-term headwinds

Investors should look out for success in premiumisation and growth in foods business

Dabur India: Double-digit volume growth, market share gains continue unabated

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

Emami: Getting its mojo back after a long hiatus

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

Britannia Industries: Higher cost focus, judicious price increase to support earnings

BUSINESS

Britannia Industries: Higher cost focus, judicious price increase to support earnings

Investors should focus on adjacent categories for a re-rating

Marico: Outperformance likely to continue

BUSINESS

Marico: Outperformance likely to continue

Investors should look out for growth in foods portfolio and recovery in discretionary categories

Colgate Palmolive (India): Higher investment in brands lends a hand to steady growth

BUSINESS

Colgate Palmolive (India): Higher investment in brands lends a hand to steady growth

Investors should look at premiumisation, market share gains

Nestle India: Double-digit sales growth continues amid margin pressure

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

Rolex Rings IPO: Should investors weld this bearing into their portfolio?

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

ITC: Higher dividend yield to guard valuation on the downside

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

JSW Steel: EBITDA looks to have peaked for the near term, volume growth likely

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

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