
BUSINESS
Tata Consumer Products: Food business likely to be the next growth engine
Margins are likely to recover, given the price hikes in the food portfolio

BUSINESS
Hindalco Industries keeps longer term focus on growth
Aluminium business likely to face headwinds with LME prices correcting, and cost of production increasing due to the higher coal cost for the September 22 quarter.

BUSINESS
Marico: Gradual path to recovery
Investors need to keep a close watch on foods and premium personal care businesses as they will be the next engine of growth

BUSINESS
Britannia Industries: Higher raw material prices weigh on June quarter
Investors need to keep a watch on the growth in adjacencies business as the next growth driver

BUSINESS
Godrej Consumer Products: Largely pricing-led growth
Investors need to watch category development and increasing penetration as they will lead to higher volume and revenue growth

EARNINGS
Dabur India: A resilient show
Investors need to watch for a revival in rural markets as Dabur has a high rural dependency

EARNINGS
ITC: Is there more steam left, post the recent run-up?
Sustainability of cigarette volumes, competition from smuggled varieties need to be watched

EARNINGS
Emami: Resilient show despite the odds
Investors need to track the revival of demand in the rural market, and consumption of some of the discretionary products, given the sticky inflation

EARNINGS
Nestle India: Double-digit growth across categories
With prices softening for some of the commodities, we expect margin recovery from the September 2022 quarter

BUSINESS
Colgate Palmolive: Another quarter of subdued performance
Investors need to watch for the growth strategy under the new CEO at Colgate Palmolive

BUSINESS
Tata Steel: A likely fall in September quarter operating performance
Investors need to watch out for the reduction in debt levels and pick-up in volumes as incremental capacities of Tata Steel start coming in

BUSINESS
JSW Steel: Will off-take improve as incremental capacities come up?
Investors with interest in JSW Steel need to watch out for domestic steel demand trajectory

BUSINESS
Hindustan Zinc: Dividend yield to support valuation
Investors need to keep an eye on divestment of government stake during fiscal 2023

BUSINESS
Hindustan Unilever: Growth despite multiple challenges
Margins of HUL likely to recover from December 2022 quarter, with commodity prices correcting

BUSINESS
Jindal Steel and Power: Going may get tough on earnings in September quarter
Investors having interest in JSPL need to watch out for its export volumes, debt reduction plans

BUSINESS
Can an investor bet on this stock after two quarters of dismal show?
Investors need to watch out for ordering activity in ductile iron pipes and the merger with Tata Steel Long Products

BUSINESS
Jyothy Labs: Can it turn the corner?
With commodity prices correcting, investors need to keep an eye on the demand from rural markets

EARNINGS
Godrej Consumer Products: Pricing-led revenue growth, but margins hurt
Investors need to watch category development and increasing penetration as they will lead to higher volume and revenue growth

EARNINGS
Dabur India: Volume stands up to headwinds
Investors need to watch for revival in rural markets as Dabur has a high rural dependency

EARNINGS
Marico investor update: Operating profit rides on lower copra prices, advertisement cost
Gross, operating margins of Marico likely to be higher, going forward, given that prices of copra and other raw materials are likely to remain benign

BUSINESS
Metal stocks have corrected. Time to rush in?
Investors need to watch domestic demand for steel, backed by infrastructure spending and fiscal stimuli from Chinese authorities

BUSINESS
FMCG Review: Some green shoots appearing, though not yet out of the woods
Rural markets are likely to recover on the back of normal monsoon and higher MSP

BUSINESS
Colgate Palmolive: Wait gets longer for this consumer stock
Investors need to watch for the new growth strategy from the new CEO

BUSINESS
SIS: India security and facility management to spur growth
Investors can play the shift from unorganised play to the organised, given that customers are preferring large players