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Nandish Shah

Research Ananlyst

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Tata Consumer Products: Food business likely to be the next growth engine

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

Hindalco Industries keeps longer term focus on growth

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.

Marico: Gradual path to recovery

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

Britannia Industries: Higher raw material prices weigh on June quarter

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

Godrej Consumer Products: Largely pricing-led growth

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

Dabur India: A resilient show

EARNINGS

Dabur India: A resilient show

Investors need to watch for a revival in rural markets as Dabur has a high rural dependency

ITC: Is there more steam left, post the recent run-up?

EARNINGS

ITC: Is there more steam left, post the recent run-up?

Sustainability of cigarette volumes, competition from smuggled varieties need to be watched

Emami: Resilient show despite the odds

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

Nestle India: Double-digit growth across categories

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

Colgate Palmolive: Another quarter of subdued performance

BUSINESS

Colgate Palmolive: Another quarter of subdued performance

Investors need to watch for the growth strategy under the new CEO at Colgate Palmolive

Tata Steel: A likely fall in September quarter operating performance

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

JSW Steel: Will off-take improve as incremental capacities come up?

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

Hindustan Zinc: Dividend yield to support valuation

BUSINESS

Hindustan Zinc: Dividend yield to support valuation

Investors need to keep an eye on divestment of government stake during fiscal 2023

Hindustan Unilever: Growth despite multiple challenges

BUSINESS

Hindustan Unilever: Growth despite multiple challenges

Margins of HUL likely to recover from December 2022 quarter, with commodity prices correcting

Jindal Steel and Power: Going may get tough on earnings in September quarter

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

Can an investor bet on this stock after two quarters of dismal show?

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

Jyothy Labs: Can it turn the corner?

BUSINESS

Jyothy Labs: Can it turn the corner?

With commodity prices correcting, investors need to keep an eye on the demand from rural markets

Godrej Consumer Products: Pricing-led revenue growth, but margins hurt

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

Dabur India: Volume stands up to headwinds

EARNINGS

Dabur India: Volume stands up to headwinds

Investors need to watch for revival in rural markets as Dabur has a high rural dependency

Marico investor update: Operating profit rides on lower copra prices, advertisement cost

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

Metal stocks have corrected. Time to rush in?

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

FMCG Review: Some green shoots appearing, though not yet out of the woods

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

Colgate Palmolive: Wait gets longer for this consumer stock

BUSINESS

Colgate Palmolive: Wait gets longer for this consumer stock

Investors need to watch for the new growth strategy from the new CEO

SIS: India security and facility management to spur growth

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

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