BUSINESS
ITC: The wait gets longer for value unlocking
Investors need to keep an eye on volume growth in cigarettes and FMCG businesses
BUSINESS
GMM Pfaudler: Increased order backlog provides visibility to earnings
GMM is likely to be one of the beneficiaries of the China-plus theme and the capex spent on the chemicals and pharmaceuticals space
BUSINESS
What holds the growth lever for SIS?
It'll be hard for smaller competitors to come out of the sustained downturn, which is an advantage for SIS to gain market share
BUSINESS
Navigate the metal space with care. This is why
Investors need to track developments in China since it’s one of the largest producers and consumers of ferrous and non-ferrous metals
BUSINESS
IFGL Refractories: Proxy play on increased steel production
Investors need to watch out capex plan completion, use of excess cash flows
BUSINESS
CCL Products: Ready to be sipped
Higher volume guidance and capacity expansion make CCL a perfect blend
BUSINESS
For Kirloskar Ferrous Ind, capex spend will steer the earnings show
After the steep rise in the KFIL stock price, investors can wait on the sidelines for a better entry point
BUSINESS
Coal India: Higher dividend yield the only draw
Investors with interest in Coal India need to keenly track an increase in fuel supply agreement prices and wage negotiation
BUSINESS
NMDC: Better off avoiding now
Investors keeping track of NMDC need to take note of the demerger of steel plant and its commissioning
BUSINESS
Tata Steel: European operations to put up a better show; India's may stay stable
Tata Steel expects the opening up of US markets for exports from Europe to drive incremental volumes along with higher realisation
BUSINESS
Hindalco Industries: Strong all-round performance
Hindalco is likely to be the beneficiary of higher aluminium and alumina prices, a higher proportion of value-added copper sales, and a stable earnings and cash flow from Novelis operations
BUSINESS
Godrej Consumer Products: Margin pressure amid mixed top-line show
Growth in international markets needs to be watched as they contribute 40 percent to revenues
BUSINESS
Shyam Metalics and Energy: Lean balance sheet, higher capacity key long-term draws
SMEL has been following a very prudent capital allocation strategy and plans to stick with it
BUSINESS
Britannia: Tepid volume, inflationary input costs mar the show
Investors need to watch out for demand trends in biscuits and non-biscuits portfolios for Britannia
BUSINESS
Jindal Steel and Power meets estimates, keep valuations attractive
Investors need to watch out for steel demand in the domestic markets and volatility in raw material prices.
BUSINESS
Dabur India: All-round growth across categories
Foods, beverages and personal care segments likely to drive growth
BUSINESS
SAIL: Sharp rise in coking coal prices likely to impact margin
Investors tracking SAIL need to watch out for steel price and sustainability of demand
BUSINESS
Emami: Growth engines in place with investment in brands, higher penetration
Investors for Emami need to watch out for moderation in rural markets as that will impact growth
BUSINESS
Marico: Strong growth across categories, market share gains continue
Investors should look out for growth in food portfolio, recovery in rural demand after witnessing moderation for a couple of months
BUSINESS
ITC: Broad-based recovery, with cigarette business back to pre-COVID levels
Investors need to watch for ITC's growth in FMCG business and sustainability of margins, going forward
BUSINESS
Colgate-Palmolive: Subdued show on growth as well as margin
Premiumisation trends and increase in market share by Colgate-Palmolive are what investors need to focus on, going forward
BUSINESS
Tata Consumer Products: Food, the next growth engine
The margin trajectory in the food business for TCPL is likely to recover from the current level to 14-15 percent in the short to medium term
BUSINESS
Hindustan Zinc: Valuation captures most positives; hope for higher dividend
Higher dividend payout will support valuation of Hindustan Zinc on the downside
BUSINESS
JSW Steel: Cost pressure hurts
Investors need to watch out for raw material prices, demand sustainability for JSW Steel
