BUSINESS
Hindustan Unilever Q2FY22: Cautiously optimistic
Integration with GSK portfolio almost complete; investors need to watch out for growth in the nutrition category
BUSINESS
Nestle India: Revenue in double-digit growth lane, margins feel the heat
Investment in capex, product launches will drive growth
BUSINESS
FMCG quarterly update: Double-digit sales growth, but margin pressure to impact earnings
Greater mobility, pent-up demand will lead to higher discretionary spending in categories like personal care
BUSINESS
For this industry leader, rising steel output is good news
With lower share of trading revenues and increasing share of services revenues, VIL’s margins are likely to remain higher and much stable
BUSINESS
Global coal crisis is playing out big. Who wins, who loses at home?
International coal prices are likely to remain elevated for some time due to supply issues and companies with exposure to imported coal is likely to be impacted
BUSINESS
How does the power crunch in China play out for Indian sectors?
China power outages is likely to keep prices of commodities at elevated levels; China-plus theme gets further push
BUSINESS
Indiamart Intermesh sticks to growth script, what does valuation say?
A further spike in online penetration from both buyers and sellers across different industries should augur well for a player like Indiamart
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
