BUSINESS
Britannia Industries: Higher cost focus, judicious price increase to support earnings
Investors should focus on adjacent categories for a re-rating
BUSINESS
Marico: Outperformance likely to continue
Investors should look out for growth in foods portfolio and recovery in discretionary categories
BUSINESS
Colgate Palmolive (India): Higher investment in brands lends a hand to steady growth
Investors should look at premiumisation, market share gains
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
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
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
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
EARNINGS
Hindustan Unilever: Cautiously optimistic, focus on next leg of growth
Next leg of growth for HUL is likely from increased penetration of GSK portfolio
EARNINGS
Shyam Metalics and Energy: Higher free cash flow, volumes will support growth
SMEL has been following a very prudent capital allocation strategy and plans to stick with it
EARNINGS
Tata Metaliks: Preferred stock to play the water infrastructure theme
Investors tracking Tata Metaliks should watch out for government orders for ductile iron pipes
BUSINESS
Shyam Metalics & Energy: Lower debt and capex will support growth
Because of the second wave of COVID and higher iron ore prices, SMEL June quarter results are likely to be impacted
BUSINESS
Tata Steel: Deleveraging and capex to go hand in hand
Investors tracking Tata Steel should watch out for any correction in steel prices
BUSINESS
Godrej Consumer: Double-digit revenue growth for June 2021 quarter
Household insecticides and personal care lead growth for GCPL
BUSINESS
Marico’s June quarter profit – The heat is on
Investors should keep a tab on growth of Marico in food franchising, which remains the core focus area, going forward
EARNINGS
MSTC: Growth in e-auction opportunities to steer rerating
MSTC is betting on the transformation from a trading company to e-commerce play
EARNINGS
Mishra Dhatu Nigam stocking up capex ammo. Can it fire for investors?
The June 2021 quarter for MIDHANI likely to be impacted by the second wave of COVID
EARNINGS
IFGL Refractories: Fortunes tied to steel cycle
IFGL is a proxy play for the increased production of steel, which is likely in FY22 and FY23
EARNINGS
NMDC: Demand from steel industry holds the key
Iron ore prices have peaked for now; investors should watch out for the timeline and commissioning of the steel plant of NMDC
ENTERTAINMENT
Indiamart Intermesh: Market size offers the growth canvas
Second wave of COVID likely to impact growth in the near term
BUSINESS
Coal India: Higher dividend yield to protect stock downside
Investors should watch out for e-auction premium and higher volume offtake
EARNINGS
Jubilant FoodWorks: Well placed to capture the growth opportunities
What should investors track: Jubilant's fortunes in new categories like Biryanis and Chinese cuisine
EARNINGS
SAIL: What are the impending growth triggers?
Investors need to keep an eye on steel prices; any steep decline can lead to rating downgrade for SAIL
BUSINESS
Shyam Metalics and Energy: Who should look at this IPO?
Investors with a medium- to long-term view can subscribe to the Shyam Metalics issue on expectations of earnings traction from its capex and supportive steel cycle
BUSINESS
Kirloskar Ferro: Second round of capex to drive growth in the long term
Investors tracking Kirloskar Ferro should watch out for the pig iron price trajectory
