EARNINGS
ITC: What can reverse the underperformance despite its cheap valuation?
Higher dividend yield to protect valuation on the downside for ITC
EARNINGS
GMM Pfaudler: FY22 likely to be the year of integration and consolidation
Investors should watch for outsourcing trends and export opportunities for GMM Pfaudler
EARNINGS
Emami: Will earnings growth pick up?
Summer portfolio of Emami likely to be impacted by the second wave of COVID-19
EARNINGS
JSW Steel: Aggressive capex, firm steel cycle ahead, but is it a good buy?
The performance of JSW's Indian subsidiaries, including joint ventures, improved across the board while foreign arms continued with their sub-par performance
TRENDS
Hindalco Industries: Best stock with least earnings volatility in the metal space
Hindalco's June quarter earnings likely to be impacted by higher coal cost in India aluminium business
TRENDS
Jyothy Labs: Can it get its mojo back after 5 lacklustre years?
New launches in existing categories will remain the key focus area in FY22
EARNINGS
Colgate-Palmolive is a defensive bet at reasonable valuation
Investors should look at the premiumisation and market share gains
TRENDS
Jindal Steel and Power: Are most positives priced in?
JSPL's debt reduction, divestment of power assets key things to watch out for
EARNINGS
Godrej Consumer Products: Can the new CEO take the company to the next level?
Double-digit growth for GCPL comes on the back of household insecticide, hygiene and value-for-money products
EARNINGS
Gillette India: Defensive bet growing at double digits
Gillette India, being a market leader and having presence in both male and female grooming segments, will tap these higher growth opportunities, going ahead
TRENDS
Dabur India: Why it deserves a look despite premium valuation
A defensive stock, Dabur is growing at a double-digit growth rate
EARNINGS
Tata Consumer Products: Treading the fine line of volumes and margins
The Tata group company is putting a premium on value addition and premiumisation in categories
TRENDS
Tata Steel: Betting on deleveraging and capex investment
Domestic demand contraction for Tata Steel likely in the near term
TRENDS
Procter & Gamble Hygiene and Healthcare: Higher investment in brands, downtrading a near-term risk
PGHH’s double-digit growth comes on the back of increasing pace of distribution expansion, product launches at lower price points and higher advertisement spend
EARNINGS
SIS: Post COVID recovery and shift to organised players, strong tailwinds for investors
The newly passed labour reform bills is among the biggest legislative reforms for labour-intensive services like SIS
EARNINGS
Food for thought for Marico investors
Investors should focus on the food business of Marico which will drive growth, going forward
TRENDS
Hindustan Unilever: Volume-led growth strategy working well
Increased penetration of GSK portfolio will lead to another round of growth for HUL
TRENDS
Hindustan Zinc: Are all positives captured in the price?
Higher dividend payout to support Hindustan Zinc on the downside
TRENDS
Britannia: Multiple medium-term tailwinds for long-term investors
Raw material inflation to impact gross margins of Britannia in the short term
TRENDS
Bajaj Consumer Care: Is the turnaround worth betting on?
Gross margins to remain under pressure for the June 2021 quarter
TRENDS
Nestle: Is it right for your long-term portfolio?
Nestle is expected to see relatively stable demand because of its high exposure in urban areas and presence in the food and beverages categories
TRENDS
Metal lustre for your portfolio? These stocks you need to focus on
While Tata Steel is best placed in the ferrous space, Hindalco remains our favourite in the non-ferrous category
TRENDS
Tata Metaliks: Capex completion will lead to growth in earnings
Investors should watch out for order inflows in the ductile iron pipe space for Tata Metaliks
TRENDS
Gillette India: A defensive stock for long term
Being a leader in the grooming space, Gillette India has done some interesting product innovations
