TRENDS
How will COVID-19 and consumer sentiment impact FMCG stocks in FY22?
Players such as Dabur and Britannia are likely to gain big on the back of product strength, wider distribution network and higher revenues from rural markets
EARNINGS
Man Industries: Higher order book provides better revenue visibility
Investors of Man Industries should watch out for oil prices and increased spending in water infrastructure
BUSINESS
Godrej Consumers: Stable Q4 pre-earnings report
Investors should watch out for sustainable growth in international operations for GCPL
BUSINESS
IFGL Refractories: Demand from steel industry, completion of capex to drive earnings
IFGL has recommended a dividend of Rs 2.50 per share in FY20, and we expect a higher dividend payout or a buyback, thanks to higher cash surplus
EARNINGS
Marico: Growth strong, but input pressure mars the show in Q4
Parachute’s position as a market leader should help Marico corner a significant share of this market
BUSINESS
SISL: Playing the shift from unorganised to organised theme
Growth in India security and facility management business key factors to watchfor SISL
BUSINESS
GMM Pfaudler: Capex by pharma, chemicals companies will support growth
Moving of low-cost labour jobs to India will help improve earnings for the consolidated entity
BUSINESS
Barbeque Nation Hospitality IPO: Are they cooking a profitable recipe?
BNHL is one of the fastest growing restaurant chains with strong brand loyalty; a rare restaurant brand with history of gaining scale
BUSINESS
Tata Metaliks: Preferred stock to play higher allocation for water infrastructure
Investors should watch out for the increasing orders in the pipeline segment for Tata Metaliks
BUSINESS
Bajaj Consumer Care: Can it sustain the double-digit growth?
Investors should watch out for success of new products of Bajaj Consumer Care
BUSINESS
Procter & Gamble Hygiene and Healthcare: Defensive stock growing at double digits
After flattish growth, investments bearing fruits now
BUSINESS
CCL Products: Perfect blend to SIP
Investors should watch out for CCL's Vietnam plant as it remains the key for the medium term
BUSINESS
NMDC: Are there more tailwinds for the stock?
Investors should watch out for the applicability of increased royalty on mining and their pass-through by NMDC
BUSINESS
SAIL: Can it rerate further riding on a strong steel cycle?
SAIL remains optimistic about steel demand on the back of higher infrastructure spending and strong rural growth. All eyes are on strategic divestment
BUSINESS
Nestle India: Higher penetration in rural and semi urban markets will provide the next leg of growth
Investors need to monitor the success of new products launches of Nestle India
BUSINESS
Jyothy Labs: Can it get its mojo back after five lacklustre years?
Investment behind brands likely to put pressure on margins
BUSINESS
Hindalco’s road map: Organic growth and deleveraging on the back of strong cash flows
Hindalco's capital allocation policy puts investors in a sweet spot
BUSINESS
Midhani: With completion of capex, will growth make a comeback?
An offer for sale in the next couple of months will keep Midhani share price in check
BUSINESS
Nestle India: Why this stock should continue to find takers
Key thing to watch for Nestle India is the success in innovative product launches
BUSINESS
Coal India: Volume recovery and higher dividend yield to provide downside support
E-auction volumes and premium are the key things to watch at Coal India
BUSINESS
ITC: Higher dividend yield to protect stock downside
Recovery in cigarette business holds the key to re-rating of ITC
BUSINESS
Tata Steel: Should investors initiate a fresh long?
Deleveraging to remain a priority for Tata Steel
BUSINESS
Hindalco: Novelis and higher aluminium prices support earnings
Greater synergies from Aleris acquisition and debt reduction are key points to watch out
EARNINGS
Godrej Consumer Products: Valuation fair, is it a candidate to add in the portfolio?
Higher EBIDTA margins in India supported the performance of Godrej Consumer
