BUSINESS
Britannia: Does the weak quarterly growth take away the long-term story?
Britannia registers 36 straight quarters of market share gains in the biscuits category
BUSINESS
Vedanta: Open offer and expectations of higher dividend to support stock price
Vedanta is trying to bring down cost across segments and also working on improving volumes in a few of the segments like zinc and oil & gas
BUSINESS
Kirloskar Ferrous: great outlook; add on decline
From the December quarter results, we expect March 2021 results of Kirloskar Ferrous to be better on the back of volume growth in castings
BUSINESS
Jubilant FoodWorks: Is it a costly bite despite growth prospects?
With contact-less dining and zero-contact delivery and a trusted brand name like Domino, JFL is likely to benefit
BUSINESS
Tata Consumer Products: Integration with beverage and foods business to drive growth
Focus on premiumisation in the tea and coffee segment will help Tata Consumer Products in keeping margins steady
BUSINESS
Emami: Healthcare driving growth, can it rerate further?
Helped by investment behind brands and higher distribution reach, Emami has strong names like Zandu and Boroplus to ride on
BUSINESS
Budget 2021 gives a booster shot to consumption
Thanks to Budget 2021, the spending in different sectors will lead to multiplier effect on the economy
BUSINESS
Dabur India: Growth across all categories led by market share gains
Dabur's healthcare growth is likely to taper off from the current high level as the pandemic impact comes down
BUSINESS
Colgate Palmolive: Investment in brands and new products continues
Colgate’s strong brand recall among consumers, new products and higher brand investment should help it garner more market share, going forward
BUSINESS
Marico: Growth across all categories, outlook continues to remain positive
After a healthy growth in value-added hair oil in the December quarter, Marico expects to capitalise on its position and sustain a double-digit growth trajectory over the medium term
BUSINESS
Hindustan Unilever: Good going, is it worth chasing the stock?
Volume-led growth strategy will help HUL in increasing market share
BUSINESS
JSW Steel: March quarter looks to be a blockbuster, but should investors jump in?
Volume growth of JSW Steel likely on the back of completion of capex at Dolvi and other plants
BUSINESS
Jindal Steel and Power: Higher steel prices and cheaper raw material led to record performance
Record performance in March 2021 quarter likely, Oman divestment is expected to close by March
EARNINGS
Hindustan Zinc: Lower cost curve, higher metal prices lend a hand
Higher dividend payout likely to continue, which will support Hindustan Zinc valuation on the downside
BUSINESS
Indiamart Intermesh: A great business, but are all the virtues in the price?
M&A action for Indiamart likely in the near term with capital raising in the offing
BUSINESS
Consumption: Expectations from Budget 2021
The focus would be to reverse the labour migration caused by the pandemic and encourage employment for low-skilled workers within the labour-intensive industries
BUSINESS
Discovery Series: Proctor & Gamble Hygiene and Healthcare – a stock to protect the portfolio
Double-digit growth in the under penetrated category
EARNINGS
Godrej Consumer Products: The spark of India missing in international business
GCPL looks to strengthen its distribution network and is doubling down on digitisation and platforms such as e-commerce and chemists
BUSINESS
Marico: Strong revival in volume growth — a blip or a trend?
Marico’s strong operating margin profile, working capital strength and brand equity in key portfolios can help it improve its market share
BUSINESS
Discovery Series | CCL Products (India): A perfect blend to sip
BUSINESS
Mrs Bectors Food: What should investors do, post the bumper listing?
Investors with a long-term view should track the quarterly numbers of Mrs Bectors Food and see whether growth is gradually coming back
BUSINESS
Discovery Series: This pipe manufacturer provides visibility for revenues and profitability
Faster execution of projects, higher EBIDTA on the back of operating leverage and a debt-free balance sheet make Man Industries a perfect fit for investors
BUSINESS
IndiaMart Intermesh: More steam left after the stellar run?
Asset-light business model and shift to online market place by buyers and sellers helping online B2B player IndiaMart Intermesh
BUSINESS
Burger King: Missed the whopper? Should you place a late order?
After the steep run-up in the stock price, we expect Burger King to witness some profit-taking from investors
