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Nandish Shah

Research Ananlyst, moneycontrol.com

ITC: What does the de-merger of the hotel business mean for shareholders?

BUSINESS

ITC: What does the de-merger of the hotel business mean for shareholders?

The hotel business has subpar return ratios compared to other businesses of ITC

Vedanta: Operating performance remains off-colour

BUSINESS

Vedanta: Operating performance remains off-colour

Vedanta is present in both ferrous and non-ferrous businesses, including oil and gas, making it highly vulnerable to commodity prices and economic cycles

JSW Steel: Tailwinds from lower raw material prices to kick in

BUSINESS

JSW Steel: Tailwinds from lower raw material prices to kick in

Incremental capacity of more than 6 million tonnes to go on stream in the next one year

Hindustan Unilever: Gradual recovery in the short term

BUSINESS

Hindustan Unilever: Gradual recovery in the short term

Margin recovery under way, given the correction in raw material prices and volumes likely to recover gradually

Metals and Mining: June 2023 quarter likely to be muted

BUSINESS

Metals and Mining: June 2023 quarter likely to be muted

Ferrous pack is better placed than non-ferrous pack, given the economic slowdown in the developed world and lower manufacturing activity in China.

Discovery Series: Is this smallcap stock a good play on the China-plus one theme?

BUSINESS

Discovery Series: Is this smallcap stock a good play on the China-plus one theme?

Faze Three is well placed for higher growth as a large part of the capex is complete

FMCG: What investors should expect in the June quarter

BUSINESS

FMCG: What investors should expect in the June quarter

Volume growth is likely to stage a comeback with lower inflation. Recovery in gross and operating margins is expected while investment behind brand-building will be higher.

CCL Products: Volume grows in double digits, capacity play does the job

BUSINESS

CCL Products: Volume grows in double digits, capacity play does the job

Jindal Steel and Power: Better placed than peers

BUSINESS

Jindal Steel and Power: Better placed than peers

Why investors should take a look at this ferro chrome player

BUSINESS

Why investors should take a look at this ferro chrome player

Heritage Foods: Worst of the milk inflation is gone

BUSINESS

Heritage Foods: Worst of the milk inflation is gone

Should retail investors subscribe to the Coal India OFS?

BUSINESS

Should retail investors subscribe to the Coal India OFS?

SAIL: Q1FY24 performance likely to be subdued

BUSINESS

SAIL: Q1FY24 performance likely to be subdued

Emami: Rural market revival holds the lever, margins may improve

BUSINESS

Emami: Rural market revival holds the lever, margins may improve

Hindalco Industries: Should you look at the stock amidst the near-term headwind?

BUSINESS

Hindalco Industries: Should you look at the stock amidst the near-term headwind?

JSW Steel is a play on volume growth

BUSINESS

JSW Steel is a play on volume growth

ITC: Continued all-round performance

BUSINESS

ITC: Continued all-round performance

Vesuvius India: Capex spend to drive earnings growth

BUSINESS

Vesuvius India: Capex spend to drive earnings growth

Colgate-Palmolive India: Pricing-led growth and cut in advertisement spends

BUSINESS

Colgate-Palmolive India: Pricing-led growth and cut in advertisement spends

Vedanta India: Weak economic growth can impact this commodity major

BUSINESS

Vedanta India: Weak economic growth can impact this commodity major

Godrej Consumer Products: Building blocks in place for higher growth

BUSINESS

Godrej Consumer Products: Building blocks in place for higher growth

Coal India: Higher employee cost impacts performance

BUSINESS

Coal India: Higher employee cost impacts performance

Marico: Gradual recovery in core categories and margin likely

BUSINESS

Marico: Gradual recovery in core categories and margin likely

Britannia Industries: Margins at peak levels, adjacent categories in the spotlight

BUSINESS

Britannia Industries: Margins at peak levels, adjacent categories in the spotlight

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