BUSINESS
Dabur India: Subdued quarter, demand recovery likely to be gradual
Revival of demand in rural markets remains critical to Dabur's fortunes
BUSINESS
Tata Steel: Time to turn optimistic?
Tata Steel India operations are integrated, and a majority of the incremental profits will come from India, given the capex guidance.
BUSINESS
Godrej Consumer Products: Why are we watchful, post the takeover of RCCL?
GCPL has been successful with its market development efforts for under-penetrated categories
BUSINESS
Hindustan Unilever: Focus is on price-value equation for volume growth
Sequential margin recovery likely on the back of softening in commodity prices
BUSINESS
Tata Consumer Products: Domestic outperformance continues
Foods and out-of-home business likely to be the engines of growth, with expanded portfolio and higher distribution reach
BUSINESS
Nestle India: Growth journey continues, recovery in margins likely
Nestle is well placed given the opportunities in various categories it is present
BUSINESS
Hindustan Zinc: Why a neutral stance on the stock
With a large dividend payout in FY23, HZL has turned into a net debt company
BUSINESS
Varun Beverages: Is there any fizz left after the decent run-up?
Focusing on under-penetrated markets and higher distribution reach; investment in retail outlets will drive revenues and earnings growth
BUSINESS
Dabur India: What’s ailing this FMCG major?
Muted rural markets and lower growth in the healthcare vertical are impacting earnings growth
BUSINESS
Godrej Consumer Products: Poised for higher growth on many initiatives
Godrej Consumer’s long-term strategy of developing categories with continued media spend, and touching lower price points to attract more consumers have augured well. Moderation in raw material prices is a blessing.
BUSINESS
Marico: March 2023 quarter to be in line with expectations
Recovery in rural markets will help growth in core portfolio of Parachute and value-added hair oil categories
BUSINESS
Hindalco Industries: Prioritising capex spend, short-term headwinds at Novelis
Investors need to focus on margin recovery at Novelis as it accounts for a larger part of the earnings
BUSINESS
Heritage Foods: Softer inflation, higher share of value-added products to aid margin expansion
Investors need to watch for growth in value-added products, given that higher profitability is likely to come from that category
BUSINESS
Godrej Consumer Products: Investment in brands, correction in commodities augur well
Category development is bearing fruit and focus on investment in brands is aiding the strategy
BUSINESS
Nine high-dividend stocks to ride the market volatility
Investors looking for a safe haven can consider these stocks that can almost match the debt yields with the added sweetener of capital appreciation potential.
BUSINESS
CCL Products: Should investors take a sip on strong earnings outlook?
Cost-efficient business model, complete pass-through of green coffee prices, and sticky customer base will lead to higher earnings growth
BUSINESS
Vardhman Special Steels: The stock shows nerves of steel
Higher demand from the domestic as well as export markets, lean balance sheet and the tie-up with Aichi will drive growth for Vardhman Special Steels
BUSINESS
Vesuvius India: What will drive its next leg of growth?
MNC parentage, market leadership in refractories segment, top steel makers as customers, and a cash-rich balance sheet are winning factors.
BUSINESS
Nelcast: Well-placed to ride the demand from CV, export markets
The company is on track on the back of an upturn in CV cycle, higher export demand and improvement in EBITDA
BUSINESS
Discovery series: Can this small-cap metal stock outperform, riding on the tailwinds?
Integrated operations and debt-free balance sheet help this ferro chrome manufacturer to navigate volatile times
BUSINESS
Coal India: Is higher dividend the only merit?
Increase in FSA prices would help mitigate some hike in wage costs
BUSINESS
Nestlé India: Placed well for growth in the medium term
With the softening of commodity prices, sequential improvement in margins is likely
BUSINESS
SAIL: Why we stay neutral on the stock
Recovery in steel prices and reduction in debt levels are critical to outperformance
BUSINESS
Hindalco: Better days ahead as cost loses some bite
Performance of Novelis will be key to Hindalco’s re-rating, going forward
