BUSINESS
Hindustan Unilever: Growth despite multiple challenges
Margins of HUL likely to recover from December 2022 quarter, with commodity prices correcting
BUSINESS
Jindal Steel and Power: Going may get tough on earnings in September quarter
Investors having interest in JSPL need to watch out for its export volumes, debt reduction plans
BUSINESS
Can an investor bet on this stock after two quarters of dismal show?
Investors need to watch out for ordering activity in ductile iron pipes and the merger with Tata Steel Long Products
BUSINESS
Jyothy Labs: Can it turn the corner?
With commodity prices correcting, investors need to keep an eye on the demand from rural markets
EARNINGS
Godrej Consumer Products: Pricing-led revenue growth, but margins hurt
Investors need to watch category development and increasing penetration as they will lead to higher volume and revenue growth
EARNINGS
Dabur India: Volume stands up to headwinds
Investors need to watch for revival in rural markets as Dabur has a high rural dependency
EARNINGS
Marico investor update: Operating profit rides on lower copra prices, advertisement cost
Gross, operating margins of Marico likely to be higher, going forward, given that prices of copra and other raw materials are likely to remain benign
BUSINESS
Metal stocks have corrected. Time to rush in?
Investors need to watch domestic demand for steel, backed by infrastructure spending and fiscal stimuli from Chinese authorities
BUSINESS
FMCG Review: Some green shoots appearing, though not yet out of the woods
Rural markets are likely to recover on the back of normal monsoon and higher MSP
BUSINESS
Colgate Palmolive: Wait gets longer for this consumer stock
Investors need to watch for the new growth strategy from the new CEO
BUSINESS
SIS: India security and facility management to spur growth
Investors can play the shift from unorganised play to the organised, given that customers are preferring large players
EARNINGS
Meet a proxy play for higher steel output
The market leader in refractories has a global parentage, cash rich balance sheet and top steel producers as customers
BUSINESS
CCL Products: Time for a sip?
Capacity expansion, higher volume guidance make it a perfect blend. The company is targeting 40 percent growth in FY23, on the back of higher distribution in south and north India
EARNINGS
NMDC: Is it a good time to enter?
Investors need to watch out for the demerger of the steel plant for NMDC
BUSINESS
Coal India: Dividend yield is the only draw
Investors need to watch out for an increase in wage cost, post revision, increase in e-auction prices
BUSINESS
JSW Steel: Is it a good time to buy this steel major?
Investors need to watch out for volume off-take for JSW Steel
EARNINGS
Hindalco Industries: Focus on growth
Going ahead, the company may feel pressure on margins, given the higher coal cost
BUSINESS
What is in store for iron and steel, post the change in duty structure?
With the onset of monsoon, off-take and prices of steel are both likely to be weak. Prices of pellets are likely to correct sharply, given lower export opportunities.
EARNINGS
Godrej Consumer Products: International business dampens the show
Investors need to watch category development and increasing penetration as they will lead to higher volume and revenue growth
EARNINGS
ITC puts up an all-round performance
Sustainability of cigarette volumes, competition from smuggled varieties need to be watched
EARNINGS
Emami: Headwinds mar near-term outlook
Investors need to track the revival of demand in rural market and consumption of discretionary products, given the higher inflation
BUSINESS
Dabur India: Twin hiccups to impact near-term performance
Dabur continues to gain market share in 99 percent of the product portfolios where it is present
EARNINGS
Marico: Near-term headwinds a concern
The Street needs to track the food portfolio as Marico's next engine of growth
BUSINESS
Tata Consumer Products: Raw material inflation not a worry for now
Foods business likely to be the next engine of growth for TCPL
