BUSINESS
Godrej Consumer Products: Category push, sharper core portfolio take focus
In the short term, GCPL may face pressure on margins due to higher raw material prices
BUSINESS
ITC: The wait gets longer for value unlocking
Investors need to keep an eye on volume growth in cigarettes and FMCG businesses
BUSINESS
For this industry leader, rising steel output is good news
With lower share of trading revenues and increasing share of services revenues, VIL’s margins are likely to remain higher and much stable
BUSINESS
Marico: Outperformance likely to continue
Investors should look out for growth in foods portfolio and recovery in discretionary categories
EARNINGS
IFGL Refractories: Fortunes tied to steel cycle
IFGL is a proxy play for the increased production of steel, which is likely in FY22 and FY23
ENTERTAINMENT
Indiamart Intermesh: Market size offers the growth canvas
Second wave of COVID likely to impact growth in the near term
EARNINGS
ITC: What can reverse the underperformance despite its cheap valuation?
Higher dividend yield to protect valuation on the downside for ITC
EARNINGS
SIS: Post COVID recovery and shift to organised players, strong tailwinds for investors
The newly passed labour reform bills is among the biggest legislative reforms for labour-intensive services like SIS
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
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
BUSINESS
ITC: Higher dividend yield to protect stock downside
Recovery in cigarette business holds the key to re-rating of ITC
BUSINESS
Discovery Series | CCL Products (India): A perfect blend to sip
BUSINESS
Is Mrs Bectors Food the right bite for the investor?
Bectors' IPO comes at a discount to the valuation of Britannia and other players on a trailing earnings basis
BUSINESS
Should investors participate in the Vedanta delisting?
Reverse book-building for delisting of Vedanta begins from October 5
BUSINESS
General Atlantic-Reliance Retail deal: Value unlocking in retail continues
Deal with General Atlantic marks the third monetisation in Reliance Retail
BUSINESS
KKR-Reliance Retail deal: Value unlocking story continues
Deal with KKR marks the second monetisation in Reliance Retail
BUSINESS
Nalco: Cost leadership puts it in a safe place for long term
Nalco, with an integrated set-up, lowest cost curve in terms of alumina production and captive power supply is likely to remain competitive
BUSINESS
ITC: Do good dividend yield and reasonable valuations make it a winner?
Higher incidence of tax on cigarettes by the government can affect ITC’s profitability
MONEYCONTROL-RESEARCH
Tata Metaliks: A preferred stock to play the water infrastructure opportunity
BUSINESS
Can Titan regain its mojo?
BUSINESS
Britannia: Advantage Supply Chain
BUSINESS
Dabur Q4: Is elevated rural exposure Dabur’s Achilles heel?
BUSINESS
Can this steel major continue to put up a brave face during challenging times?
