BUSINESS
Berger Paints: Near-term outlook remains healthy
Margins to remain under strain because of competition
BUSINESS
Dabur India: Growth, margin recovery broad based
The company is likely to be one of the biggest beneficiaries of rural market recovery.
BUSINESS
Heritage Foods: Margin trajectory likely to improve
Investors need to watch out for softening in raw milk prices and growth in value-added products, going forward.
BUSINESS
Marico: Outlook improving on the back of margin recovery, likely volume growth
Foods business likely to be the growth engine, going forward. Its growth, compared to other categories, will be higher
BUSINESS
Amber Enterprises Q1: A temporary pause in an otherwise strong growth story
The contract manufacturer is focusing on diversifying revenue mix through various strategic initiatives while expanding existing capacities
BUSINESS
Dixon Technologies Q1: Should you cash in on the stock euphoria?
The herd behaviour in the stock market has pushed the stock valuation into a rich zone
BUSINESS
Asian Paints – Volumes, margins shine bright in Q1, but is there a stain?
Increased competition poses downside risk to volume growth of Asian Paints
BUSINESS
Havells India Q1: Soft margins, uneven revenue growth leave investors unimpressed
The management projects a healthy revival in core product categories on the back of positive demand trends in the real estate market
BUSINESS
Polycab India: Will the stock continue to sizzle after Q1 fireworks?
The company is an excellent play on rising consumer demand and the pick-up in the real estate sector
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.
BUSINESS
CCL Products: Volume grows in double digits, capacity play does the job
BUSINESS
V-Guard: A viable option for investors looking for reliability, growth
BUSINESS
Sirca Paints: Record revenue and impressive guidance
BUSINESS
AC companies: Secular growth, intense competition, and rich valuation
BUSINESS
Emami: Rural market revival holds the lever, margins may improve
BUSINESS
Dixon Technologies: Growth takes a pause in Q4
MONEYCONTROL-RESEARCH
Crompton Consumer: What will drive its next phase of growth?
BUSINESS
ITC: Continued all-round performance
BUSINESS
Amber Enterprises: Q4 results strengthen the bullish narrative
BUSINESS
Berger Paints: Look beyond the Q4 numbers
BUSINESS
Polycab India Q4 FY23: Poised for more outperformance
BUSINESS
Asian Paints: Great results do not translate into great prospects
BUSINESS
Colgate-Palmolive India: Pricing-led growth and cut in advertisement spends
BUSINESS
Pidilite: Some caution is warranted
