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
Cost efficient business model, complete pass-through of green coffee prices, sticky customer base will lead to higher earnings growth
BUSINESS
V-Guard: A viable option for investors looking for reliability, growth
The growth trajectory is strong on the back of the company’s financial track record, business strategy, and competitive market positioning
BUSINESS
Sirca Paints: Record revenue and impressive guidance
The growth trajectory of the company looks promising on the back of stable financial track record, business strategy, and competitive market positioning
BUSINESS
AC companies: Secular growth, intense competition, and rich valuation
The long-term outlook is very promising because of the evolving consumer lifestyle, increasing income levels, rising temperatures, and low penetration of ACs
BUSINESS
Emami: Rural market revival holds the lever, margins may improve
Investors need to watch out for the recovery in rural markets given that Emami has higher salience there
BUSINESS
Dixon Technologies: Growth takes a pause in Q4
A pick-up in the mobile business and a rebound in consumer electronics will be critical to the company’s growth
MONEYCONTROL-RESEARCH
Crompton Consumer: What will drive its next phase of growth?
Revenue growth was in line with expectations in Q4FY23, but profitability lagged owing to competition
BUSINESS
ITC: Continued all-round performance
Sustainable volume growth in cigarette and improved profitability in FMCG business key to re-rating
BUSINESS
Amber Enterprises: Q4 results strengthen the bullish narrative
Revenue growth beat Street estimates and profitability improved on an absolute basis
BUSINESS
Berger Paints: Look beyond the Q4 numbers
Revenue growth in line with expectations but profitability lagged owing to multiple headwinds
BUSINESS
Polycab India Q4 FY23: Poised for more outperformance
Given the product portfolio and the size of opportunity, the cable-maker is well placed to manage its growth trajectory and margin profile
BUSINESS
Asian Paints: Great results do not translate into great prospects
Growing competition in the paints sector will be a key thing to watch out for as earnings remain volatile
BUSINESS
Colgate-Palmolive India: Pricing-led growth and cut in advertisement spends
Higher penetration of toothpaste categories and slowdown in rural consumption lead to sub-par growth
BUSINESS
Pidilite: Some caution is warranted
A steep correction in the price of the key raw material, VAM, should pave the way for margin recovery in the coming quarters.
