BUSINESS
Marico: Gradual recovery in core categories and margin likely
Foods business is likely to be the future engine of growth as it is set to grow at a higher pace compared to other categories
BUSINESS
Britannia Industries: Margins at peak levels, adjacent categories in the spotlight
Growth from adjacent categories will drive revenue growth and premiumisation will drive profitability
BUSINESS
Dabur India: Subdued quarter, demand recovery likely to be gradual
Revival of demand in rural markets remains critical to Dabur's fortunes
BUSINESS
Havells India: Valuation faces headwinds as top-line growth moderates
Weak consumer sentiment continues to put pressure on demand across retail channels
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
TRENDS
Dollar index (DXY) running downhill – What does it mean for Indian equities?
If Fed presses the pause button in May, Indian equities may see a sharp rebound even if for a short term
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
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
Sirca Paints: Potential to continue its upward trend
The company’s growth trajectory looks satisfactory on the back of its stable financial track record, business strategy, and competitive market positioning.
BUSINESS
Berger Paints: Competition could test growth potential
The company expects the revenue mix to improve hereon following the softening in raw material prices and product launches
BUSINESS
V-Guard: Outlook for 2023 softens as demand remains lacklustre
Sunflame’s acquisition will strengthen its kitchen appliances portfolio where V-Guard has very limited market presence
BUSINESS
Dixon Technologies Q3: External risks come to the fore
Due to the prevailing macroeconomic conditions, the company's growth trajectory remains ambiguous
BUSINESS
Nestlé India: Placed well for growth in the medium term
With the softening of commodity prices, sequential improvement in margins is likely
BUSINESS
Amber Enterprises Q3: Multiple catalysts stacking up
Components, electronics and mobility division report strong revenue growth, but profitability was dented by competitive intensity and cost challenges
BUSINESS
Crompton Consumer: Weak Q3 not a dampener for long run
The company’s leadership position and its effort to drive sales will help to improve business margins
BUSINESS
Pidilite: Why we stay neutral despite raw material tailwinds
Pidilite continues to focus on volume-led profitable growth. Higher raw material prices have impacted the profitability in the last 18 months which is now likely to change
BUSINESS
Polycab India: Going from strength to strength
Polycab India is currently focusing on expanding its distribution reach and changing its revenue mix to propel its earnings trajectory.
BUSINESS
Havells India: Q3 internals point to a mixed outlook
While the B2B business of Havells is on a strong footing, consumer demand has slackened
BUSINESS
Asian Paints: Underwhelming quarter throws up downside risks
Volume growth will be under stress going forward, as people cut down on their stay at home and competition increases
BUSINESS
IPO ‘gold rush’ in the EMS space — Investors need to watch out
With no regulatory and proprietary barriers to entry, an EMS business is always vulnerable to the threat of new entrants who can do the same manufacturing more efficiently and at lower costs
BUSINESS
Sirca Paints: Great progress on all fronts
Shareholders have reaped the benefits as the stock has already delivered more than 70 percent returns since we covered this lesser-known smallcap as part of our discovery series.
BUSINESS
Jyothy Labs: Resilient show despite headwinds
Recovery in rural India and household insecticides segment remain the key for earnings growth for this mid-sized FMCG player
BUSINESS
Discovery Series | V-Guard: A steady compounder for long-term investors
VIL’s growth has been supported by the upgradation of its product portfolio and newer market coverage
