BUSINESS
RIL: Strong earnings growth led by consumer-facing businesses
Higher production in oil and gas, strong subscriber addition and higher ARPU in Jio Platforms and robust revenue growth and cost management in retail underlined RIL’s performance in Q2 FY24
BUSINESS
CMS Info Systems: Decent quarter led by managed services, valuation reasonable
The company should not find it difficult to maintain a double-digit revenue and EPS growth
TRENDS
PVR Inox Q2: Merger synergy, content line-up help deliver blockbuster numbers
Movie lineup for the next two quarters looks robust across different genres; occupancy likely to remain strong in the second half.
BUSINESS
IRM Energy IPO: Should investors take note of this CGD business?
The company has high growth potential due to its small size and traction from two GAs that are under development
BUSINESS
Cyient DLM: Revenue growth accelerates but margin disappoints
The company's Q2FY24 sequential revenue growth was the fastest in the last five quarters. Also, the Indian EMS sector continues to remain robust and attractive in comparison to international peers.
BUSINESS
Does EMS sector still offer a window of investment opportunity?
The potential of the sector is good but the valuations of Syrma and Keynes are rich
BUSINESS
Discovery Series | This company is well-placed to ride the digital transformation wave
There are several key catalysts that are going to support eMudhra’s scalability, going forward
BUSINESS
Cyient DLM: This differentiated EMS business still has its sunny side up
China-plus strategy, cheap labour, and government support augur well for the company
BUSINESS
Does oil price count for Indian stock markets?
We studied the movement of crude oil price and Nifty50 over the last 22 years and found that the impact of oil price is more sentimental and short-term than it is made out to be.
BUSINESS
Oil outlook: Is $100 per barrel around the corner?
With Saudi and Russia extending production cut till December, the shortfall is almost 3 mbd. This creates a fertile ground for crude oil price to hit $100 a barrel.
BUSINESS
Zaggle IPO: Should you subscribe to it?
Zaggle doesn't have a comparable listed peer in India. Its international peers generate significantly higher margins, but trade at a lower valuation
BUSINESS
Indraprastha Gas: Can it make your portfolio look better?
The reduction in gas costs has ended the challenging period for CGD companies
BUSINESS
Mahanagar Gas: Strong margins offset volume growth concerns, valuation attractive
Cheaper price and sustained demand augur well for the company
BUSINESS
Info Edge: IT hiring slowdown a major challenge, cautious on fresh investment
Reduction in marketing costs and stability at Jeevansathi and Shiksha may offer some relief in the near term. However, recruitment business faces tough headwinds, and real-estate business may feel the heat of competition.
BUSINESS
CMS Info Systems: Uninterrupted earnings growth in this cash logistics biz
The company has consistently delivered good performance since its listing in December 2021. Its revenue has grown in double digits, YoY, in five out of the past six quarters
BUSINESS
Avalon vs Elin – Which EMS stock looks promising, post results?
The EMS sector is poised to grow rapidly for years to come as more manufacturing units shift to India
BUSINESS
Zee Entertainment: Weak performance, ad spend recovery delayed
ZEEL may see a pickup in recovery in the second half of this year, with the festival season, and a gradual recovery in linear TV subscription revenue.
BUSINESS
Saregama: Jarring tone in Q1, but outlook keeps its pitch
The management is confident of business picking up in the second half due to a very strong lineup. It has reiterated its guidance of 25 percent revenue growth for FY24
BUSINESS
MapmyIndia: Solid performance reaffirms faith in growth trajectory
Given how vehicles are now pre-fitted with navigational and mapping solutions, plus the multi-use cases of the technology across different industries, MapmyIndia should continue to grow rapidly in the next few years.
BUSINESS
Is a profitable Zomato a good meal for investors?
A strong growth in top line should immediately translate into profitability improvement, an area where Zomato is expected to continue surprising
BUSINESS
PVR INOX: Another mute quarterly performance; weak investment case
While higher ticket and food sales hit margin in Q1FY24, the popularity of OTT apps is a threat, going ahead. Avoid long-term investment.
BUSINESS
GAIL: Time to accumulate this PSU stock
With easing gas prices, the worst appears to be behind for GAIL. Assuming that the current macro environment holds, GAIL's margins are expected to improve from here.
BUSINESS
KPIT: Strong growth momentum fully priced in
The company’s revenue and margin guidance appears to be achievable
BUSINESS
Cyient: Muted performance in the quarter, valuation no longer cheap
The management expects growth to be driven by aerospace, automotive, and sustainability businesses
