BUSINESS
ABFRL’s stock falls 15 percent from highs; improving demand, growth outlook key positives ahead
ABFRL is well-positioned to capitalise on improving demand recovery trends. However, a potential third Covid wave hitting the country poses a risk to demand
BUSINESS
Siemens’ FY21 show is decent, though that may not be enough for the stock
For the September quarter, Siemens' revenue growth stood at 14 percent year-on-year while EBITDA declined by 5 percent.
BUSINESS
What recent tariff hikes mean for Bharti Airtel, Vodafone Idea
All eyes are now on Jio. A hike will boost its revenue but if Jio holds tariffs, there could be potential subscriber churn which would be a negative for Bharti and Vodafone Idea, say analysts
MARKETS
Higher oil prices a bright spot for ONGC, Oil India but risks persist
Shares of ONGC and Oil India have outperformed the Nifty 500 index so far in 2021, driven by the strength in crude oil prices
MARKETS
Shares light up as CESC bets big on privatisation of power distribution
The shares of CESC rose around 8 percent on November 23 on the NSE, taking the total returns for CY2021 to around 45 percent.
MARKETS
Wipro’s focus on growth remains, although stock’s valuations are already rich
The Street likes Wipro’s focus on growth. However, the stock has increased as much as 66 percent so far in 2021, suggesting near-term upsides may be capped.
MARKETS
Reliance Industries-Aramco to re-evaluate O2C deal, what does it mean for the stock?
Analysts reckon the decision would not have any material repercussions on Reliance's fundamentals
EARNINGS
After a stellar run, higher valuations may keep sentiment muted for JK Cement
Higher costs weighed on JK Cement's Q2 FY22 profitability. Though, better volumes supported revenue performance.
MARKETS
Margin pressures take the shine off consumer staples' steady revenues in Q2
Consumer staples saw margins shrink in the September quarter. Investors will watch for signs of easing of cost pressures in the coming quarters
MARKETS
Apollo Hospitals’ stock gains 20% in week since Q2 results
Apollo Hospitals shares have more than doubled in 2021 till now. The sharp appreciation may cap significant upsides immediately.
MARKETS
Vedanta’s shares tumble as it evaluates restructuring. What are the concerns?
Even as Vedanta evaluates restructuring options to unlock value, parent debt remains a key overhang for the stock.
EARNINGS
After Q2 results, what are the triggers for the Ashok Leyland stock?
Shares of Ashok Leyland are trading around 70 percent above their pre-pandemic highs seen in January 2020. What's the way ahead?
EARNINGS
Coal India’s Q2 results don’t light up shares as realisations remain subdued
The state-owned company’s price realisations from e-auctions fell short of expectations but may improve in the current quarter due to a lag effect.
EARNINGS
Hero MotoCorp’s Q2 a smooth ride; demand recovery, EV developments key for stock
The launch of electric vehicles and rural sales may influence investor sentiment on the stock
MARKETS
PVR, Inox Leisure shares hit new highs, all eyes now on pace of recovery
While shares of PVR and Inox Leisure touched fresh52- week highs this week, they are still away from their respective pre-COVID highs
EARNINGS
Page Industries’ high valuations may cap stock’s near-term upside even as Q2 show is good
Page Industries announced its highest-ever revenue and profit after tax in the September quarter. The success of its new categories and distribution expansion are key to near-term growth, analysts said.
EARNINGS
V-Mart Retail’s Q2 recovery is robust, but a few hurdles lie ahead
While the company has recovered from COVID-related disruptions, cost pressures and an increase in the GST rate from January are concerns for investors.
EARNINGS
Making sense of Nykaa’s glamorous listing on the stock market
Nykaa's shares listed at a premium on Wednesday, taking its market capitalisation ahead of quite a few consumer firms that are relatively more profitable
EARNINGS
Indraprastha Gas’ Q2 volumes are robust. But that did not fuel its shares
Concerns over margin headwinds ahead seem to have outweighed the strong volumes numbers in
EARNINGS
Eicher Motors’ Q2 gets realisation support, though steep valuations may be a roadblock
Strong price realisations supported profitability in Q2FY22 but chip shortages pose a near-term concern for the company
EARNINGS
Cost pressures bite into Britannia’s Q2 margins, outlook remains dull
Britannia Industries’ margins were adversely impacted by a sharp rise in input costs. While the company is increasing prices, investors should keep a close eye on margins
EARNINGS
Margin concerns, high valuations weigh on Divi’s Laboratories’ stock after Q2 results
The share has fallen more than 7 percent after the announcement of the September quarter results. Some analysts expect margin pressures in the days to come.
EARNINGS
Jyothy Labs’ Q2 margins are a sore point; sustainable improvement remains key
Jyothy Labs' profit margins were hit in Q2FY22 owing to a steep rise in raw material costs. This drove the year-on-year decline in profits at a time when revenues increased.
EARNINGS
As footfalls increase, this mall stock finds itself in a sweet spot
In Q2FY22, Phoenix Mills saw a faster recovery in consumption across malls as the pandemic's restrictions eased. The recovery momentum continued in October as well
