EARNINGS
Voltas’ electro-mechanical segment disappoints in Q2, cooling brings comfort
While the electro-mechanical projects and services segment was affected by erratic rains, the company’s unitary cooling products division performed well, boosting its overall performance during the quarter
EARNINGS
Bata India on a strong footing. Q2 results show good signs of recovery
Bata India's revenues have improved significantly in the September quarter both year-on-year and quarter-on-quarter. The recovery momentum is expected to continue, going ahead.
MARKETS
Value Stocks: The low-risk way to grow your wealth
Four value stocks that could give you the benefit of high dividend, healthy cash flows and even an option value
MARKETS
Growth stocks: High on valuations, but higher on returns
These stocks may be a tad expensive, but they could easily live up to those valuations and deliver returns.
EARNINGS
Trent’s investors give thumbs up to September quarter results
Trent's investors are pleased with the company's Q2FY22 results. It's standalone revenues have surpassed Q2FY20 revenues, which was a pre-pandemic quarter.
EARNINGS
Emami’s Q2 EBITDA margin is encouraging, but pressure to build up going ahead
Emami's EBITDA margin expanded by 15 basis points year-on-year in Q2, despite gross profit margin contraction of 150 basis points. Although, EBITDA margins can be expected to be under pressure ahead as A&P spends rise.
EARNINGS
United Spirits’ investors are high on strong Q2, improved recovery outlook
Shares of United Spirits touched a 52-week high on the NSE and have appreciated by about 65 percent so far this calendar year. As such, valuations are not exactly cheap.
BUSINESS
Marico’s Q2 is decent but near-term concerns remain for the stock
Marico's revenues saw good year-on-year growth in Q2, although Ebitda margins fell. Going ahead, rural demand conditions and raw material inflation remain key factors to watch out for.
BUSINESS
IndiGo’s Q2 net loss narrows to Rs 1440 crore sequentially as recovery gathers pace
IndiGo's standalone net loss at Rs 1440 crore for Q2FY22 has more than halved versus Q1FY22 when loss was Rs 3180 crore
BUSINESS
Nykaa public issue: Of lipstick effect and bullish markets
IPO valuations are high but given the unique proposition, investors are likely to be excited. The long list of more than 100 anchor investors in pre-IPO allotment reflects the crazy demand.
BUSINESS
Bajaj Auto Q2 preview | Double-digit revenue growth expected, margins to decline
Bajaj Auto is expected to post double-digit year-on-year sales growth, although EBITDA margins are likely to contract owing to cost pressure
EARNINGS
Colgate-Palmolive’s Q2 disappoints; its investors have little to cheer
Colgate-Palmolive's Q2FY22 results are below some analysts’ expectations with operating revenue growth at 5 percent YoY. Note that the company saw double-digit revenue growth in the previous two quarters. Muted sales outlook ahead is one of the chief concerns for the stock.
MARKETS
Tata Consumer Products Q2 results fail to boost stock’s valuation
Shares of Tata Consumer Products have appreciated by 33 percent so far in 2021, following an almost 84 percent appreciation in 2020. Valuations may now be pricey and cap any significant near-term upside
EARNINGS
Reliance Industries stock outlook is optimistic after Q2 results
Many of Reliance’s businesses are seen to be on a strong footing. Investors seem to be capturing a good portion of this optimism into the share price, which has increased by 32 percent year-to-date.
EARNINGS
Reliance Q2 results satisfy as retail shines
Reliance Industries' September quarter results (Q2FY22) are broadly in line with analysts' estimates. The retail business saw strong recovery and performed well.
STOCKS
TVS Motor’s highest quarterly Ebitda boosts stock; EV vulnerability remains
TVS Motor shares got a boost after its Q2 results. While analysts are upbeat on the two-wheeler maker’s prospects, there are concerns over the impact of electric vehicle adoption
EARNINGS
Q2 Preview | Investors of PVR, Inox Leisure hope for an improved show as Maharashtra cinemas reopen
Theatres in Maharashtra are set to reopen from today at 50% capacity. While this improves revenue outlook for PVR and Inox Leisure, full recovery is still a few quarters away.
MARKETS
Havells India’s stock tumbles after Q2 gross margin disappoints
Havells India's shares fell about 10% in morning trading on Thursday on the NSE owing to weaker second-quarter margins although the company reported healthy revenue.
MARKETS
Singapore gross refining margin at 2-year high benefits oil refiners
Crude oil prices are on the boil with Brent crude hovering around $85 per barrel. However, one measure is offering comfort and that is refining margin. What are the reasons?
BUSINESS
Nestle India’s September quarter just about satiating. Higher input costs pose risk
Nestle India’s revenue was in line with expectations, although margins were a sore point. Going ahead, higher input costs are a concern for margins.
BUSINESS
HUL’s Q2 volume growth falls short of expectations, disappointing investors
The company's underlying volume growth in Q2 stood at 4 percent, below estimates. For instance, JM Financial Institutional Securities Ltd and Kotak Institutional Equities pegged volume growth at 8 percent and 5 percent, respectively.
BUSINESS
DMart Shares: Q2 is good, but it is not enough for investors given stock’s pricey valuations
The DMart stock had risen as much as 25% in October ahead of the Q2 results. So far this calendar year, the stock has appreciated by around 80%
BUSINESS
Titan, Kalyan Jewellers’ shares reflect the optimism of Q2 updates
The sharp appreciation in Titan’s share price suggests investors may be factoring in a good chunk of the optimism on the improved demand environment.
BUSINESS
DMart to announce Q2 results on Saturday. What are the expectations?
Analysts are expecting an improvement in margins. However, the sharp rise in the company’s share price makes one brokerage wonder whether the valuation is ahead of fundamentals and whether there is a risk of de-rating.
