BUSINESS
Bharat Rasayan: Attractively priced, accumulate for the long term
BUSINESS
Saudi oil strike | Where is crude headed and how worried should India be?
BUSINESS
This microcap continues to surprise with strong earnings growth
EARNINGS
Rallis India and Coromandel International – Weak monsoon may prove to be a big spoiler
BUSINESS
Will Indian companies face higher crude oil costs?
BUSINESS
Skymet monsoon forecast – low accuracy, impact overhyped
BUSINESS
Airbnb - OYO deal to help both entities capitalise on shift to branded hotels
OYO has now raised more than $1.7 billion from investors to date, including this new capital.
BUSINESS
Accumulate this little-known gas retail stock
BUSINESS
Oil prices are rising again, but will the trend continue?
MONEYCONTROL-RESEARCH
Lemon Tree Hotels to acquire 100% stake in Keys Hotels
builds and operates hotels under the Keys brand.
BUSINESS
Reduction in price of BT cotton seeds: Announcement a blow for global players
Over the past few years, there have been disputes about cotton seed prices and royalty payments to seed technology providers.
BUSINESS
Closure of coal gasifiers in Morbi a positive for Gujarat Gas
Morbi accounts for almost 70 percent of the ceramic industry in India and almost five percent worldwide
BUSINESS
City gas bidding result: Who gains what?
Allocation of complementing geographies stands as a positive for the downstream gas companies and would facilitate higher utilisation of the existing infrastructure, thereby bringing added operating efficiencies in the long term
BUSINESS
Kaveri Seed Q3: Dismal performance continues, licence suspension hits stock price
BUSINESS
Godrej Agrovet Q3FY19: Subdued result a blip; outlook positive
BUSINESS
PI Industries Q3FY19: Strong show; improved exports, backward integration to drive future
After strong results, the stock has seen a sharp uptick intraday, however, it is still 5 percent below its 52-week high, at a 2020e PE of 22x. With a strong order book line up, improved exports and backward integration we expect the current performance to sustain.
BUSINESS
First cut | Oil India Q3FY19 – crude oil and natural gas segment drive decent performance
The performance of the LPG, pipeline and renewable energy business remained largely muted.
BUSINESS
Indraprastha Gas: Strong Q3, healthy volume growth to continue
BUSINESS
Godrej Agrovet: A small break in a marathon
BUSINESS
First cut } BPCL Q3FY19 – weak performance, inventory losses impact margins
Gross refining margins (GRMs) dipped in line with global margin contraction. Substantial inventory losses ate away the quarter’s profitability.
BUSINESS
Tata Chemicals Q3 review: Soft quarter, one-offs weigh on profits
Margins saw a sharp contraction with a 850 basis points YoY contraction in EBITDA margins.
BUSINESS
First cut | HPCL Q3 review: High inventory losses weigh down profits
Gross refining margins (GRMs) saw a dip that was much in line with the global contraction, with substantial inventory losses also having impacted the company's profits.
EARNINGS
UPL Q3 review: High leveraging to impact margins in short-term
Stricter restrictions on sale of organophosphorus products in India also affected the domestic performance.
BUSINESS
First cut | GAIL Q3: Weak performance in gas marketing, petrochemicals
Higher input costs ate away a portion of the operating profits despite inventory gains and a cut in employee expenses, finance costs and other expenses.
