Moneycontrol PRO

Ruchi Agrawal

Senior Research Analyst

Moneycontrol

GAIL India & Indraprastha Gas: Mixed Q1 performance, sector positioned for growth

SECTOR

GAIL India & Indraprastha Gas: Mixed Q1 performance, sector positioned for growth

GAIL and IGL reported strong volume and a topline growth during Q1FY19. We find both stocks fundamentally sound and stay convinced with their growth story. While valuations for GAIL are attractive, we would recommend a better entry point for IGL.

Godrej Agrovet: Q1 performance mixed, dairy segment remains a drag

BUSINESS

Godrej Agrovet: Q1 performance mixed, dairy segment remains a drag

We see Godrej Agrovet as a quality stock positioned to deliver healthy long term returns

Ayushman Bharat: Need of the hour, but is India ready for it?

POLITICS

Ayushman Bharat: Need of the hour, but is India ready for it?

Given the worrisome state of health insurance in India, the move is a bold one and must be lauded. The current state of infrastructure and government finances seem distant from what a smooth implementation of the policy might warrant

Dhanuka Agritech: Soft Q1 but long term story intact

BUSINESS

Dhanuka Agritech: Soft Q1 but long term story intact

Dhanuka Agritech's performance in Q1 remained largely muted. We believe there are numerous factors which support its long term growth story

DCM Shriram Q1: Sugar segment a drag on profitability

EARNINGS

DCM Shriram Q1: Sugar segment a drag on profitability

We stay cautious on the pricing factor and the price volatility, which might impact the profitability and stock returns.

Ideas for Profit: PI Industries posts a subdued performance in Q1; buy

BUSINESS

Ideas for Profit: PI Industries posts a subdued performance in Q1; buy

With a strong order book line-up and removal of current hiccups, we see the stock as an attractive pick

Chambal Fertilisers Q1 review: Healthy growth

EARNINGS

Chambal Fertilisers Q1 review: Healthy growth

Although the urea subsidy situation is comfortable, we see raw material and procurement prices remaining an overhang. The recent correction makes the stock attractive.

Mahanagar Gas & Gujarat Gas: Volumes drive growth

EARNINGS

Mahanagar Gas & Gujarat Gas: Volumes drive growth

We find both stocks attractive but prefer MGL over GG given its cheaper valuations

Q1 review: Coromandel International, Sharda Cropchem deliver mixed performance

EARNINGS

Q1 review: Coromandel International, Sharda Cropchem deliver mixed performance

While Coromandel International was able to expand operating margin by almost 120 bps on the back of price hikes, the same for Sharda Cropchem contracted 270 bps due to supply disruptions from China for yet another quarter.

UPL Q1: Steady growth, attractive pick

EARNINGS

UPL Q1: Steady growth, attractive pick

UPL reported a steady quarter with an 11 percent year-on-year (YoY) growth in revenue driven by a healthy growth in volumes and price hike during the quarter.

Petronet LNG: Strong volumes drive growth in Q1, buy for the long term

BUSINESS

Petronet LNG: Strong volumes drive growth in Q1, buy for the long term

With continued shortage of LNG domestically and capacity expected to boost future volume, we see the stock as a steady long term performer

Reliance Industries results review: Another quarter of robust growth in petchem, Jio

BUSINESS

Reliance Industries results review: Another quarter of robust growth in petchem, Jio

Jio continued to post strong revenue growth, along with an improvement in operating profitability during the quarter.

UPL-Arysta Life deal: What should investors do with the stock?

STOCKS

UPL-Arysta Life deal: What should investors do with the stock?

Even with the volatility in the currency market, UPL remains an attractive pick given the steep correction in the stock in the past weeks

A look at what’s oiling the oil markets

BUSINESS

A look at what’s oiling the oil markets

The volatility in the crude prices has been immense and is expected to continue.

Rallis India Q1 review: Low base aids, input cost weigh

EARNINGS

Rallis India Q1 review: Low base aids, input cost weigh

Commercialisation of new molecules is also something to look out for in the long term

Scattered monsoon, delayed sowing could impact Q1 earnings

EARNINGS

Scattered monsoon, delayed sowing could impact Q1 earnings

The current monsoon strength seems to be covering up for the scanty and scattered pattern till now and a lag effect might be observed in Q2 FY19

Will the MSP hike double farm income or is it a myopic patch work?

BUSINESS

Will the MSP hike double farm income or is it a myopic patch work?

MSP is a short term eye wash which can be called a myopic solution to the agrarian distress.

Natural gas, jet fuel may come under GST ambit, which companies will benefit?

STOCKS

Natural gas, jet fuel may come under GST ambit, which companies will benefit?

Airline companies can expect an annual relief of Rs 3,000-5,000 crore under input tax credit if the same is included in GST

US imposing sanctions on Iran – what it could mean for India

INDIA

US imposing sanctions on Iran – what it could mean for India

With India importing nearly 15 percent of its crude imports from Iran, the future course of diplomatic policy and trade alterations would be worth watching out.

What ADNOC's investment in the Ratnagiri refinery means for India

SECTOR

What ADNOC's investment in the Ratnagiri refinery means for India

The company has signed an agreement to partner with Saudi Aramco to buy 50 percent stake in the $44 billion Ratnagiri oil refinery and petrochemical project

Should India heave a sigh of relief after the OPEC meet?

BUSINESS

Should India heave a sigh of relief after the OPEC meet?

We expect the production increase, along with enhanced flow of supplies from US shale, to reduce the supply side pressure on oil in the coming months

OPEC meeting round the corner – should we be smiling?

BUSINESS

OPEC meeting round the corner – should we be smiling?

With changing geopolitical dynamics over the last few months, there are strong expectations of a change in the overall strategy.

Ideas for profit: Time to check into these hotels

EARNINGS

Ideas for profit: Time to check into these hotels

We have high conviction on Indian Hotels and it remains our top pick. From the midcap space, we like Royal Orchid.

HOEC: Re-rating in store for this high growth business

EARNINGS

HOEC: Re-rating in store for this high growth business

Investors with a penchant for investing in high growth businesses should look to add on any weakness in the current market volatility.

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