Presenting Partner

Life Insurance Corporation of India

Moneycontrol

Budget 2022

Associate Partners:

  • Kotak Mutual Fund
  • Pharmeasy
  • Indiabulls
  • SBI

Presenting Partner

Life Insurance Corporation of India

Moneycontrol

Budget 2022

Technology Partner

Dell Technologies

Associate Partners

Kotak Mutual Fund
Pharmeasy
Indiabulls
SBI

Ruchi Agrawal

Senior Research Analyst

Moneycontrol

Excel Industries – a decent long-term bet

MONEYCONTROL-RESEARCH

Excel Industries – a decent long-term bet

Excel industries is positioned to benefit from shift of demand from China. While product concentration poses near term risk,diversification in pharma API, specialty chemicals, strong balance sheet and healthy cashflows remain positives for the longer term

Petronet LNG – A good defensive bet

BUSINESS

Petronet LNG – A good defensive bet

PLNG is a low risk defensive play positioned to benefit from multiple growth triggers in medium to long term. In the current volatility it can be a good add to the portfolio.

PI Industries : A good show in tough times

BUSINESS

PI Industries : A good show in tough times

Reliance Industries Q4 FY20: Consumer facing businesses hold the fort; deleveraging cycle gains momentum

BUSINESS

Reliance Industries Q4 FY20: Consumer facing businesses hold the fort; deleveraging cycle gains momentum

With the announcement of rights issue, the company appears to be on track to meet its goal of net zero debt by the end of the current fiscal year.

Corona blues for agrochemical players, input lines may choke

BUSINESS

Corona blues for agrochemical players, input lines may choke

Budget Preview | Agriculture looks up to Budget for relief. Here’s what it wants

BUSINESS

Budget Preview | Agriculture looks up to Budget for relief. Here’s what it wants

The list of expectations for the agri community is long. But then, the Budget will be a test of ability and willingness to spend

Rallis India Q3 FY20 – Tide has turned, but pricing is a sticking point

BUSINESS

Rallis India Q3 FY20 – Tide has turned, but pricing is a sticking point

The stable quarterly numbers came on the back of a healthy top line growth, positive farm sentiment and new product launches

Ideas for Profit | A lacklustre performance by the hotel sector: Should you check in now?

BUSINESS

Ideas for Profit | A lacklustre performance by the hotel sector: Should you check in now?

US–Iran tensions | Where is crude headed and how will India be affected?

BUSINESS

US–Iran tensions | Where is crude headed and how will India be affected?

Ideas for Profit | Correction in prices of this agri stock gives opportunity to accumulate

BUSINESS

Ideas for Profit | Correction in prices of this agri stock gives opportunity to accumulate

Gas distribution company valuations appear inflated, but are backed by solid Q2 earnings

BUSINESS

Gas distribution company valuations appear inflated, but are backed by solid Q2 earnings

Ideas for Profit | Indian Hotels: Another solid quarter, buy on any weakness

BUSINESS

Ideas for Profit | Indian Hotels: Another solid quarter, buy on any weakness

Ideas for Profit | Steep correction in this agri stock could usher in gains

BUSINESS

Ideas for Profit | Steep correction in this agri stock could usher in gains

Post-correction, the stock is now trading at an FY19 estimated price-to-earnings of 14 times

Metropolis IPO review – growing diagnostic chain, invest for long term

BUSINESS

Metropolis IPO review – growing diagnostic chain, invest for long term

Ideas for Profit | Healthy growth to continue for downstream gas sector

BUSINESS

Ideas for Profit | Healthy growth to continue for downstream gas sector

Allocation of new GAs in the 10th round of CGD bidding will be an additional growth driver for the future.

Agrochemical sector Q3FY19 review: Mixed bag; muted domestic growth, input costs weigh

BUSINESS

Agrochemical sector Q3FY19 review: Mixed bag; muted domestic growth, input costs weigh

Of the agrochemical stocks, we find PI Industries and Insecticides India on track for growth and would recommend to keep these on radar and accumulate for long term portfolio in a staggered manner.

Ideas for Profit | Indian Hotels: Strong Q3 performance, international business witnessing green shoots

BUSINESS

Ideas for Profit | Indian Hotels: Strong Q3 performance, international business witnessing green shoots

Chalet Hotels IPO review - attractive business, but high debt a cause of concern

BUSINESS

Chalet Hotels IPO review - attractive business, but high debt a cause of concern

Ideas for Profit | Sinclairs Hotels – attractive pick in leisure space

BUSINESS

Ideas for Profit | Sinclairs Hotels – attractive pick in leisure space

Ideas for Profit | Bharat Rasayan – promising stock with healthy returns, margins

COMPANIES

Ideas for Profit | Bharat Rasayan – promising stock with healthy returns, margins

The stock has corrected 37 percent from its 52-week high and is now trading at a 17.6x 2019e (estimated) earnings.

What the new GDP data says about corporate earnings, and doesn't

BUSINESS

What the new GDP data says about corporate earnings, and doesn't

It was earlier believed that the real GDP growth was higher during the UPA regimes pre-2014 and that the domestic economy remained largely insulated from the global recession in 2009.

Indian Hotels Q2FY19 – encouraging growth in seasonally weak quarter

EARNINGS

Indian Hotels Q2FY19 – encouraging growth in seasonally weak quarter

Going forward, the company aims to improve margins by hiking rates wherever possible, increase in management fee income, higher income from new inventory and cost optimisation in payrolls and corporate overheads.

Tata Chemicals: Weak Q2; capital infusion in high margin business could trigger a re-rating

EARNINGS

Tata Chemicals: Weak Q2; capital infusion in high margin business could trigger a re-rating

A successful deployment of capital in high margin businesses can improve earnings and trigger a re-rating for the stock

Ideas for Profit: Godrej Agrovet & Indian Hotels attractive post-correction; accumulate

BUSINESS

Ideas for Profit: Godrej Agrovet & Indian Hotels attractive post-correction; accumulate

With the growth story for both GAVL and IHCL intact, we find the current price level attractive and would recommend progressive accumulation.

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