Ruchi Agrawal

BUSINESS

Hotels Sector Q1 review: Growth momentum to continue on improving dynamics

Hotel companies reported an encouraging performance amid rising room rates and occupancies. With a favorable supply demand situation we stay positive on the growth story for the sector

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.

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

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.

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.

BUSINESS

Ideas for Profit | Macro tailwinds to help gas sector further strengthen growth story

The gas downstream sector is positioned for numerous macro tailwinds which we expect would facilitate rapid growth in the future

BUSINESS

Agrochemical industry looks set to log growth after a downturn

We stay cautiously positive on the sector like Rallis India and Coromandel Industries. We are convinced with the business model of PI, Dhanuka and UPL and suggest to buy on dips

BUSINESS

Shalby Hospitals: High debt levels, aggressive pricing offers little comfort

Given the slightly stretched valuation of the issue, we do not expect near-term upside for the IPO investors. Invest only if you have a very long-term investment horizon.