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Sachin Pal

Senior Research Analysts

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Ambuja Cements Q3 CY21: Rock solid performance

BUSINESS

Ambuja Cements Q3 CY21: Rock solid performance

While the demand is on the mend for Ambuja Cements, the scarcity of imported coal/pet coke and surging costs could lead to industry-wide production cuts and margin compression

Concor – On a solid footing

BUSINESS

Concor – On a solid footing

While the global economy has faced significant challenges during the COVID pandemic, the recent trends suggest a sustained path to recovery supporting a positive long-term outlook for Concor

Crompton Consumer — Q2 earnings buoyed by margin outperformance

BUSINESS

Crompton Consumer — Q2 earnings buoyed by margin outperformance

Crompton is well-positioned to remain on its multi-year compounding path owing to its strong market position and the rising penetration of electronic appliances.

Polycab India: Margin pressure mounts

BUSINESS

Polycab India: Margin pressure mounts

Polycab India witnessed 48 percent year-on-year growth in revenues for July–September, led by healthy pick-up in consumer sentiment post the second wave

Havells India: Cost pressure surfaces, but growth remains robust

BUSINESS

Havells India: Cost pressure surfaces, but growth remains robust

Havells’ latest quarterly results highlight the buoyancy in demand in retail as well as institutional segments

Asian Paints: Margins take a knock in Q2 as cost pressures bite

BUSINESS

Asian Paints: Margins take a knock in Q2 as cost pressures bite

The kitchen business of Asian Paints clocked revenues in excess of Rs 100 crore for the first time, and achieved operational breakeven despite the inflation headwinds

Heidelberg Cement India: Solid Q2, multiple price hikes on the cards

BUSINESS

Heidelberg Cement India: Solid Q2, multiple price hikes on the cards

To enhance its scale, Heidelberg Cement India is expanding its presence to Gujarat, which will add another 3 MT of capacity over the next 2-3 years

ACC Q3 CY21:  Profitability headwinds on the horizon

BUSINESS

ACC Q3 CY21: Profitability headwinds on the horizon

Given the strength of the balance sheet and the strong market position, we continue to maintain our positive stance on the business despite the unending concerns surrounding the economy and industry.

UltraTech: Impressive Q2, but tread carefully on valuation

BUSINESS

UltraTech: Impressive Q2, but tread carefully on valuation

Since the start of the pandemic, UltraTech has made significant progress on the balance sheet front, while improving its margin profile.

GM Breweries Q2 FY22: Recovery gathers steam

BUSINESS

GM Breweries Q2 FY22: Recovery gathers steam

Strengthening business fundamentals and euphoric market sentiments have led to a sharp rally in the GM Breweries stock price

How does the coal crunch impact India's cement makers?

BUSINESS

How does the coal crunch impact India's cement makers?

Given that the cost savings from fuel efficiencies are near optimum levels, the recent jump in coal prices poses a fresh threat to the margin profile of all cement manufacturers

Discovery Series: Sirca Paints India stock has so much room to run

BUSINESS

Discovery Series: Sirca Paints India stock has so much room to run

Sirca’s growth story appears interesting, but the track record is patchy and consistency in execution remains the key

HeidelbergCement India churns out a solid growth mix

BUSINESS

HeidelbergCement India churns out a solid growth mix

To enhance its scale, the company is expanding its presence in Gujarat, which will add 3 MT capacity over the next 2-3 years.

Is the Nifty touching the 20,000 mark soon?

BUSINESS

Is the Nifty touching the 20,000 mark soon?

Bulls are still in charge in a frothy market

Nazara Technologies: Acquisition spree continues

BUSINESS

Nazara Technologies: Acquisition spree continues

Backed by a strong balance sheet, Nazara has been making smart inorganic moves within the gaming ecosystem

Nuvoco Vistas: Overvalued or undervalued, post IPO?

BUSINESS

Nuvoco Vistas: Overvalued or undervalued, post IPO?

Nuvoco is a dominant player in the eastern region with a well diversified product portfolio ranging from economy to super-premium segments

Transport Corporation of India: Set to mirror the improving demand

BUSINESS

Transport Corporation of India: Set to mirror the improving demand

The latest quarter results highlight the competitive advantages as well as the strategic initiatives that the TCI management has undertaken since the beginning of the pandemic

Container Corporation of India — Macro tailwinds give earnings a new life

BUSINESS

Container Corporation of India — Macro tailwinds give earnings a new life

The business of CONCOR appears richly valued from a near-term perspective, but long-term prospects appear promising

SastaSundar Ventures – The exciting growth play is only building up

BUSINESS

SastaSundar Ventures – The exciting growth play is only building up

The SastaSundar Ventures stock has undergone a swift re-rating — having more than tripled within a span of 12 months

Greater traction in housing: These are the stocks to benefit

BUSINESS

Greater traction in housing: These are the stocks to benefit

Housing has linkages with over 20 other sectors and sub-sectors in the economy

AC companies: Long-term thesis fully intact after a dull Q1

BUSINESS

AC companies: Long-term thesis fully intact after a dull Q1

The overall valuations in the sector appear quite stretched and seem to factor in the long-term positives

Pidilite Industries: Margins to normalise in H2

BUSINESS

Pidilite Industries: Margins to normalise in H2

Despite the strong execution capabilities of the management, we remain wary of the Pidilite stock due to its premium valuations

Berger Paints - Time to book profit?

BUSINESS

Berger Paints - Time to book profit?

Berger’s stock has had a stellar run in the recent past and its market capitalisation increased by more than 50 per cent in the past 12 months

Radico Khaitan – More fizz left

BUSINESS

Radico Khaitan – More fizz left

In the next 12 months, Radico Khaitan plans to introduce super premium whisky and vodka to strengthen its portfolio

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