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Sachin Pal

Senior Research Analysts

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Havells India: Upbeat consumer sentiment powers Q2 earnings

BUSINESS

Havells India: Upbeat consumer sentiment powers Q2 earnings

The pandemic has triggered a shift towards online shopping and Havells saw a 100 per cent growth in sales through the e-commerce channel on a small base

Polycab India: Encouraging consumer sentiment to drive recovery

BUSINESS

Polycab India: Encouraging consumer sentiment to drive recovery

Polycab is well positioned to gain from premiumisation and economies of scale that will lead to significant margin expansion and improved profitability

Ambuja Cements: The strength continues

BUSINESS

Ambuja Cements: The strength continues

Ambuja Cements' cost structure is expected to improve while strength in the commercial construction market as well as government-backed infrastructure spending will aid the overall growth in the next 3-6 months

Crompton Consumer: Improving sales trend, capital structure reset to drive profitability

BUSINESS

Crompton Consumer: Improving sales trend, capital structure reset to drive profitability

Crompton Greaves Consumer Electricals has benefited from the pandemic-triggered demand shift towards e-commerce channels and modern retail stores

Asian Paints: Strong Q2 volume growth brightens outlook

BUSINESS

Asian Paints: Strong Q2 volume growth brightens outlook

The gross margin of Asian Paints stands to benefit from structurally lower oil prices while the company’s pricing power offers downside protection should oil prices move higher

UltraTech – Outstanding results amid market disruptions

BUSINESS

UltraTech – Outstanding results amid market disruptions

With economic activities gathering pace, the cyclical recovery in the cement sector seems under way. The stock of UltraTech trades at its highest levels since January 2020

ACC: Q3 earnings underpin a positive outlook

BUSINESS

ACC: Q3 earnings underpin a positive outlook

With revenues returning to pre-COVID levels, ACC has structurally improved its underlying profitability, and therefore, could surprise on the upside

Venky's – Worst is behind, demand on the mend

BUSINESS

Venky's – Worst is behind, demand on the mend

The change in consumer preference provides the company an opportunity to augment its portfolio and enhance its presence in the ready-to-eat and ready-to-cook non-veg food market.

GM Breweries Q2 FY21: On the path of recovery

BUSINESS

GM Breweries Q2 FY21: On the path of recovery

GM Breweries has exhibited volume growth of 5-7 percent on a historic basis with a potential to grow at similar rates once the overall macro environment improves

Finolex Industries: Growth lags, but balance sheet provides stability

BUSINESS

Finolex Industries: Growth lags, but balance sheet provides stability

Challenges are expected to persist in the near term, but weak competition and government reforms should pave the way for secular growth for Finolex beyond FY21

Transport Corporation of India: Outlook improving, but wait for the right level

BUSINESS

Transport Corporation of India: Outlook improving, but wait for the right level

The positive momentum for TCI is set to continue in the second and the third quarter though volumes are likely to be lower than last year's as the outlook for fiscal FY21 remains a worry

Investment Strategy: Is a NIFTY ‘melt-up’ on the cards?

BUSINESS

Investment Strategy: Is a NIFTY ‘melt-up’ on the cards?

The fundamentals as well as stock valuations assume little importance at this point of time, but will ultimately come into play once the euphoria blows off to the top with NIFTY surpassing lifetime highs of 12,300

Emmbi Industries: The rural market should save the day

BUSINESS

Emmbi Industries: The rural market should save the day

The conservative style of Emmbi Industries in terms of cash flows and investments provides additional comfort in these challenging times

Allcargo Logistics: De-listing provides downside protection, business shows long-term opportunity

BUSINESS

Allcargo Logistics: De-listing provides downside protection, business shows long-term opportunity

Positive developments such as the commencement of warehouses and restructuring of Gati will help improve earnings over next 12-18 months

Associated Alcohols - Is it time to say cheers?

BUSINESS

Associated Alcohols - Is it time to say cheers?

Liquor consumption presents an attractive opportunity in India for Associated Alcohols & Breweries (AABL) as the country has a large young population and remains an underpenetrated market in the alcoholic beverage segment

Weekly tactical pick — Bombay Burmah: An interesting short-term play

BUSINESS

Weekly tactical pick — Bombay Burmah: An interesting short-term play

Stable valuation of subsidiary company Britannia holds out hope

Hyderabad Industries – On solid ground

BUSINESS

Hyderabad Industries – On solid ground

The Net Debt-Equity ratio for Hyderabad Industries is expected to come down further as the proceeds from the sale of HYSIL will mainly be used for debt repayment

HeidelbergCement: Merits a review for inclusion in shopping list

BUSINESS

HeidelbergCement: Merits a review for inclusion in shopping list

The demand recovery for Heidelberg has been swift on account of the normalisation of supply chain and healthy cash flows in rural markets, but its sustenance will be challenged by sporadic lockdowns and rising Covid cases

Hawkins Cooker -- Differentiated rural consumer play

BUSINESS

Hawkins Cooker -- Differentiated rural consumer play

Hawkins Cookers is banking on defensive qualities of consumer-staples, which are generally considered safe havens in stressful times

TCI Express: Best to remain on the sidelines

BUSINESS

TCI Express: Best to remain on the sidelines

While we expect a sequential improvement for TCI Express in the coming quarters, the path to recovery could be painful due to external factors

Kajaria Ceramics: Strong balance sheet helps weather storm

BUSINESS

Kajaria Ceramics: Strong balance sheet helps weather storm

From an operational standpoint, Kajaria has the best in class operating metrics in the industry

Concor: Does the weakness present an opportunity?

BUSINESS

Concor: Does the weakness present an opportunity?

A double whammy of declining sales and higher expenses will weigh on margins and profitability over the next 2-3 quarters

Amber Enterprises: A great company, but valuation not so great

BUSINESS

Amber Enterprises: A great company, but valuation not so great

While we recognize Amber’s strong execution and management capabilities, the company finds itself operating in an environment influenced by plethora of macro-linked external factors.

Berger Paints: Good execution, but valuation tempers excitement

BUSINESS

Berger Paints: Good execution, but valuation tempers excitement

The stock of Berger Paints has managed to recoup much of the losses even as worries about the profitability and recovery stick on

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