BUSINESS
Krsnaa Diagnostics: What is strengthening the investment thesis?
The company has a solid and differentiated business model, with promising growth potential
BUSINESS
Radico Khaitan — Promising market position at a steep valuation
While a gradual recovery in margins is expected, debt to rise further
BUSINESS
Dixon Technologies: Growth takes a pause in Q4
A pick-up in the mobile business and a rebound in consumer electronics will be critical to the company’s growth
BUSINESS
Delhivery: A reality check on the growth hype
Given the large quantum of corporate overhead costs, operating breakeven seems far away.
MONEYCONTROL-RESEARCH
Crompton Consumer: What will drive its next phase of growth?
Revenue growth was in line with expectations in Q4FY23, but profitability lagged owing to competition
BUSINESS
Concor Q4: Stable show as macros turn choppy
Steady growth in both top line and bottom line on the back of strong domestic business though the EXIM front remains weak
BUSINESS
Amber Enterprises: Q4 results strengthen the bullish narrative
Revenue growth beat Street estimates and profitability improved on an absolute basis
BUSINESS
Berger Paints: Look beyond the Q4 numbers
Revenue growth in line with expectations but profitability lagged owing to multiple headwinds
BUSINESS
Polycab India Q4 FY23: Poised for more outperformance
Given the product portfolio and the size of opportunity, the cable-maker is well placed to manage its growth trajectory and margin profile
BUSINESS
Asian Paints: Great results do not translate into great prospects
Growing competition in the paints sector will be a key thing to watch out for as earnings remain volatile
BUSINESS
Pidilite: Some caution is warranted
A steep correction in the price of the key raw material, VAM, should pave the way for margin recovery in the coming quarters.
BUSINESS
Nazara Technologies: Blockbuster end to the year
The company is successfully executing an expansion strategy in a high-growth gaming and ad-tech market
BUSINESS
Havells India: Valuation faces headwinds as top-line growth moderates
Weak consumer sentiment continues to put pressure on demand across retail channels
BUSINESS
UltraTech – The standout performer yet again
The cement-maker has an extensive manufacturing footprint, a differentiated product portfolio, and a large pan-India network
BUSINESS
Dalmia Bharat: In fine fettle
Demand trend is firm while capacity expansion is on track
BUSINESS
Sterling Wilson Renewables Energy Q4: The cup of woes is spilling over
The business is in a tough spot right now and near-term execution challenges are unlikely to fade away soon
BUSINESS
India Inc – Wheels are beginning to come off
Investors need to be selective, stick to quality names, and be ready to face more episodes of volatility
BUSINESS
GM Breweries: Growth prospects take on shine, valuation has got the hook
Given its position and ability to capitalise on market demand, the country liquor manufacturer should maintain industry-level growth, which is expected to remain strong
BUSINESS
Discovery Series: Krsnaa Diagnostics -- Multiple catalysts at work
Business fundamentals look solid and the growth potential is very promising
BUSINESS
Cera Sanitaryware: A steady wealth compounder for long-term investors
The resilience in operational performance through various business cycles reflects strong execution capabilities of the management
BUSINESS
Nine high-dividend stocks to ride the market volatility
Investors looking for a safe haven can consider these stocks that can almost match the debt yields with the added sweetener of capital appreciation potential.
BUSINESS
Adani saga could have pernicious effects on India’s new-energy economy
Renewables and natural gas are the two segments to watch out for as nearly 70 percent of the group’s investment had been aligned to the energy transition space.
BUSINESS
Sirca Paints: Potential to continue its upward trend
The company’s growth trajectory looks satisfactory on the back of its stable financial track record, business strategy, and competitive market positioning.
BUSINESS
Sagar Cements: Latest acquisition adds muscle to the inorganic growth story
New capacities and robust end-market demand to drive revenue growth, but elevated debt load is of concern
