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.
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
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
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
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
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.
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
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
BUSINESS
Is the Nifty touching the 20,000 mark soon?
Bulls are still in charge in a frothy market
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
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
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
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
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
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
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
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
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
BUSINESS
Nuvoco Vistas IPO: Can investors bet on its valuation discount?
Nuvoco has followed an acquisition-led growth strategy to scale up its business
BUSINESS
Markets flooded with IPOs – Why caution is warranted
Potential investors need to exercise more caution on the recent IPOs as many of these listing pops would turn out to be short-lived
BUSINESS
Dalmia Bharat -- Ambitious growth plan gets premium valuation match
The management of Dalmia Bharat has executed its growth strategy well and is ambitiously aiming to grow at a 15-20 per cent CAGR over the long term
BUSINESS
Dixon Technologies: Multiple catalysts to drive up growth
From an earnings perspective, FY22 could be another strong year for Dixon, owing to the commencement of the new manufacturing capacities and the addition of new clientele
BUSINESS
Ambuja Cements Q2 CY21: Strong margins a welcome surprise
The commencement of new capacity augurs well over the medium term for Ambuja Cements
BUSINESS
Havells or Polycab: Which one to choose?
Demand conditions for the electrical and the consumer durable sectors continue to remain challenging owing to Covid disruptions.
