BUSINESS
How to identify long term winners in the consumer durables space?
BUSINESS
Alcoholic beverages: Which stocks will give your portfolio a high?
BUSINESS
A small but efficient laminate player for the long term
BUSINESS
Star Cement Q3FY19: Strong show; attractive buy at current levels
BUSINESS
Concor Q3 review: Volume growth moderation needs a close watch
BUSINESS
Heidelberg Cement India: Strong Q3 performance on all parameters; accumulate
MONEYCONTROL-RESEARCH
This little known cement company has the highest profitability per tonne in the industry
The company is trading at a FY20 Enterprise Value/EBITDA multiple of nearly 7 times and offers an attractive investment proposition from a medium to long term perspective.
BUSINESS
Radico Khaitan: Strong Q3 performance but rise in input costs could hurt future margins
BUSINESS
Berger Paints Q3FY19 review: Volume drives topline, but crude prices hurt margins
BUSINESS
First Cut | ACC Q4 CY18 review: Volumes inline, margins disappoint again
The overall demand for the cement sector continues to remain buoyant driven by large scale infrastructure projects.
BUSINESS
Pidilite Industries: Cost pressure and competition weigh on Q3 earnings
BUSINESS
Kajaria Ceramics: Robust Q3 but positives mostly priced in
BUSINESS
Two small cap stocks worth keeping on your radar
BUSINESS
Quick Take | UltraTech Q3: Double-digit volume growth continues
The realisations came in higher on year-on-year but faced some pressure on a sequential basis as the cement prices weakened in most parts of the country during the quarter.
BUSINESS
Havells India Q3FY19 review – Strong performance across all business verticals
BUSINESS
Quick Take | Asian Paints Q3 review: Strong double-digit volume growth drives earnings
The company reported fourth successive quarter of double digit volume growth on the back of strong consumer demand during the festive season.
BUSINESS
Reliance Industries Q3FY19 – Petchem and retail drive the show
Jio's overall performance was good, but customer addition and average revenue per customer growth slowed.
BUSINESS
GM Breweries Q3 review: Rise in input costs hurts margins
With an installed capacity of 13.8 crore litres, GM Breweries is the single largest manufacturer of country liquor in Maharashtra.
BUSINESS
Quick Take | Kansai Nerolac’s latest acquisition to fortify presence in construction chemicals business
The recent acquisition of Perma Construction is likely to further intensify the competitive intensity in the market as Kansai is planning to triple the Perma’s revenues in the next 2-3 years through expansion to newer geographies.
BUSINESS
Quick Heal Technologies – Cybersecurity presents huge market opportunity
The stock can be considered for accumulation on dips as the as the business is highly scalable, enjoys strong operating leverage and looks well positioned to grow in an increasing digitizing world economy.
BUSINESS
Emmbi Industries Q2FY19 review: Retail foray to drive margins
The company is changing its product mix and focusing on B2C (business to consumer) through an expansion of the retail distribution network. The share of B2C sales has been on a gradual rise and contributed 11 percent to the topline during H1FY19
BUSINESS
Allcargo Logistics Q2FY19 review: Multiple positive triggers in long run
BUSINESS
Tile manufacturers Q2 review – Margin recovery underway; like Asian Granito with long-term view
During Q1 and Q2, Kajaria has displayed resilient operational performance which indicates the superior execution capabilities in a tough market environment
BUSINESS
Plastic pipe makers Q2 FY19 review | Strong quarterly show; prefer Finolex Industries
We see Finolex continuing to grow at a steady pace for the next couple of years as it is witnessing good traction in the high-margin CPVC business
