BUSINESS
Pidilite Q2: Muted revenue growth balanced by profitability
Near-term prospects decent on the back of festive demand and a pick-up in government spending
BUSINESS
Amber Enterprises: On the cusp of growth metamorphosis
Healthy revenue growth in Q2 and margins remained stable
BUSINESS
Dalmia Bharat Q2: Poor realisations offset volume gains
The company may face some execution and operational risks, going forward
BUSINESS
Cyient DLM: Why we see value emerging
The management commentary includes recovery in H2, expecting a strong revenue growth.
BUSINESS
UltraTech - A speed bump ahead?
The September quarter was subdued for the cement major due to external factors
BUSINESS
Polycab India Q2 FY25: All wired up for growth, but watch out for risky spots
Favourable demand momentum from infrastructure and power sector supporting the strong performance of wires & cables
BUSINESS
Waaree Energies IPO: Green growth at reasonable valuations
The largest solar PV module manufacturer in the country has multiple growth levers in place
BUSINESS
Havells India Q2 FY25: Rising cost pressure dampens festive season gains
Consumer durables and wires and cables segments continue to perform, supported by the rural recovery and rebound in government spending
BUSINESS
GM Breweries: Sobering Q2 results
Business fundamentals are healthy and valuations are reasonable
BUSINESS
Logistics sector: Cruising along the road to profitability
Aided by industry tailwinds and increased economic activities, the logistics sector is set to grow at a healthy rate
BUSINESS
Amber Enterprises: Momentum building up on multiple fronts
The contract manufacturer’s outlook is bright as it continuous to focus on diversifying the revenue mix
BUSINESS
Kaynes Technology — Latest acquisition to strengthen presence in smart meters
A leader in the EMS market, the company plans to grow its other businesses significantly, going forward
BUSINESS
India's semiconductor push: Putting all the chips on the table
The second phase of ISM to include component companies, raw material suppliers, and other key players in the ecosystem
BUSINESS
Hyderabad Industries: A play on recovery
While profits have shrunk dramatically over the last two years, the business is showing early signs of recovery in profitability
BUSINESS
JK Cement: Capacity expansion to drive earnings
Weak demand environment and price cuts are areas of concern
BUSINESS
Nazara Technologies plugs into another acquisition to boost growth
The deal is the gaming company’s biggest acquisition till date and will broaden its footprint in the real-money gaming space.
BUSINESS
Western Carriers India IPO: A balanced risk-reward profile
Balance sheet in a reasonable shape and IPO proceeds to help reduce debt
BUSINESS
Discovery Series | Why this B2B player with a huge addressable market merits a look
SG Mart enjoys a great advantage as the penetration of online B2B marketplace into the construction sector is minuscule, and the segment is yet to be disrupted by technology
BUSINESS
Premier Energies IPO: Will this solar stock charge up your portfolio?
Enhanced manufacturing and promising opportunities in the renewables space should fuel earnings growth over the medium term
BUSINESS
Nazara Technologies: Takeovers to fuel growth
Organic growth remains a challenge because of a tough business environment
BUSINESS
Radico Khaitan — Earnings optimism priced in
Impressive Q1 results supported by strong revenue growth, operating profits, and new products
BUSINESS
Sirca Paints: Subdued Q1, valuation reasonable
This paint company is broadening its portfolio and targeting pan-India expansion
BUSINESS
Concor: Correction spells long-term opportunity
Operating metrics supported by stable margins and robust capital generation
BUSINESS
Sagar Cements – Competitive pressures looming
Robust volume off-take helps the cement maker outperform industry peers in Q1
