BUSINESS
Sagar Cements – Competitive pressures looming
Robust volume off-take helps the cement maker outperform industry peers in Q1
BUSINESS
Delhivery Q1: Steady show
There are limited near-term catalysts for the business and the share price is likely to remain range-bound
BUSINESS
V-Guard Q1: Margin expansion thesis playing out
VIL’s growth trajectory looks promising on the back of its financial track record, geography diversifications strategy, and competitive market positioning
BUSINESS
Transport Corporation of India Q1: Why it's an investment worthy bet
Revenue growth was solid, though there was a decline in operational margin due to higher costs
BUSINESS
Crompton Consumer: An excellent long-term buy and hold
Healthy revenue growth while gross margins also expanded
BUSINESS
Dixon Technologies: Blowout earnings with expanding coverage
The company has a long growth runway owing to massive opportunities in the industry
BUSINESS
Amber Enterprises: Encouraging Q1; momentum building up on multiple fronts
The growing traction in new ventures should fuel the earnings growth over FY25/FY26.
BUSINESS
UltraTech: India Cements acquisition augments its market supremacy
Though the deal looks expensive, it gives the Birla cement major better pricing power in the southern market
BUSINESS
PG Electroplast – Running at full throttle
Robust fundamentals, new growth initiatives, and client additions should act as growth levers
BUSINESS
Double bonanza for the aquaculture sector in the Union Budget
Funds to bolster marine infrastructure along with customs duty tweak should help the rural economy
BUSINESS
UltraTech - Steady Q1 results
The business remains on a very solid footing and its financial performance should remain relatively stable in the next few quarters.
BUSINESS
Dalmia Bharat Q1: Uninspiring pricing outlook
Volume growth stagnated, though margins fared better
INDIA
Polycab India Q1: Staying the course
Favourable demand momentum from infrastructure and power sector supporting the strong performance of wires and cables
BUSINESS
Reliance Industries Q1: Positive results, favourable outlook
RIL’s leadership in retail, oil and telecom will drive sustainable cash flows whereas investment in renewables and clean energy make it an attractive bet on the transformation of the energy sector
BUSINESS
Havells India Q1: Scorching results post a sweltering summer
The rebound in consumer demand is supported by the recovery in real estate and a promising summer season
BUSINESS
Asian Paints Q1 – Losing its glossy shine?
Though Asian Paints is a quality business, the competitive intensity in the sector is likely to jump manifold in the medium term
BUSINESS
GM Breweries Q1 FY25: This drink in the liquor market has enough fizz
The company has a solid balance sheet and the earnings outlook is robust
BUSINESS
Krsnaa Diagnostics: A stock to ride the theme of inclusive healthcare
With the ramp-up of new projects, the current revenue growth trajectory should continue into FY25-26
BUSINESS
UltraTech’s stake buy in India Cements — Is a takeover now on the cards?
The deal will help the Birla cement company strengthen its presence in the southern market
BUSINESS
Kajaria Ceramics – Solid execution shows formidable leadership
Various strategic initiatives and the scale-up of new business verticals should accelerate revenue growth
BUSINESS
Allied Blenders and Distillers IPO: Liquid happiness in a bottle?
Valuation akin to peers, but operating metrics and product portfolio inferior
BUSINESS
Stanley Lifestyles IPO: Time to go shopping?
A luxury furniture company that holds a long-term promise
BUSINESS
Delhivery Q4FY24: Growth concerns linger
The company has managed to narrow its losses. However, the road to profitability appears stretched as demand in its core business is muted.
BUSINESS
Ambuja–Penna acquisition: Intensifying competition may impact sector profitability
Deal underscores the wave of consolidation sweeping the Indian cement industry
