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Sachin Pal

Senior Research Analysts

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Solar Energy: Investors vulnerable to getting singed

BUSINESS

Solar Energy: Investors vulnerable to getting singed

Over-capacity has led to a huge fall in solar panel prices and countries are scrambling to arrest the downfall

India’s AC market is facing supply heat

BUSINESS

India’s AC market is facing supply heat

Competition is intensifying as OEMs start in-house manufacturing, posing a challenge to contract manufacturers

Krsnaa Diagnostics presents a reasonable risk-reward opportunity

BUSINESS

Krsnaa Diagnostics presents a reasonable risk-reward opportunity

The business has ample room for expansion and the ongoing revenue growth trend should continue into the next fiscal year

Deccan Cements -- A capex-led compelling growth proposition

BUSINESS

Deccan Cements -- A capex-led compelling growth proposition

Earnings trajectory could turn more favourable once the new plant commences commercial operations

Sirca Paints: Correction offers long-term opportunity

BUSINESS

Sirca Paints: Correction offers long-term opportunity

The paint company is broadening its portfolio and targeting pan-India expansion

Transport Corporation of India: A long-term buy despite slowdown blues

BUSINESS

Transport Corporation of India: A long-term buy despite slowdown blues

Revenues of TCI clocked moderate growth in the third quarter, but operating margin declined

Sagar Cements – Is it worth looking at amid near-term demand slowdown?

BUSINESS

Sagar Cements – Is it worth looking at amid near-term demand slowdown?

The company has cut volume growth guidance because of a slow ramp-up in capacity

Crompton Consumer Q3: A balanced risk-reward profile

BUSINESS

Crompton Consumer Q3: A balanced risk-reward profile

The management reiterates its focus on scaling up distribution and spurring growth in the e-commerce and rural markets

Will Grasim’s entry disrupt the paint industry?

BUSINESS

Will Grasim’s entry disrupt the paint industry?

The competitive intensity in the sector is likely to jump manifold in the medium term

PG Electroplast Q3: Another show of strength

BUSINESS

PG Electroplast Q3: Another show of strength

Recent capacity augmentation positions the business well for healthy growth over the medium term

Delhivery Q3: First of many profitable quarters?

BUSINESS

Delhivery Q3: First of many profitable quarters?

Over the long run, the company is poised for growth on the back of a strong market position and an expanding consumer base

V-Guard Q3: Primed for success

BUSINESS

V-Guard Q3: Primed for success

The company is an exception in the consumers durables industry hobbled by a dull operation performance

Nazara Technologies: Q3 results reveal mixed business trends

BUSINESS

Nazara Technologies: Q3 results reveal mixed business trends

In FY25, growth is likely be driven by the eSports business as well as new acquisitions.

Amber Enterprises: Sluggish Q3 dampens short-term outlook

BUSINESS

Amber Enterprises: Sluggish Q3 dampens short-term outlook

Exploring business adjacencies and acquisitions to expand business growth across all segments

Voltas or Blue Star – Which is a better play in the AC segment?

BUSINESS

Voltas or Blue Star – Which is a better play in the AC segment?

The performance of Voltas in the domestic market is patchy and it is facing execution challenges abroad

Radico Khaitan Q3 — Riding premiumisation tailwinds

BUSINESS

Radico Khaitan Q3 — Riding premiumisation tailwinds

Premium products drive business growth while the popular category struggles

Berger Paints Q3: Margins shine amid steady growth

EARNINGS

Berger Paints Q3: Margins shine amid steady growth

Performance healthy, but demand environment slackening and competition is set to pick up

Dixon Technologies Q3: Explosive growth

BUSINESS

Dixon Technologies Q3: Explosive growth

The company surpasses revenue expectations and is poised for continued success with a grow-ing order book and expanding customer base, indicating promising future performance

Aquaculture gets a push in Interim Budget 2024

BUSINESS

Aquaculture gets a push in Interim Budget 2024

The government plans to set up five integrated aqua parks and enhance aquaculture productivity from the existing 3-5 tonnes per hectare

Budget puts aquaculture sector in steady waters

BUSINESS

Budget puts aquaculture sector in steady waters

Under the PMMSY, the government aims to double the aquaculture exports to nearly Rs 1 lakh crores

Concor puts up a sturdy show in Q3

BUSINESS

Concor puts up a sturdy show in Q3

Domestic volumes to remain firm going forward, but the international business may hit choppy waters

Dalmia Bharat Q3: Slowdown on the cards

BUSINESS

Dalmia Bharat Q3: Slowdown on the cards

The management is undertaking several strategic initiatives to enhance market presence

Havells India Q3: Slow and steady

BUSINESS

Havells India Q3: Slow and steady

Subdued Consumer Demand Persists Amid Hints of Recovery; Robust Infrastructure Support for Cables and Professional Lighting

Pidilite Industries Q3: Growth stalling, margin strengthening

BUSINESS

Pidilite Industries Q3: Growth stalling, margin strengthening

Benefiting from a surge in construction and real-estate activities, the company's strategic initiatives, such as the commissioning of new facilities and expanding distribution points, remain on target

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