BUSINESS
Mandatory ACs in trucks: Multiple companies to benefit from the move
With the outlook for commercial vehicles remaining positive, Subros, Amber, SRF, and Navin Flurine will be gainers
BUSINESS
The big squeeze: Government curb renders sugar stocks tasteless
The ban on the use of sugarcane juice for ethanol is a double whammy for distilleries grappling with the suspension of rice supply
BUSINESS
Margins of Krsnaa Diagnostics catch a flu
The general health of the company is intact with a solid, differentiated business model and promising growth potential
BUSINESS
Sirca Paints Q2 FY24: A display of robust growth and future promise
Premium offerings, growth trajectory, and diversification strategy will support the current progress pace
BUSINESS
UltraTech cements market leadership with Kesoram acquisition
Capacity expansion, better internal execution, and an extensive distribution network are driving market share gains
BUSINESS
Delhivery Q2 FY24: An asymmetric risk-reward opportunity
While the business offers great potential, most positives linked to the upside are already priced in. The road to profitability appears stretched and execution remains the key challenge
BUSINESS
Concor Q2 FY24: Right time to add this stock?
The commencement of the dedicated freight corridor looks promising for the company.
BUSINESS
Pidilite: Volumes, margins impressive in Q2
Stabilising raw material prices augur well for margins and profitability
BUSINESS
Nazara Technologies is on the prowl
Armed with a war chest, the gaming company is scouting for M&A targets to accelerate growth.
BUSINESS
Crompton Consumer: Mediocre quarter, but long-term growth story intact
The realignment in business strategy should help the company gain market share
BUSINESS
Radico Khaitan Q2 — The bubbly show is on
Liquor maker executing well to grow profitably and fortify leadership position
BUSINESS
Berger Paints: Decent Q2 goes hand in hand with margin expansion
Competition is posing a big challenge to the company, going forward
BUSINESS
Winter is Coming: Why the global markets have a 'Game of Thrones' problem
Technical charts indicate that market volatility is going to increase in the coming weeks
BUSINESS
Blue Star Q2: Consistently outperforming the industry
The company is seeing demand revival for RAC business after the summer season, which was impact-ed due to unseasonal rains
BUSINESS
Amber Enterprises Q2: Strategic initiatives underpin promising outlook
The contract manufacturer is focusing on diversifying revenue mix with a bigger product portfolio
BUSINESS
Dixon Technologies: Mobile and EMS business shines bright in Q2
The company is well placed to capture opportunities in the electronic outsourcing business
BUSINESS
Asian Paints – Compounding machine at rich valuation
Heated competition, amid sizeable capacity, from large players will be a key factor to watch
BUSINESS
Voltas Q2: Concerns on AC market share linger
Provisions related to the delay in overseas project collections for electro-mechanical projects business took a knock on margins.
BUSINESS
Havells India Q2: Stuck in the slow lane
As demand remains weak, revenue growth will take time to pick up
BUSINESS
UltraTech’s Q2 earnings tick all the boxes
Macro uncertainties, high premium, and market competition make risk-reward prospects unfavourable
BUSINESS
Polycab India Q2: Incredible execution justifies the phenomenal stock rally
The stock price has doubled in one year. Going by the recent quarterly performance, Polycab appears well-positioned to achieve its FY26 revenue target of Rs 20,000 crore, much ahead of the stipulated timeline
BUSINESS
Dalmia Bharat Q2: Profitability on the mend
While high raw material prices impacted gross margins, stable cement prices and favourable power and fuel costs should enhance operating profits by Rs 150-200 per tonne, going ahead
BUSINESS
PG Electroplast: Making impressive progress
Planned capacity expansion positions the business well for a strong growth in the coming years. Diversification into newer product lines also on the anvil.
BUSINESS
GM Breweries: A value play worth considering
Resilient demand and a strong balance sheet make it a solid defensive bet over the medium to long term. Cheerful consumer sentiments around the upcoming festival season and winter could drive an uptick in volumes in H2FY24.
