BUSINESS
Polycab India Q3: Stay away till the dust settles
Favourable demand momentum from infrastructure and power sectors supporting the strong performance of Polycab
BUSINESS
UltraTech: Q3 FY24 results paint a mixed picture
Top-line growth muted, but operating profits strong
BUSINESS
RIL: Q3 results reflect broad-based business strength
RIL’s solid financial strength and business strategy potential augur well for its shareholders over medium term
BUSINESS
Asian Paints Q3: Positive demand trends support growth outlook
The strategy is to add new products and penetrate deeper into smaller cities
BUSINESS
GM Breweries Q3: Decent business with high margin of safety
Solid business fundamentals and reasonable valuations balance the modest earnings outlook
BUSINESS
Cera Sanitaryware: Encouraging demand trends, stable margins
The company is a prime beneficiary of the upswing in the domestic real-estate market and secular home improvement trends.
BUSINESS
Sagar Cements: Back on the growth track with expanding profit margins
The government’s infrastructure push and favourable raw material prices should hold it in good stead through the rest of this fiscal year
BUSINESS
Azad Engineering IPO: Four reasons why we are cautious
The business outlook may seem promising, but several factors warrant attention while subscribing to this IPO
BUSINESS
Ethanol rule tweak — Is it a big relief?
The revised allocation of sugarcane for ethanol production is likely to have marginal impact
BUSINESS
Ethanol’s importance in powering Aatmanirbhar Bharat
The govt has directed sugar mills and distilleries to halt the use of sugarcane juice/sugar syrup for ethanol production in ethanol supply year 2023-24. Here are the reasons and the benefits.
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
