BUSINESS
Blue Star: Latest fund mop-up set to serve as a growth catalyst
The stock has delivered decent returns in the last one year and seems to factor in many of the business positives
BUSINESS
Discovery Series | This company is well-placed to ride the digital transformation wave
There are several key catalysts that are going to support eMudhra’s scalability, going forward
BUSINESS
Sagar Cements – Margin expansion is taking hold
The debt on the balance sheet is of concern in an uncertain macro scenario
BUSINESS
Is the gaming industry going downhill?
Since extant local tax rates are lower than the global average, there is the risk of higher liability in the future
BUSINESS
Borosil Renewables: What are the pain points?
Though BRL is expanding capacities quite rapidly, competition in the sector remains a constant threat. Also, challenges on realisations and margins are expected to persist for at least two quarters.
BUSINESS
RR Kabel IPO: Can it electrify an investor’s portfolio?
Though the business enjoys sound fundamentals, the risk-reward appears unfavourable
BUSINESS
Krsnaa Diagnostics: Approaching an inflection point
The company has a solid and differentiated business model, with promising growth potential
BUSINESS
Sirca Paints Q1 FY24: Numbers paint the town red, growth curve bending up
Sirca’s growth trajectory, stable financial track record, and competitive market positioning are positives. The company expects the current growth rates to continue and it is targeting Rs 400 crore top line in the next couple of years.
BUSINESS
Visaka Industries: Margin concerns linger
Demand slowdown and input-cost inflation are eating into profit margins
BUSINESS
Blue Star, Voltas hold up in Q1 amid weather disruptions
Growth is expected to continue but margins could be under pressure because of competition
BUSINESS
Radico Khaitan: Market share gains underpin Q1 earnings
The management is executing well towards growing profitably, while investing in its business to fortify leadership position.
BUSINESS
V-Guard Q1: Margins on the mend
VIL’s growth trajectory looks promising on the back of its financial track record, business strategy, and competitive market positioning
BUSINESS
Concor: Q1 performance marred by multiple disruptions
A slowdown in global demand may take its toll on Concor’s business volumes in the near term
BUSINESS
Crompton Greaves Consumer Electricals: Transforming itself for the future
Operational efficiencies and wider market reach should translate into healthy earnings growth going forward
BUSINESS
Pidilite Q1: Solid execution gets traction
Though demand may grow in the coming quarters, the company faces potential challenges
BUSINESS
Berger Paints: Near-term outlook remains healthy
Margins to remain under strain because of competition
BUSINESS
TVS Supply Chain Solutions IPO: Global factors dampen the growth narrative
The flotation does not provide adequate margin of safety under the most optimistic scenario
BUSINESS
Can Delhivery generate wealth for common shareholders?
Though it has a huge runway for growth, it faces the challenge of maintaining business momentum and generating substantial profits
BUSINESS
Nazara Technologies Q1 FY24: Robust numbers; growth initiatives look promising
The firm’s diversified market presence, stable cash flows, and hefty cash reserves give the business a notable competitive edge in the gaming ecosystem
BUSINESS
Amber Enterprises Q1: A temporary pause in an otherwise strong growth story
The contract manufacturer is focusing on diversifying revenue mix through various strategic initiatives while expanding existing capacities
BUSINESS
Dixon Technologies Q1: Should you cash in on the stock euphoria?
The herd behaviour in the stock market has pushed the stock valuation into a rich zone
BUSINESS
Asian Paints – Volumes, margins shine bright in Q1, but is there a stain?
Increased competition poses downside risk to volume growth of Asian Paints
BUSINESS
Dalmia Bharat Q1: Good execution on sales, but margins still lagging
The company is experiencing good demand in end markets, supported by positive trends across real estate, housing, and infrastructure markets
BUSINESS
UltraTech Q1: Riding the infra growth wave
Cement spreads likely to widen in the second half of FY24, but overall margins of the sector could remain capped due to elevated competitive intensity
