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.
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
