BUSINESS
Havells India Q1: Soft margins, uneven revenue growth leave investors unimpressed
The management projects a healthy revival in core product categories on the back of positive demand trends in the real estate market
BUSINESS
Polycab India: Will the stock continue to sizzle after Q1 fireworks?
The company is an excellent play on rising consumer demand and the pick-up in the real estate sector
BUSINESS
Online Gaming GST: What is the impact on Delta Corp and Nazara Technologies?
Since Delta is already paying a 28% tax on its casino business, it will have little effect on that front. Its online gaming business will be hit. Nazara says the move will apply only to the skill-based real money gaming segment, and it contributes only around 5% to overall revenues
BUSINESS
GM Breweries: Q1 steady, margins may feel the pinch
Growth prospects appear very promising and the current stock valuation multiples are at a discount
BUSINESS
Cera Sanitaryware – Why the caution despite stupendous growth?
Growth prospects for FY24 appear muted due to capacity constraints in sanitaryware, its largest business vertical
BUSINESS
Transport Corporation of India: A consistent performer
Strong fundamentals, strategic diversification, and a solid business model will continue to act as growth levers going forward
BUSINESS
Discovery Series | SJS Enterprises: carving out a lucrative niche
Preference for premium products, long-term ties with clients, focus on product innovation are some of the growth drivers
BUSINESS
Hyderabad Industries: Time to build up on the stock, but keep patience
The company is well positioned to add new revenue streams by ramping up capacities
BUSINESS
V-Guard: A viable option for investors looking for reliability, growth
The growth trajectory is strong on the back of the company’s financial track record, business strategy, and competitive market positioning
BUSINESS
Sirca Paints: Record revenue and impressive guidance
The growth trajectory of the company looks promising on the back of stable financial track record, business strategy, and competitive market positioning
BUSINESS
AC companies: Secular growth, intense competition, and rich valuation
The long-term outlook is very promising because of the evolving consumer lifestyle, increasing income levels, rising temperatures, and low penetration of ACs
BUSINESS
Krsnaa Diagnostics: What is strengthening the investment thesis?
The company has a solid and differentiated business model, with promising growth potential
BUSINESS
Radico Khaitan — Promising market position at a steep valuation
While a gradual recovery in margins is expected, debt to rise further
BUSINESS
Dixon Technologies: Growth takes a pause in Q4
A pick-up in the mobile business and a rebound in consumer electronics will be critical to the company’s growth
BUSINESS
Delhivery: A reality check on the growth hype
Given the large quantum of corporate overhead costs, operating breakeven seems far away.
MONEYCONTROL-RESEARCH
Crompton Consumer: What will drive its next phase of growth?
Revenue growth was in line with expectations in Q4FY23, but profitability lagged owing to competition
BUSINESS
Concor Q4: Stable show as macros turn choppy
Steady growth in both top line and bottom line on the back of strong domestic business though the EXIM front remains weak
BUSINESS
Amber Enterprises: Q4 results strengthen the bullish narrative
Revenue growth beat Street estimates and profitability improved on an absolute basis
BUSINESS
Berger Paints: Look beyond the Q4 numbers
Revenue growth in line with expectations but profitability lagged owing to multiple headwinds
BUSINESS
Polycab India Q4 FY23: Poised for more outperformance
Given the product portfolio and the size of opportunity, the cable-maker is well placed to manage its growth trajectory and margin profile
BUSINESS
Asian Paints: Great results do not translate into great prospects
Growing competition in the paints sector will be a key thing to watch out for as earnings remain volatile
BUSINESS
Pidilite: Some caution is warranted
A steep correction in the price of the key raw material, VAM, should pave the way for margin recovery in the coming quarters.
BUSINESS
Nazara Technologies: Blockbuster end to the year
The company is successfully executing an expansion strategy in a high-growth gaming and ad-tech market
BUSINESS
Havells India: Valuation faces headwinds as top-line growth moderates
Weak consumer sentiment continues to put pressure on demand across retail channels
