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
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
