BUSINESS
UltraTech – The standout performer yet again
The cement-maker has an extensive manufacturing footprint, a differentiated product portfolio, and a large pan-India network
BUSINESS
Dalmia Bharat: In fine fettle
Demand trend is firm while capacity expansion is on track
BUSINESS
Sterling Wilson Renewables Energy Q4: The cup of woes is spilling over
The business is in a tough spot right now and near-term execution challenges are unlikely to fade away soon
BUSINESS
India Inc – Wheels are beginning to come off
Investors need to be selective, stick to quality names, and be ready to face more episodes of volatility
BUSINESS
GM Breweries: Growth prospects take on shine, valuation has got the hook
Given its position and ability to capitalise on market demand, the country liquor manufacturer should maintain industry-level growth, which is expected to remain strong
BUSINESS
Discovery Series: Krsnaa Diagnostics -- Multiple catalysts at work
Business fundamentals look solid and the growth potential is very promising
BUSINESS
Cera Sanitaryware: A steady wealth compounder for long-term investors
The resilience in operational performance through various business cycles reflects strong execution capabilities of the management
BUSINESS
Nine high-dividend stocks to ride the market volatility
Investors looking for a safe haven can consider these stocks that can almost match the debt yields with the added sweetener of capital appreciation potential.
BUSINESS
Adani saga could have pernicious effects on India’s new-energy economy
Renewables and natural gas are the two segments to watch out for as nearly 70 percent of the group’s investment had been aligned to the energy transition space.
BUSINESS
Sirca Paints: Potential to continue its upward trend
The company’s growth trajectory looks satisfactory on the back of its stable financial track record, business strategy, and competitive market positioning.
BUSINESS
Sagar Cements: Latest acquisition adds muscle to the inorganic growth story
New capacities and robust end-market demand to drive revenue growth, but elevated debt load is of concern
BUSINESS
Contrarian buy? Hyderabad Industries fits the bill to a T
The total debt to equity remains reasonable and stable around 0.3x at the end of December 2022.
BUSINESS
Prospects of a tough summer keeping AC makers in high spirits
Intense competition may keep profitability of AC makers under pressure for a few quarters
BUSINESS
Berger Paints: Competition could test growth potential
The company expects the revenue mix to improve hereon following the softening in raw material prices and product launches
BUSINESS
Transport Corporation of India: Business momentum may hit the skids in 2023
In the 9MFY23, TCI incurred a total capital expenditure of nearly Rs 82 crore
BUSINESS
Radico Khaitan: Will investors get a dizzy hangover in 2023?
The liquor maker registered a moderate top-line growth, but earnings contracted
BUSINESS
Concor: Stable Q3, but sentiment has turned sour
The outlook is cautious for this container freight operator and its stock valuation is rich
BUSINESS
V-Guard: Outlook for 2023 softens as demand remains lacklustre
Sunflame’s acquisition will strengthen its kitchen appliances portfolio where V-Guard has very limited market presence
BUSINESS
Dixon Technologies Q3: External risks come to the fore
Due to the prevailing macroeconomic conditions, the company's growth trajectory remains ambiguous
BUSINESS
Borosil Renewables: Turning cautious on rising competitive risks
After the removal of Anti dumping duty, the selling rates in the domestic market have dropped by 10-15 percent
BUSINESS
Delhivery: Valuation is on a slippery slope
Competitive intensity in the logistics sector is rising while we're seeing demand slacken across the board.
BUSINESS
Amber Enterprises Q3: Multiple catalysts stacking up
Components, electronics and mobility division report strong revenue growth, but profitability was dented by competitive intensity and cost challenges
BUSINESS
Nazara Technologies: Niche businesses with exciting growth prospects
Investments in new growth initiatives took a toll on Nodwin’s operating margins
BUSINESS
Crompton Consumer: Weak Q3 not a dampener for long run
The company’s leadership position and its effort to drive sales will help to improve business margins
