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
BUSINESS
Cement sector: Supply glut, global macros could hurt ongoing business momentum
It is better to be selective on this sector and keep away from companies based in central and eastern regions
BUSINESS
Dalmia Bharat Q3: Well positioned for structural growth
Capacity expansion and acquisition to drive volume growth as demand outlook remains encouraging
BUSINESS
UltraTech – Successfully executing the growth playbook
The cement maker will have to hold onto the performance to justify the valuation as competition in the industry will intensify, going forward
BUSINESS
Polycab India: Going from strength to strength
Polycab India is currently focusing on expanding its distribution reach and changing its revenue mix to propel its earnings trajectory.
BUSINESS
Renewable energy likely to get a deeper thrust in Budget 2023
The Budget 2023 will continue to focus on policy incentives to encourage investments in re-newable energy as India steps up its efforts to decarbonise the domestic power sector
BUSINESS
Havells India: Q3 internals point to a mixed outlook
While the B2B business of Havells is on a strong footing, consumer demand has slackened
BUSINESS
Asian Paints: Underwhelming quarter throws up downside risks
Volume growth will be under stress going forward, as people cut down on their stay at home and competition increases
BUSINESS
GM Breweries Q3: Record revenue, robust margins
The country liquor manufacturer has a recession-resistant business model, excellent management, and a solid financial track record
BUSINESS
SastaSundar Ventures: Massive capacity step-up is in full swing
SastaSundar’s business is at an inflection point although SastaSundar ongoing investments will probably start yielding results in the next couple of years
BUSINESS
Kajaria Ceramics has the right levers working for it
The earnings quality, market leadership, and a robust business model make the Kajaria stock an ideal holding for long-term investors
BUSINESS
Sagar Cements – Going full steam ahead on growth
The company is rapidly expanding its reach but high debt remains a concern
BUSINESS
Dalmia Bharat – Takeover of Jaypee's cement assets marks a new chapter on growth
Besides gaining market share, the deal should help Dalmia achieve economies of scale and operating efficiencies through its existing distribution network
BUSINESS
Sula Vineyards IPO: The business wine could be tastier than stock valuation
Though the wine-maker has decent fundamentals and healthy growth prospects, its valuation has a lot of froth
BUSINESS
Sirca Paints: Great progress on all fronts
Shareholders have reaped the benefits as the stock has already delivered more than 70 percent returns since we covered this lesser-known smallcap as part of our discovery series.
BUSINESS
Borosil Renewables: Long-term thesis intact, rising competition a challenge
Though cost pressures have eased a bit, increased supply from Chinese manufacturers can put strain on the company’s performance
