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
BUSINESS
Market update: Bullish breakout on Nifty signals further upside
While the headline indices continue to move northwards, overall market breadth remains weak with limited participation from the mid- and small-cap universe thus far.
BUSINESS
Discovery Series | V-Guard: A steady compounder for long-term investors
VIL’s growth has been supported by the upgradation of its product portfolio and newer market coverage
BUSINESS
Transport Corporation of India: The ride may get bumpy
Stable demand trends are positive for the company, but inflation and global tightening can affect business momentum
BUSINESS
Nazara Technologies: Q2 has all the fireworks, but investors not moved
The gaming company’s operational performance has been consistent over the past few quarters, but the change in the macro landscape is a challenge
BUSINESS
Amber Enterprises: Muted demand weighs on Q2 numbers
Margin takes a hit on account of operational costs and foreign exchange loss
BUSINESS
Berger Paints: Gain in market share a bright spot
Correction in raw material prices and an improved product mix to support gross margins going forward
BUSINESS
Concor – Q2 results underscore strong business moat
Long-term prospects appear bright on the back of the commencement of the dedicated freight corridor and the pending privatisation of the business
BUSINESS
Delhivery: Falling knife you don't want to catch
The company can be further impacted by slowing e-commerce activity and rising competitive intensity
BUSINESS
Pidilite: Margins anticipated to normalise in 2023
Despite strong execution capabilities, there are potential challenges that may limit the company’s near-term earnings growth.
