BUSINESS
Blue Star Q2 leaves its peers behind
Several optimisation measures should drive recovery in second half
BUSINESS
Dalmia Bharat Q2: Elevated fuel costs remain a worry line
In the current challenging economic environment, investors should wait for a better entry point to add the stock to the portfolio
BUSINESS
Voltas Q2: Facing stiff competition
Though the company continues to maintain its market leadership, there is height-ened concern about its top-line growth and market share going forward
BUSINESS
Crompton Greaves Consumer Electricals: Q2 revenue trends reveal weakness in core business
Despite the challenging macro environment, Crompton has sustained its investments in brand growth, portfolio expansion, and network expansion
BUSINESS
Sterling Wilson Renewables Energy Q2: Is it really a disaster?
We remain sanguine about the long-term growth potential of the company on account of structural industry tailwinds and the strength of the new promoter group (Reliance)
BUSINESS
Ambuja Cements: Q3 on expected lines, but concerns remain
Uncertain macro environment and elevated energy costs pose big risk to Ambuja’s profitability in the near term
BUSINESS
Dixon Technologies Q2: Superb growth perfectly priced in
The company has multiple catalysts to drive earnings higher, but the stock valuation is stretched at the moment
BUSINESS
Havells India: Are margins going to shape up?
The company is focusing on market share gain but stock appears to be overvalued
BUSINESS
RIL Q2: Retail, telecom shine, offset weakness in legacy business
With focus on financial services which can be offered in combination with digital services and retail, RIL is set to become a powerhouse in consumer businesses
BUSINESS
Asian Paints | Capex plan in the spotlight amid impressive Q2 earnings
Though the company’s volume and earnings trajectory are on track, increased competition can be a risk to profitability
BUSINESS
Polycab India: A worthy buy for the long haul
A market leader in the wires and cables segment, the company is well positioned to emerge as an industry leader in the consumer durables market
BUSINESS
UltraTech – Limited margin of safety at current levels
The increasing competitive intensity in the cement sector is likely to pose a big threat to UltraTech’s premium valuation
BUSINESS
Heidelberg Cement India: Yet another poor quarter
Growth has been disappointing for this cement company for the past couple of quarters. Since the setback is more or less priced in, long-term investors can bet on it at the current price
BUSINESS
ACC: Inflationary pressures take a toll on September quarter margins
Though a high-quality business and the long-term outlook is good post Adani acquisition, the current stock valuation and fuel-related risks make us cautious for now
BUSINESS
GM Breweries: Earnings outlook gets some fizz
With an improving earnings outlook on the back of correction in global commodities, along with the arrival of new sugarcane crop, margin recovery should gain momentum
BUSINESS
Delhivery: Moderating growth clouds near-term outlook
With continued operating losses and a high cash-burn rate, Delhivery is in a tight position
BUSINESS
Mahindra Logistics: Acquisition of Rivigo’s B2B express business a mixed bag for shareholders
While the acquisition will help MLL to diversify into newer areas and grow its business, negatives include margin dilution
BUSINESS
Cera Sanitaryware – Quality business at a high price
Cera’s long-term prospects look bright because of high brand salience, comprehensive product offerings, and established distribution network
BUSINESS
Discovery Series | Borosil Renewables: This industry leader has its sunny side up
The numbers for FY21 and FY22 are truly impressive on the back of a big spurt in volumes and favourable government policies
BUSINESS
Visaka Industries: Valuation a top draw with decent growth prospects
While the near-term demand environment remains ambiguous due to the ongoing macro challenges, margins are likely to recover in H2FY23 on the back of a decline in commodity prices
MONEYCONTROL-RESEARCH
Harsha Engineers International IPO: Is it a safe play?
Growth opportunities are bright and the operating performance is strong for this bearing cage manufacturer
BUSINESS
Concor-land policy revision — Wait for the finer details
From a fundamental standpoint, the long-term leasing policy of railway land appears neutral for Concor
BUSINESS
Bajaj Healthcare: Off-colour Q1 no spoilsport for the long run
Capacity ramp-up and new business opportunities should stand Bajaj Healthcare in good stead; any correction a scope to buy
BUSINESS
Concor – A robust play for the long term
Long-term prospects of Concor appear fairly bright with the impending privatisation of the business and the completion of dedicated freight corridors
