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.
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
