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
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
