BUSINESS
Dixon Technologies: Going from strength to strength
The management of Dixon Tech has retained its FY22 revenue guidance of Rs 11,000-12,000 crore with operating margins around 4-4.5 percent
BUSINESS
SJS Enterprises IPO: Will it add aesthetics to your portfolio?
Though the IPO has been priced at a fair value, we advise investors to subscribe for the long term, given SJS Enterprises' dominant position, promising outlook and strong operating performance
BUSINESS
Dalmia Bharat: Q2 resilient, but risks remain
Dalmia’s recent results demonstrate that the company is building on the momentum of prior quarters and cementing the progress of its multi-year journey
BUSINESS
Ambuja Cements Q3 CY21: Rock solid performance
While the demand is on the mend for Ambuja Cements, the scarcity of imported coal/pet coke and surging costs could lead to industry-wide production cuts and margin compression
BUSINESS
Concor – On a solid footing
While the global economy has faced significant challenges during the COVID pandemic, the recent trends suggest a sustained path to recovery supporting a positive long-term outlook for Concor
BUSINESS
Crompton Consumer — Q2 earnings buoyed by margin outperformance
Crompton is well-positioned to remain on its multi-year compounding path owing to its strong market position and the rising penetration of electronic appliances.
BUSINESS
Polycab India: Margin pressure mounts
Polycab India witnessed 48 percent year-on-year growth in revenues for July–September, led by healthy pick-up in consumer sentiment post the second wave
BUSINESS
Havells India: Cost pressure surfaces, but growth remains robust
Havells’ latest quarterly results highlight the buoyancy in demand in retail as well as institutional segments
BUSINESS
Asian Paints: Margins take a knock in Q2 as cost pressures bite
The kitchen business of Asian Paints clocked revenues in excess of Rs 100 crore for the first time, and achieved operational breakeven despite the inflation headwinds
BUSINESS
Heidelberg Cement India: Solid Q2, multiple price hikes on the cards
To enhance its scale, Heidelberg Cement India is expanding its presence to Gujarat, which will add another 3 MT of capacity over the next 2-3 years
BUSINESS
ACC Q3 CY21: Profitability headwinds on the horizon
Given the strength of the balance sheet and the strong market position, we continue to maintain our positive stance on the business despite the unending concerns surrounding the economy and industry.
BUSINESS
UltraTech: Impressive Q2, but tread carefully on valuation
Since the start of the pandemic, UltraTech has made significant progress on the balance sheet front, while improving its margin profile.
BUSINESS
GM Breweries Q2 FY22: Recovery gathers steam
Strengthening business fundamentals and euphoric market sentiments have led to a sharp rally in the GM Breweries stock price
BUSINESS
How does the coal crunch impact India's cement makers?
Given that the cost savings from fuel efficiencies are near optimum levels, the recent jump in coal prices poses a fresh threat to the margin profile of all cement manufacturers
BUSINESS
Discovery Series: Sirca Paints India stock has so much room to run
Sirca’s growth story appears interesting, but the track record is patchy and consistency in execution remains the key
BUSINESS
HeidelbergCement India churns out a solid growth mix
To enhance its scale, the company is expanding its presence in Gujarat, which will add 3 MT capacity over the next 2-3 years.
BUSINESS
Is the Nifty touching the 20,000 mark soon?
Bulls are still in charge in a frothy market
BUSINESS
Nazara Technologies: Acquisition spree continues
Backed by a strong balance sheet, Nazara has been making smart inorganic moves within the gaming ecosystem
BUSINESS
Nuvoco Vistas: Overvalued or undervalued, post IPO?
Nuvoco is a dominant player in the eastern region with a well diversified product portfolio ranging from economy to super-premium segments
BUSINESS
Transport Corporation of India: Set to mirror the improving demand
The latest quarter results highlight the competitive advantages as well as the strategic initiatives that the TCI management has undertaken since the beginning of the pandemic
BUSINESS
Container Corporation of India — Macro tailwinds give earnings a new life
The business of CONCOR appears richly valued from a near-term perspective, but long-term prospects appear promising
BUSINESS
SastaSundar Ventures – The exciting growth play is only building up
The SastaSundar Ventures stock has undergone a swift re-rating — having more than tripled within a span of 12 months
BUSINESS
Greater traction in housing: These are the stocks to benefit
Housing has linkages with over 20 other sectors and sub-sectors in the economy
BUSINESS
AC companies: Long-term thesis fully intact after a dull Q1
The overall valuations in the sector appear quite stretched and seem to factor in the long-term positives
