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
BUSINESS
Pidilite Industries: Margins to normalise in H2
Despite the strong execution capabilities of the management, we remain wary of the Pidilite stock due to its premium valuations
BUSINESS
Berger Paints - Time to book profit?
Berger’s stock has had a stellar run in the recent past and its market capitalisation increased by more than 50 per cent in the past 12 months
BUSINESS
Radico Khaitan – More fizz left
In the next 12 months, Radico Khaitan plans to introduce super premium whisky and vodka to strengthen its portfolio
BUSINESS
Nuvoco Vistas IPO: Can investors bet on its valuation discount?
Nuvoco has followed an acquisition-led growth strategy to scale up its business
BUSINESS
Markets flooded with IPOs – Why caution is warranted
Potential investors need to exercise more caution on the recent IPOs as many of these listing pops would turn out to be short-lived
BUSINESS
Dalmia Bharat -- Ambitious growth plan gets premium valuation match
The management of Dalmia Bharat has executed its growth strategy well and is ambitiously aiming to grow at a 15-20 per cent CAGR over the long term
BUSINESS
Dixon Technologies: Multiple catalysts to drive up growth
From an earnings perspective, FY22 could be another strong year for Dixon, owing to the commencement of the new manufacturing capacities and the addition of new clientele
BUSINESS
Ambuja Cements Q2 CY21: Strong margins a welcome surprise
The commencement of new capacity augurs well over the medium term for Ambuja Cements
BUSINESS
Havells or Polycab: Which one to choose?
Demand conditions for the electrical and the consumer durable sectors continue to remain challenging owing to Covid disruptions.
BUSINESS
UltraTech – A market leader that continues to deliver
UltraTech has been consistently generating free cash flow, which has helped it improve its leverage profile
BUSINESS
Asian Paints: A sector superstar, but $40-billion valuation raises eyebrows
Asian Paints is gradually expanding its product range from paints to other categories with an aim to beautify, preserve and transform all spaces and objects in homes
BUSINESS
ACC: Strong quarter despite COVID disruptions
Our long-term thesis on ACC remains intact because of its market leadership position, operating efficiencies and robust balance sheet
BUSINESS
Emmbi Industries: Growth outlook bullish
Emmbi's management is optimistic on the medium-term outlook as the rebound in manufacturing confidence aligns with better global trade activity and rising consumer confidence
