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
BUSINESS
Finolex Industries: Long-term prospects look solid
While its long-term prospects appear solid, the company will most likely face some demand and margin headwinds in the near term.
BUSINESS
Hawkins Cookers – Long-term promise outweighs near-term concerns
From a competitive standpoint, Hawkins is the second largest player in pressure cookers with a market share of over 30 per cent
BUSINESS
Will earnings set off the next party for the bull market?
There is little doubt that markets are exuberant on many fronts, but domestic businesses have clearly been lacking the elusive 20-25 per cent earnings growth that the investor and analyst community has been waiting for a very long time
BUSINESS
Bajaj Healthcare: Making solid progress on its growth path
For FY22, Bajaj Healthcare does not have any major capex planned and will primarily be focusing on driving growth through new product launches and ramp-up of acquired manufacturing units
BUSINESS
Allcargo Logistics: Macroeconomic tailwinds to fuel growth
With a vast footprint and a long operating history, Allcargo is well positioned to continue the expansion of its Indian business while gaining incremental share in international trade
EARNINGS
Associated Alcohols: A decent mix of growth and value
Lower per-capita consumption of liquor in India compared to western countries offers huge opportunities for growth for Associated Alcohols
