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
BUSINESS
Transport Corporation of India: Value play in an overheated market
TCI has cemented itself as the dominant player in the logistics industry over the past few years
TRENDS
Midcap cement duo that deserve attention
The near-term trajectory for the cement companies once again appears uncertain, but government spending in infrastructure development and policy reforms are expected to boost volumes post the easing of restrictions
BUSINESS
Earnings cheer keeps Radico Khaitan in high spirits. Should investors join in?
The Radico Khaitan stock has started the process of re-rating as the management continues to perform well and the long-term outlook appears promising
BUSINESS
Are you ready for a recap of the Harshad Mehta Bull Run?
There exists a chance the Nifty might even touch 22,000 or even 24,000 in the next 6 months
BUSINESS
Nazara Technologies plugs into growth circuit big time
Valuations of Nazara Tech are undeniably expensive, but investors should view the business in the context of its addressable market size and long-term structural industry tailwinds
BUSINESS
AC makers feel the heat, but are winds of change blowing?
The low penetration levels coupled with rising temperatures make a compelling case for long-term investment in the AC sector
TRENDS
Dixon Technologies: Seizing the market opportunity
The company is eyeing exponential growth in the mobile segment and has recently entered into contractual agreements with Motorola and Nokia for the manufacturing of mobiles under the PLI scheme
TRENDS
Concor – One step closer to divestment
Concor is well positioned to benefit from global recovery over the next 2-3 quarters
BUSINESS
Crompton Consumer — Q4 performance marred by uncertain outlook
Crompton Greaves has also benefited from the investing trend of flight to quality and the stock has been a big winner in recent months
BUSINESS
Havells India: Sparkling results, but is it a safe stock to add?
Trading at a FY23 P/E ratio of about 50 times, the valuations of Havells appear to be pricing in meaningful growth beyond the pandemic
BUSINESS
Airtel: Riding the pandemic tailwinds
Long-term trends, such as increasing data consumption, as well as price increases, in line with inflation, will continue to aid top line.
BUSINESS
Does the rally in Hyderabad Industries have more legs?
The gains in Hyderabad Industries' stock price have been largely aided by valuation re-rating as market is catching up to the future business potential driven by changes in revenue mix.
BUSINESS
Pidilite Industries: Market share gains propel Q4 earnings
Over the past 12 months, Pidilite has seen notable improvements in market share as competitors are finding it extremely difficult to operate in an unprecedented business environment
BUSINESS
Asian Paints: It's important to book profits when the going is good
The revenue mix improved considerably in Q4 owing to a higher contribution from the premium and the luxury segments, primarily aided by an upswing in demand from metros, Tier 1 and Tier 2 cities.
BUSINESS
UltraTech – Power-packed numbers in Q4, wait for correction
Earnings over the next couple of quarters could be bumpy owing to the continued headwinds from COVID-19 and accelerating cost inflation
BUSINESS
Strengthening balance sheet makes Dalmia Bharat more appealing
The balance sheet of Dalmia Bharat has strengthened considerably and the net debt/EBITDA ratio reduced to 0.04x at the end of the March quarter
BUSINESS
Ambuja Cements: High conviction long-term buy
Ambuja’s solid balance sheet and improving cost structure offer sufficient margin of safety amid an uncertain demand environment
BUSINESS
Visaka Industries – Interesting value proposition
Visaka’s recent results indicate that the company has made solid progress on market positioning and cost-control initiatives
