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
BUSINESS
ACC: Why we repose faith in the long-term thesis
Its market leadership position, operating efficiencies and a robust balance sheet should help ACC withstand demand fluctuations until market conditions stabilise
BUSINESS
Discovery Series: Deccan Cements merits a deeper look
On an absolute basis, the Deccan Cements stock is valued at an EV per ton of $40 only, which appears a deep discount to the usual-replacement cost of $100
BUSINESS
SastaSundar Ventures -- Turnaround in the making
On a relative basis, SastaSundar trades at a deep discount to competitors even with much better operating metrics
BUSINESS
Market outlook: Expect 20,000 on Nifty by September 2021
Given that the reviving global demand, supply-chain disruptions and hardening of bond yields augur well for commodities, we expect that metal stocks will continue to outperform the broader markets by a significant margin.
BUSINESS
Hawkins Cookers: Secular growth prospects remain strong
Being part of the consumer staples basket, Hawkins is a rather defensive stock that generally exhibits lower volatility than the overall market
BUSINESS
What should investors do, post Nazara Technologies' sizzling debut?
The scarcity of listed tech companies, strong growth outlook, and affiliation with Krafton mean that Nazara is likely to benefit from the buoyed investor sentiment
