BUSINESS
Radico Khaitan: Growth opportunities bright; valuations reasonable
Radico is targeting higher share in the premium category through new products and variants and is undertaking cost rationalisation to support profitability
BUSINESS
Polycab India awaits strong recovery in 2021
Investors should look to add the Polycab stock on dips as the recovery in business strengthens the case for multiple expansion in the next 2-3 quarters
BUSINESS
Indigo Paints: What should investors do post the bumper listing?
The Indigo Paints stock opened 75 per cent higher than the issue price and went on to more than double the money of the subscribers by the end of Tuesday
BUSINESS
Budget 2021 gives a booster shot to consumption
Thanks to Budget 2021, the spending in different sectors will lead to multiplier effect on the economy
BUSINESS
Budget 2021 expectations | Reducing cyclicality of rural household income may get priority
Taxing cigarettes comes as an easy alternative to garner additional revenues. Grant of infrastructure status for hotels, restaurants would lower the cost of funds.
BUSINESS
Stove Kraft IPO: Will the Pigeon fly high on bourses?
Stove Kraft's discount to larger players is expected to continue and thus the issue leaves no room for value to investors
BUSINESS
Havells India: Blowout quarter strengthens structural growth outlook
With input costs rising, Havells went for multiple price hikes during the quarter across all product categories
BUSINESS
Indigo Paints IPO: Will it colour your portfolio green?
The Indigo Paints public issue is primarily an offer for sale with the majority of the proceeds going to private equity investors and only Rs 300 crore flowing into the company
BUSINESS
Consumption: Expectations from Budget 2021
The focus would be to reverse the labour migration caused by the pandemic and encourage employment for low-skilled workers within the labour-intensive industries
BUSINESS
Logistics sector: Expectations from the Union Budget 2021
Announcement of economic relief packages to support the fleet and warehouse owners would ease some of the existing stress of the sector and restore the shaken industry confidence
BUSINESS
GM Breweries: Q3 earnings show a return to normal
GM Breweries is worth accumulating on every correction for the medium to long term as the company is debt free and its profitability remains well poised for a revival
BUSINESS
Discovery Series | Bajaj Healthcare: Potential for further growth
Despite the run-up in the last 12 months, Bajaj Healthcare continues to trade at a valuation that could drive significant long-term wealth creation for shareholders
BUSINESS
Discovery series: Visaka Industries – Better days ahead
Visaka has delivered stupendous returns from March on the back of a resilient business performance in H1 and an euphoric stock market rally
BUSINESS
VRL Logistics – An investment worthy candidate despite tepid show
Given the distressed external environment where most competitors are on a weak footing due to tight liquidity conditions and stretched balance sheets, it appears that VRL will be able to consolidate these market share gains
BUSINESS
Allcargo Logistics: Delisting and improving macros provide strong tailwind
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
BUSINESS
Associated Alcohols – Should you say cheers now?
AABL’s volumes are expected to improve further following its recent foray into Uttar Pradesh — one of the largest liquor markets in the country
BUSINESS
Crompton Consumer: Improving sales trend, capital structure reset to drive profitability
Crompton Greaves Consumer Electricals has benefited from the pandemic-triggered demand shift towards e-commerce channels and modern retail stores
BUSINESS
GM Breweries Q2 FY21: On the path of recovery
GM Breweries has exhibited volume growth of 5-7 percent on a historic basis with a potential to grow at similar rates once the overall macro environment improves
BUSINESS
Finolex Industries: Growth lags, but balance sheet provides stability
Challenges are expected to persist in the near term, but weak competition and government reforms should pave the way for secular growth for Finolex beyond FY21
BUSINESS
Transport Corporation of India: Outlook improving, but wait for the right level
The positive momentum for TCI is set to continue in the second and the third quarter though volumes are likely to be lower than last year's as the outlook for fiscal FY21 remains a worry
BUSINESS
Investment Strategy: Is a NIFTY ‘melt-up’ on the cards?
The fundamentals as well as stock valuations assume little importance at this point of time, but will ultimately come into play once the euphoria blows off to the top with NIFTY surpassing lifetime highs of 12,300
BUSINESS
Emmbi Industries: The rural market should save the day
The conservative style of Emmbi Industries in terms of cash flows and investments provides additional comfort in these challenging times
BUSINESS
Allcargo Logistics: De-listing provides downside protection, business shows long-term opportunity
Positive developments such as the commencement of warehouses and restructuring of Gati will help improve earnings over next 12-18 months
BUSINESS
Associated Alcohols - Is it time to say cheers?
Liquor consumption presents an attractive opportunity in India for Associated Alcohols & Breweries (AABL) as the country has a large young population and remains an underpenetrated market in the alcoholic beverage segment
