BUSINESS
TCI Express Q3 review: Margin expansion aids profitability; buy on dips
We remain optimistic on the company's earnings growth and expect the margin expansion to continue going forward
BUSINESS
Ambuja Cements Q4CY18: Weak performance, but not long-term dampener
BUSINESS
Star Cement Q3FY19: Strong show; attractive buy at current levels
BUSINESS
Concor Q3 review: Volume growth moderation needs a close watch
BUSINESS
Ideas For Profit | Hyderabad Industries Q3 review: Mixed results not a dampener
BUSINESS
Heidelberg Cement India: Strong Q3 performance on all parameters; accumulate
MONEYCONTROL-RESEARCH
This little known cement company has the highest profitability per tonne in the industry
The company is trading at a FY20 Enterprise Value/EBITDA multiple of nearly 7 times and offers an attractive investment proposition from a medium to long term perspective.
BUSINESS
Radico Khaitan: Strong Q3 performance but rise in input costs could hurt future margins
BUSINESS
Berger Paints Q3FY19 review: Volume drives topline, but crude prices hurt margins
BUSINESS
First Cut | ACC Q4 CY18 review: Volumes inline, margins disappoint again
The overall demand for the cement sector continues to remain buoyant driven by large scale infrastructure projects.
BUSINESS
Pidilite Industries: Cost pressure and competition weigh on Q3 earnings
BUSINESS
Kajaria Ceramics: Robust Q3 but positives mostly priced in
BUSINESS
Two small cap stocks worth keeping on your radar
BUSINESS
Ideas for Profit | UltraTech: Easing cost pressures to aid margin; buy on dips
BUSINESS
Quick Take | UltraTech Q3: Double-digit volume growth continues
The realisations came in higher on year-on-year but faced some pressure on a sequential basis as the cement prices weakened in most parts of the country during the quarter.
BUSINESS
Havells India Q3FY19 review – Strong performance across all business verticals
BUSINESS
Ideas for Profit | Asian Paints: Strong Q3 performance, but valuations limit upside
BUSINESS
Quick Take | Asian Paints Q3 review: Strong double-digit volume growth drives earnings
The company reported fourth successive quarter of double digit volume growth on the back of strong consumer demand during the festive season.
BUSINESS
Reliance Industries Q3FY19 – Petchem and retail drive the show
Jio's overall performance was good, but customer addition and average revenue per customer growth slowed.
BUSINESS
Ideas for Profit | 4 factors that make Gujarat Ambuja Exports an attractive long term pick
While the business has been performing well, the valuations seem equally attractive at current levels considering the long headroom for growth and earnings visibility.
BUSINESS
Ideas for Profit | Hawkins Cooker: High RoCE business available at reasonable valuations
The company is staring at an optimistic future as government initiatives along with new product launches should push sales up. Operating margin is also anticipated to improve on the back of weakness in metal prices
BUSINESS
GM Breweries Q3 review: Rise in input costs hurts margins
With an installed capacity of 13.8 crore litres, GM Breweries is the single largest manufacturer of country liquor in Maharashtra.
BUSINESS
Quick Take | Kansai Nerolac’s latest acquisition to fortify presence in construction chemicals business
The recent acquisition of Perma Construction is likely to further intensify the competitive intensity in the market as Kansai is planning to triple the Perma’s revenues in the next 2-3 years through expansion to newer geographies.
BUSINESS
Consider La Opala, leader in opalware market, as a long-term opportunity
From an operational standpoint, the company has an established distribution network and been able to develop a strong brand recall among its customers.
