Moneycontrol PRO

Sachin Pal

Senior Research Analysts

moneycontrol.com

Ideas for Profit | Cement sector sees strong volumes in Q3; watch out for Sagar Cements

BUSINESS

Ideas for Profit | Cement sector sees strong volumes in Q3; watch out for Sagar Cements

Which is a better pick? Everest Industries or Visaka

BUSINESS

Which is a better pick? Everest Industries or Visaka

Venkys Q3 review: Topline growth continues, but cost pressures take a toll on margins

BUSINESS

Venkys Q3 review: Topline growth continues, but cost pressures take a toll on margins

How to identify long term winners in the consumer durables space?

BUSINESS

How to identify long term winners in the consumer durables space?

Ideas for Profit | Future Supply Chain: A lucrative investment opportunity

BUSINESS

Ideas for Profit | Future Supply Chain: A lucrative investment opportunity

Alcoholic beverages: Which stocks will give your portfolio a high?

BUSINESS

Alcoholic beverages: Which stocks will give your portfolio a high?

Ideas for Profit | 4 factors that make Crompton Greaves Consumer Electric a compelling buy

BUSINESS

Ideas for Profit | 4 factors that make Crompton Greaves Consumer Electric a compelling buy

Ideas for Profit | Receding cost pressures to aid margin recovery in tile and sanitaryware cos

BUSINESS

Ideas for Profit | Receding cost pressures to aid margin recovery in tile and sanitaryware cos

Organised players continues to face a tough operating environment amid heightened competitive intensity from unorganised player

A small but efficient laminate player for the long term

BUSINESS

A small but efficient laminate player for the long term

TCI Express Q3 review: Margin expansion aids profitability; buy on dips

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

Ambuja Cements Q4CY18: Weak performance, but not long-term dampener

BUSINESS

Ambuja Cements Q4CY18: Weak performance, but not long-term dampener

Star Cement Q3FY19: Strong show; attractive buy at current levels

BUSINESS

Star Cement Q3FY19: Strong show; attractive buy at current levels

Concor Q3 review: Volume growth moderation needs a close watch

BUSINESS

Concor Q3 review: Volume growth moderation needs a close watch

Ideas For Profit | Hyderabad Industries Q3 review: Mixed results not a dampener

BUSINESS

Ideas For Profit | Hyderabad Industries Q3 review: Mixed results not a dampener

Heidelberg Cement India: Strong Q3 performance on all parameters; accumulate

BUSINESS

Heidelberg Cement India: Strong Q3 performance on all parameters; accumulate

This little known cement company has the highest profitability per tonne in the industry

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.

Radico Khaitan: Strong Q3 performance but rise in input costs could hurt future margins

BUSINESS

Radico Khaitan: Strong Q3 performance but rise in input costs could hurt future margins

Berger Paints Q3FY19 review: Volume drives topline, but crude prices hurt margins

BUSINESS

Berger Paints Q3FY19 review: Volume drives topline, but crude prices hurt margins

First Cut | ACC Q4 CY18 review: Volumes inline, margins disappoint again

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.

Pidilite Industries: Cost pressure and competition weigh on Q3 earnings

BUSINESS

Pidilite Industries: Cost pressure and competition weigh on Q3 earnings

Kajaria Ceramics: Robust Q3 but positives mostly priced in

BUSINESS

Kajaria Ceramics: Robust Q3 but positives mostly priced in

Two small cap stocks worth keeping on your radar

BUSINESS

Two small cap stocks worth keeping on your radar

Ideas for Profit | UltraTech: Easing cost pressures to aid margin; buy on dips

BUSINESS

Ideas for Profit | UltraTech: Easing cost pressures to aid margin; buy on dips

Quick Take | UltraTech Q3: Double-digit volume growth continues

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.

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