BUSINESS
Dixon shines in Q4 with blockbuster growth numbers
Backward integration, improving wallet share, and new product development will be key growth drivers
BUSINESS
Amber Enterprises executes well, but growth is priced in
The group’s business diversification strategy is working out and will be bolstered by its entry into new segments
BUSINESS
Crompton Greaves Consumer Q4: Lower input prices, cost optimisation support margins
Focus on the premium product portfolio and the revival in the lighting business will be key growth drivers
BUSINESS
Berger Paints Q4: Gaining market share despite emerging competition
Outperforming industry growth amid challenging market conditions
BUSINESS
Sticky performance — Pidilite delivers stability in tough Q4
Underlying volume growth continues to remain strong
BUSINESS
Radico Khaitan Q4: IMFL adds punch to sales volume
Stable raw material prices help in the expansion of gross margins
BUSINESS
Asian Paints Q4: Growth slows as competitive intensity tightens grip
Though Asian Paints is a quality business, the competitive intensity in the sector has started show-ing its colours
BUSINESS
Kajaria Ceramics: Muted quarter impacted by strategic realignment
Recovery in domestic market demand expected in the later half of FY26
BUSINESS
RR Kabel Q4: Propelled by strong demand in both domestic and overseas markets
Substantial margin expansion in the quarter on the back of operational efficiencies
BUSINESS
UltraTech – Operational performance shows the company’s competitive advantage
The government's commitment to infrastructure and continued momentum in real estate augur well for the cement maker
BUSINESS
Dalmia Bharat Q4: Solid operational performance
A mixed set of earnings report in Q4 FY25 as cement faces lacklustre demand
BUSINESS
Waaree Energies: A business with growth potential that faces competitive intensity
Stellar financial performance as key growth engines continue to deliver strong operating metrics
BUSINESS
Havells India wraps up FY25 with strong earnings in Q4
Revenue growth remains strong; however, margins were impacted due to a change in the product mix
BUSINESS
Cyient DLM: Near-term revival appears unlikely
Q4 revenue growth driven by the acquisition of Altek Electronics
BUSINESS
GM Breweries Q4: Solid operational performance
Demand outlook stable but the sugarcane market is facing headwinds
BUSINESS
Big Moves in Logistics: What Delhivery’s latest bet signals
India’s logistics sector just saw its second major distress deal in under three years. Behind it lies a tale of missed targets, lost clients, and shrinking valuations
BUSINESS
Are Indian aquaculture companies safe from US tariff net?
The new tariff will add to costs, but relative tariffs will matter more. Where India stands in the tariff ladder
BUSINESS
Delhivery: Does the current stock price factor in growth concerns?
Although the business environment remains challenging, Delhivery is looking to maintain its market share on the back of its market position and cost leadership in the logistics sector.
BUSINESS
Carysil – Q3 disappoints, but FY26 holds promise
It enjoys a strategic cost advantage compared to peers and stands to benefit from the growing preference for premium products in the home improvement market
BUSINESS
Nazara Technologies: Strong growth from transformative acquisitions
The new sources of revenues can potentially double the company’s top line over the next 18-24 months
BUSINESS
UltraTech’s wires and cables foray: A high-voltage hazard for incumbents?
The W&C industry size is estimated at Rs 80,000 crore, having delivered a CAGR of 12-13% between FY19 and FY24 The shift from the unorganised to the organised market provides an attractive opportunity for a new player
BUSINESS
Avanti Feeds: Many reasons to be optimistic
With raw material prices remaining stable, the company remains well-poised for a healthy growth in the medium term, driven by the scale-up of shrimp processing and pet food segments.
BUSINESS
Transport Corporation of India: Solid quarter; healthy long-term outlook
The company enjoys a strong domestic footprint and can continue to capture incremental market share because of its extensive distribution network.
BUSINESS
SG Mart: Growth outlook intact despite recent hiccups
The management expects a healthy growth in volumes despite volatility in metal prices. Three new centres are expected to become operational by Feb-end, and SG Mart is scouting for more land parcels for five more
