BUSINESS
Polycab India Q3: Growth trajectory remains intact
Strong recovery in FMEG business and outperformance in W&C
BUSINESS
Will Budget 2025 fuel the next leg of growth for Make in India?
Structural challenges have to be addressed and high-value manufacturing scaled up to unlock the full potential of the EMS sector
BUSINESS
Amber Enterprises: Stellar Q3 FY25 earnings beat expectations
The contract manufacturer’s outlook is bright as its business diversification strategy unfolds
BUSINESS
UltraTech – Industry outperformance continues
Solid volume off-take amid stiff market competition helping to gain market share
BUSINESS
Pidilite Q3FY25: Steady quarter in a challenging environment
Despite soft consumer sentiments, the company has shown solid performance across categories
BUSINESS
Dalmia Bharat: Muted earnings growth outlook
The company may face some operational risks due to the consolidation of capacities in the cement industry, particularly in the south
BUSINESS
Cyient DLM: Q3 internals signal mixed demand trends
The integration of Altek Electronics complements Cyient’s business, enhancing the product mix
BUSINESS
Dixon Technologies: Transforming into a behemoth
Backward integration, improving wallet share, and new product development will be key growth drivers
BUSINESS
Havells India Q3: Positive outlook despite challenging demand
Revenue growth remains strong; however, margins were impacted due to the change in product mix
BUSINESS
Cera Sanitaryware: A solid buy-the-dip candidate for investors
A high-quality business that remains resilient despite sluggish demand
BUSINESS
GM Breweries: The risk-reward ratio is in a sweet spot
The risk-reward ratio for the stock appears favourable due to solid business fundamentals and reasonable valuations
BUSINESS
Sirca Paints: Margins squeezed by rising competition
Recent price hikes and improved raw material sourcing to improve profitability
BUSINESS
Apex Frozen Foods: Potential for a positive surprise in 2025
Indian shrimp industry can hit a high tide on the back of changing demand-supply dynamics
BUSINESS
RR Kabel: Correction spells long-term opportunity
A strong brand recall and the shift in produce mix are positives for profitability
BUSINESS
Unimech Aerospace and Manufacturing IPO: A niche engineering player with intriguing valuation
Limited near-term growth catalysts, barring any M&A activity; suitable for long-term investors
BUSINESS
Dixon Technologies’ JV with Vivo India strengthens its foothold in mobile smartphone market
Chinese smartphone makers are increasingly looking to bring in Indian partners into their manufacturing operations owing to the Indian government's push and regulations to engage local players for production
BUSINESS
Discovery Series | A home improvement business with strong moat
Riding on urbanisation trends, Carysil has exhibited healthy operational metrics over the past decade
BUSINESS
Waaree Energies: The future looks bright
Potential for growth over the long term as global industry tailwinds remain strong
BUSINESS
Nazara Technologies: Acquisitions to drive the next wave of growth
The gaming company sees a slowdown in the core business
BUSINESS
Sagar Cements – Worth a look after a poor quarter?
Operational performance impacted by heavy rains and a slowdown in project execution
BUSINESS
Transport Corporation of India: Is it a value buy now?
The company has a long growth runway and its evolving business mix should drive margin expansion
BUSINESS
Avalon Technologies is on a comeback trail
Q2 earnings delivered a positive surprise with a healthy revenue growth
BUSINESS
V-Guard Q2 FY25: Growth on track despite Sunflame's below-par show
The company is strategically making investments to enhance its manufacturing capabilities through backward integration across product categories, ensuring greater efficiency and cost optimisation
BUSINESS
PG Electroplast Q2 – Outperformance continues
Solid business fundamentals, new growth initiatives, and client additions can all act as growth triggers
