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
BUSINESS
Crompton Greaves Consumer Q3: Cost optimisation drives profitability
Focus on the premium product portfolio and revival in lighting business will be key growth drivers
BUSINESS
PG Electroplast – A lot of upside levers
Secular tailwinds in electronics manufacturing should propel the performance of the company
BUSINESS
Berger Paints Q3: Soft growth amid intense market competition
While the company successfully retains market share, emerging competition casts a shadow on the stock's potential
BUSINESS
Ajax Engineering IPO: A cyclical growth story
At the upper end of the IPO price band, the company is valued at 29 times FY25 estimated earnings
BUSINESS
V-Guard Q3: Soft numbers amid lingering weak demand
The company is strategically investing in enhancing its manufacturing capabilities through backward integration across product categories, ensuring greater efficiency and cost optimisation
BUSINESS
Waaree Energies: Stellar Q3, but looming supply glut makes us cautious
The business has a lot of potential for growth over the long term, considering the global industry tailwinds
BUSINESS
Concor: Should you buy the dip?
Healthy volumes in the December quarter offset by weak realisation
BUSINESS
Blue Star Q3: Impressive revenue growth backed by robust demand for core products
Strong Future Ahead, Driven by Efficient Cost Management and Improved Product Mix
BUSINESS
Make In India: Manufacturing gets another push from Budget 2025
Measures aimed at revitalising electronics and solar sectors, underlining government’s commitment to growth and innovation
BUSINESS
Income tax rejig in Budget 2025 to stimulate low- to mid-ticket consumption
The sops come at a time when the country is exhibiting slowdown in demand trends across urban and rural markets
BUSINESS
Radico Khaitan Q3: Good vibes all around
Strong volume-led growth across key business verticals
BUSINESS
Voltas Q3: Solid earnings momentum despite challenging quarter
Healthy performance by the UCP business while recovery continues in the EMPS segment
BUSINESS
Syrma SGS: Encouraging trends signal upbeat growth outlook
The export business is unlikely to recover in the near term. However, the company has onboarded new clients in the American EMS market, and this could translate into healthy order wins in the next 12-18 months
BUSINESS
Kaynes Technology India: Solid Q3, ambitious growth guidance
Growth targets could face downward risks in FY26 on account of execution challenges and weak internal cash flows
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
