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
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
