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
BUSINESS
BlackBuck IPO: Can it fetch big bucks for investors?
Valuation very steep, especially when the business is yet to turn profitable
BUSINESS
Asian Paints Q2 – Competitive risks come to the fore
The company faces demand headwinds, leading to a decline in both revenue and margin
BUSINESS
Blue Star Q2: Maintaining robust momentum in challenging times
Strong Future Ahead, Driven by Efficient Cost Management and Improved Product Mix
BUSINESS
Berger Paints Q2: Sluggish consumer demand a challenge
Though gaining market share consistently, potential competition takes shine off the stock
BUSINESS
Voltas Q2: Strong show with revenue growth, margin expansion
Though the company continues its growth trajectory in RAC, the improvement in EMP business boosted earnings
BUSINESS
Kaynes Technology Q2: Impressive growth, but cash flow remains anaemic
The company continues to execute well; it has been upping the outlook in the last few quarters, beating industry trends
BUSINESS
Syrma SGS Q2 FY25: Growth at a reasonable price tag
The company is targeting exports worth nearly Rs 1,000 crore in the current fiscal year. This is expected to be driven by the med-tech and industrial sectors, including power supply, renewables, and solar electronics
BUSINESS
Radico Khaitan is a concoction of smooth execution, continued growth
Sixth consecutive quarter of revenue growth of 20 percent while net profits spike 34 percent
BUSINESS
Dixon Technologies Q2: The explosive growth momentum continues
The company has a long growth runway owing to massive opportunities in the industry
BUSINESS
Pidilite Q2: Muted revenue growth balanced by profitability
Near-term prospects decent on the back of festive demand and a pick-up in government spending
