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Sachin Pal

Senior Research Analysts

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Voltas Q2: Strong show with revenue growth, margin expansion

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

Kaynes Technology Q2: Impressive growth, but cash flow remains anaemic

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

Syrma SGS Q2 FY25: Growth at a reasonable price tag

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

Radico Khaitan is a concoction of smooth execution, continued growth

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

Dixon Technologies Q2: The explosive growth momentum continues

BUSINESS

Dixon Technologies Q2: The explosive growth momentum continues

The company has a long growth runway owing to massive opportunities in the industry

Pidilite Q2: Muted revenue growth balanced by profitability

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

Amber Enterprises: On the cusp of growth metamorphosis

BUSINESS

Amber Enterprises: On the cusp of growth metamorphosis

Healthy revenue growth in Q2 and margins remained stable

Dalmia Bharat Q2: Poor realisations offset volume gains

BUSINESS

Dalmia Bharat Q2: Poor realisations offset volume gains

The company may face some execution and operational risks, going forward

Cyient DLM: Why we see value emerging

BUSINESS

Cyient DLM: Why we see value emerging

The management commentary includes recovery in H2, expecting a strong revenue growth.

UltraTech - A speed bump ahead?

BUSINESS

UltraTech - A speed bump ahead?

The September quarter was subdued for the cement major due to external factors

Polycab India Q2 FY25: All wired up for growth, but watch out for risky spots

BUSINESS

Polycab India Q2 FY25: All wired up for growth, but watch out for risky spots

Favourable demand momentum from infrastructure and power sector supporting the strong performance of wires & cables

Waaree Energies IPO: Green growth at reasonable valuations

BUSINESS

Waaree Energies IPO: Green growth at reasonable valuations

The largest solar PV module manufacturer in the country has multiple growth levers in place

Havells India Q2 FY25: Rising cost pressure dampens festive season gains

BUSINESS

Havells India Q2 FY25: Rising cost pressure dampens festive season gains

Consumer durables and wires and cables segments continue to perform, supported by the rural recovery and rebound in government spending

GM Breweries: Sobering Q2 results

BUSINESS

GM Breweries: Sobering Q2 results

Business fundamentals are healthy and valuations are reasonable

Logistics sector: Cruising along the road to profitability

BUSINESS

Logistics sector: Cruising along the road to profitability

Aided by industry tailwinds and increased economic activities, the logistics sector is set to grow at a healthy rate

Amber Enterprises: Momentum building up on multiple fronts

BUSINESS

Amber Enterprises: Momentum building up on multiple fronts

The contract manufacturer’s outlook is bright as it continuous to focus on diversifying the revenue mix

Kaynes Technology — Latest acquisition to strengthen presence in smart meters

BUSINESS

Kaynes Technology — Latest acquisition to strengthen presence in smart meters

A leader in the EMS market, the company plans to grow its other businesses significantly, going forward

India's semiconductor push: Putting all the chips on the table

BUSINESS

India's semiconductor push: Putting all the chips on the table

The second phase of ISM to include component companies, raw material suppliers, and other key players in the ecosystem

Hyderabad Industries: A play on recovery

BUSINESS

Hyderabad Industries: A play on recovery

While profits have shrunk dramatically over the last two years, the business is showing early signs of recovery in profitability

JK Cement: Capacity expansion to drive earnings

BUSINESS

JK Cement: Capacity expansion to drive earnings

Weak demand environment and price cuts are areas of concern

Nazara Technologies plugs into another acquisition to boost growth

BUSINESS

Nazara Technologies plugs into another acquisition to boost growth

The deal is the gaming company’s biggest acquisition till date and will broaden its footprint in the real-money gaming space.

Western Carriers India IPO: A balanced risk-reward profile

BUSINESS

Western Carriers India IPO: A balanced risk-reward profile

Balance sheet in a reasonable shape and IPO proceeds to help reduce debt

Discovery Series | Why this B2B player with a huge addressable market merits a look

BUSINESS

Discovery Series | Why this B2B player with a huge addressable market merits a look

SG Mart enjoys a great advantage as the penetration of online B2B marketplace into the construction sector is minuscule, and the segment is yet to be disrupted by technology

Premier Energies IPO: Will this solar stock charge up your portfolio?

BUSINESS

Premier Energies IPO: Will this solar stock charge up your portfolio?

Enhanced manufacturing and promising opportunities in the renewables space should fuel earnings growth over the medium term

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