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
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
BUSINESS
JK Cement: Capacity expansion to drive earnings
Weak demand environment and price cuts are areas of concern
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.
BUSINESS
Western Carriers India IPO: A balanced risk-reward profile
Balance sheet in a reasonable shape and IPO proceeds to help reduce debt
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
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
BUSINESS
Nazara Technologies: Takeovers to fuel growth
Organic growth remains a challenge because of a tough business environment
BUSINESS
Radico Khaitan — Earnings optimism priced in
Impressive Q1 results supported by strong revenue growth, operating profits, and new products
BUSINESS
Sirca Paints: Subdued Q1, valuation reasonable
This paint company is broadening its portfolio and targeting pan-India expansion
BUSINESS
Concor: Correction spells long-term opportunity
Operating metrics supported by stable margins and robust capital generation
BUSINESS
Sagar Cements – Competitive pressures looming
Robust volume off-take helps the cement maker outperform industry peers in Q1
BUSINESS
Delhivery Q1: Steady show
There are limited near-term catalysts for the business and the share price is likely to remain range-bound
BUSINESS
V-Guard Q1: Margin expansion thesis playing out
VIL’s growth trajectory looks promising on the back of its financial track record, geography diversifications strategy, and competitive market positioning
BUSINESS
Transport Corporation of India Q1: Why it's an investment worthy bet
Revenue growth was solid, though there was a decline in operational margin due to higher costs
BUSINESS
Crompton Consumer: An excellent long-term buy and hold
Healthy revenue growth while gross margins also expanded
BUSINESS
Dixon Technologies: Blowout earnings with expanding coverage
The company has a long growth runway owing to massive opportunities in the industry
BUSINESS
Amber Enterprises: Encouraging Q1; momentum building up on multiple fronts
The growing traction in new ventures should fuel the earnings growth over FY25/FY26.
BUSINESS
UltraTech: India Cements acquisition augments its market supremacy
Though the deal looks expensive, it gives the Birla cement major better pricing power in the southern market
BUSINESS
PG Electroplast – Running at full throttle
Robust fundamentals, new growth initiatives, and client additions should act as growth levers
BUSINESS
Double bonanza for the aquaculture sector in the Union Budget
Funds to bolster marine infrastructure along with customs duty tweak should help the rural economy
BUSINESS
UltraTech - Steady Q1 results
The business remains on a very solid footing and its financial performance should remain relatively stable in the next few quarters.
BUSINESS
Dalmia Bharat Q1: Uninspiring pricing outlook
Volume growth stagnated, though margins fared better
INDIA
Polycab India Q1: Staying the course
Favourable demand momentum from infrastructure and power sector supporting the strong performance of wires and cables
