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Sachin Pal

Senior Research Analysts

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Allied Blenders and Distillers IPO: Liquid happiness in a bottle?

BUSINESS

Allied Blenders and Distillers IPO: Liquid happiness in a bottle?

Valuation akin to peers, but operating metrics and product portfolio inferior

Stanley Lifestyles IPO: Time to go shopping?

BUSINESS

Stanley Lifestyles IPO: Time to go shopping?

A luxury furniture company that holds a long-term promise

Delhivery Q4FY24: Growth concerns linger

BUSINESS

Delhivery Q4FY24: Growth concerns linger

The company has managed to narrow its losses. However, the road to profitability appears stretched as demand in its core business is muted.

Ambuja–Penna acquisition: Intensifying competition may impact sector profitability

BUSINESS

Ambuja–Penna acquisition: Intensifying competition may impact sector profitability

Deal underscores the wave of consolidation sweeping the Indian cement industry

Should investors milk the profit in Heritage Foods now?

BUSINESS

Should investors milk the profit in Heritage Foods now?

The dairy company’s growth trajectory is promising, but the stock valuation is pricey

Has Nazara Technologies run into a snag?

BUSINESS

Has Nazara Technologies run into a snag?

Organic growth a challenge, M&A could be the new growth catalyst

Will the FPIs pour more money into India, post election results?

BUSINESS

Will the FPIs pour more money into India, post election results?

Continued policy support and economic stability can attract more flows from foreign investors

Diamond in the Dust: This cement major has priced in the market concerns

BUSINESS

Diamond in the Dust: This cement major has priced in the market concerns

Ramco Cements is set to benefit from the growing demand for infrastructure and housing in the domestic economy

Make-in-India and China-plus-one stocks plunge — Time to book profits or invest more?

BUSINESS

Make-in-India and China-plus-one stocks plunge — Time to book profits or invest more?

Transforming the local manufacturing ecosystem will crucially hinge on the fresh policy push by the new government at the Centre

Concor: Q4 results point to a positive outlook

BUSINESS

Concor: Q4 results point to a positive outlook

New terminals likely to drive incremental volume growth

Is it the right time to book profit in PSU stocks ahead of the poll verdict?

BUSINESS

Is it the right time to book profit in PSU stocks ahead of the poll verdict?

The valuation of stocks in railway, defence and electronic manufacturing have run way ahead of fundamentals?

PG Electroplast: Aggressive revenue growth guidance

BUSINESS

PG Electroplast: Aggressive revenue growth guidance

Impressive revenue growth in Q4FY24 on the back of expanding product portfolio

V-Guard Q4: Robust performance across categories

BUSINESS

V-Guard Q4: Robust performance across categories

VIL’s growth trajectory looks promising on the back of its financial track record, geographical diversification strategy, and competitive market positioning

Sirca Paints Q4: Outlook strong for this paint company

TRENDS

Sirca Paints Q4: Outlook strong for this paint company

Expanding product portfolio and adding distribution network

Amber Enterprises Q4 FY24: Soft quarter, long-term outlook strong

BUSINESS

Amber Enterprises Q4 FY24: Soft quarter, long-term outlook strong

The contract manufacturer continues to focus on diversifying revenue mix

Crompton Consumer Q4: Right levers in place for future growth

BUSINESS

Crompton Consumer Q4: Right levers in place for future growth

Focus on the premium product portfolio during summer and a revival in the lighting business will be key growth drivers

Berger Paints Q4: why we see limited upside

BUSINESS

Berger Paints Q4: why we see limited upside

Current valuation and potential competition take shine off the stock

Dixon Technologies: Aggressively tapping favourable market conditions

BUSINESS

Dixon Technologies: Aggressively tapping favourable market conditions

The company has a long growth runway owing to massive opportunities in the industry, but the stock is expensive

Radico Khaitan — Should you raise a toast to Q4 earnings?

BUSINESS

Radico Khaitan — Should you raise a toast to Q4 earnings?

The stock appears to have priced in the strong performance of the liquor maker

Voltas Q4: Strong off-take in RAC, but margins remain under stress

BUSINESS

Voltas Q4: Strong off-take in RAC, but margins remain under stress

Though the company continues to maintain its market leadership in RAC, the sluggish performance in the EMPS business drags the bottom line

Polycab India Q4: Asserting dominance over competitors

BUSINESS

Polycab India Q4: Asserting dominance over competitors

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

Asian Paints Q4 FY24: Dull show despite strong volume growth

BUSINESS

Asian Paints Q4 FY24: Dull show despite strong volume growth

Though Asian Paints is a quality business, the competitive intensity in the sector is likely to jump manifold in the medium term

Pidilite Q4: Encouraging volume trends

BUSINESS

Pidilite Q4: Encouraging volume trends

Operating margins improve, but PAT declines

Market Outlook: Are stocks overdue for a big correction?

BUSINESS

Market Outlook: Are stocks overdue for a big correction?

The outcome of the ongoing election could be the pivotal moment for the Indian capital market

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