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
BUSINESS
Polycab India Q4: Asserting dominance over competitors
Favourable demand momentum from infrastructure and power sectors supporting the strong performance of wires & cables
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
BUSINESS
Pidilite Q4: Encouraging volume trends
Operating margins improve, but PAT declines
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
BUSINESS
Blue Star: Q4 results soothe investors amid harsh summer
Revenues jump, operating margins expand but PAT dips
BUSINESS
Havells India: Q4 tops Street expectations
Revenues and EBITDA both showed improvement on the back of a rebound in the ECD business
BUSINESS
UltraTech: Another solid quarter for this market leader
Operating leverage, benign fuel prices, and cost control measures drove the improvement in margins in Q4
BUSINESS
Corporate India: Initial signs of excess capacity build-up across sectors
Supply overhang is likely to persist, affecting the profitability of players in several sectors
BUSINESS
Dalmia Bharat Q4: Stellar volume growth partially offsets other setbacks
The commissioning of new capacities and the fight for market share gains are putting intense pressure on realisations on a pan-India basis
BUSINESS
RIL Q4: Superb execution, upbeat outlook
RIL’s consumer businesses now contribute to nearly half of consolidated operating profit. Meanwhile, a strong capex pipeline will sustain its growth momentum through newer verticals such as renewable and clean energy
BUSINESS
GM Breweries Q4 FY24: Underwhelming performance, compelling valuation
Robust business fundamentals and attractive valuations make it an attractive bet
BUSINESS
Solar Energy: Investors vulnerable to getting singed
Over-capacity has led to a huge fall in solar panel prices and countries are scrambling to arrest the downfall
BUSINESS
India’s AC market is facing supply heat
Competition is intensifying as OEMs start in-house manufacturing, posing a challenge to contract manufacturers
BUSINESS
Krsnaa Diagnostics presents a reasonable risk-reward opportunity
The business has ample room for expansion and the ongoing revenue growth trend should continue into the next fiscal year
BUSINESS
Deccan Cements -- A capex-led compelling growth proposition
Earnings trajectory could turn more favourable once the new plant commences commercial operations
BUSINESS
Sirca Paints: Correction offers long-term opportunity
The paint company is broadening its portfolio and targeting pan-India expansion
BUSINESS
Transport Corporation of India: A long-term buy despite slowdown blues
Revenues of TCI clocked moderate growth in the third quarter, but operating margin declined
BUSINESS
Sagar Cements – Is it worth looking at amid near-term demand slowdown?
The company has cut volume growth guidance because of a slow ramp-up in capacity
BUSINESS
Crompton Consumer Q3: A balanced risk-reward profile
The management reiterates its focus on scaling up distribution and spurring growth in the e-commerce and rural markets
BUSINESS
Will Grasim’s entry disrupt the paint industry?
The competitive intensity in the sector is likely to jump manifold in the medium term
BUSINESS
PG Electroplast Q3: Another show of strength
Recent capacity augmentation positions the business well for healthy growth over the medium term
BUSINESS
Delhivery Q3: First of many profitable quarters?
Over the long run, the company is poised for growth on the back of a strong market position and an expanding consumer base
BUSINESS
V-Guard Q3: Primed for success
The company is an exception in the consumers durables industry hobbled by a dull operation performance
