Moneycontrol PRO
HomeAuthorSachin pal

Sachin Pal

Senior Research Analysts

moneycontrol.com

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

Blue Star: Q4 results soothe investors amid harsh summer

BUSINESS

Blue Star: Q4 results soothe investors amid harsh summer

Revenues jump, operating margins expand but PAT dips

Havells India: Q4 tops Street expectations

BUSINESS

Havells India: Q4 tops Street expectations

Revenues and EBITDA both showed improvement on the back of a rebound in the ECD business

UltraTech: Another solid quarter for this market leader

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

Corporate India: Initial signs of excess capacity build-up across sectors

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

Dalmia Bharat Q4: Stellar volume growth partially offsets other setbacks

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

RIL Q4: Superb execution, upbeat outlook

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

GM Breweries Q4 FY24: Underwhelming performance, compelling valuation

BUSINESS

GM Breweries Q4 FY24: Underwhelming performance, compelling valuation

Robust business fundamentals and attractive valuations make it an attractive bet

Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347