BUSINESS
Polycab India: The future looks great
Upswing in real estate, infrastructure and manufacturing have been aiding Polycab’s growth in the institutional pockets
BUSINESS
Venky's – Accumulate For The Long Haul
Going forward, the margins are likely to normalise as the prices of soybean have started coming down due to recent government interventions.
BUSINESS
SastaSundar Ventures: Flipkart deal to push growth into higher orbit
Post the capital infusion and strategic partnership with Flipkart, SastaSundar is planning to penetrate deeper and wider into the Indian market by adding new service locations
BUSINESS
Hyderabad Industries: Stock hits a soft patch, time to add?
The stock of HIL turned out to be one of the strongest performers in 2020/21, with its market cap surging 10-fold from the lows of March 2020
BUSINESS
For Deccan Cements, capacity scale-up a good omen for earnings
The management has maintained a strong financial discipline throughout its history and has been utilising internal accruals to strengthen the balance sheet
BUSINESS
ACC Q3 CY21: Profitability headwinds on the horizon
Given the strength of the balance sheet and the strong market position, we continue to maintain our positive stance on the business despite the unending concerns surrounding the economy and industry.
BUSINESS
Discovery Series: Sirca Paints India stock has so much room to run
Sirca’s growth story appears interesting, but the track record is patchy and consistency in execution remains the key
BUSINESS
HeidelbergCement India churns out a solid growth mix
To enhance its scale, the company is expanding its presence in Gujarat, which will add 3 MT capacity over the next 2-3 years.
BUSINESS
Nazara Technologies: Acquisition spree continues
Backed by a strong balance sheet, Nazara has been making smart inorganic moves within the gaming ecosystem
EARNINGS
Associated Alcohols: A decent mix of growth and value
Lower per-capita consumption of liquor in India compared to western countries offers huge opportunities for growth for Associated Alcohols
BUSINESS
Earnings cheer keeps Radico Khaitan in high spirits. Should investors join in?
The Radico Khaitan stock has started the process of re-rating as the management continues to perform well and the long-term outlook appears promising
BUSINESS
Nazara Technologies plugs into growth circuit big time
Valuations of Nazara Tech are undeniably expensive, but investors should view the business in the context of its addressable market size and long-term structural industry tailwinds
BUSINESS
AC makers feel the heat, but are winds of change blowing?
The low penetration levels coupled with rising temperatures make a compelling case for long-term investment in the AC sector
TRENDS
Dixon Technologies: Seizing the market opportunity
The company is eyeing exponential growth in the mobile segment and has recently entered into contractual agreements with Motorola and Nokia for the manufacturing of mobiles under the PLI scheme
BUSINESS
Airtel: Riding the pandemic tailwinds
Long-term trends, such as increasing data consumption, as well as price increases, in line with inflation, will continue to aid top line.
BUSINESS
UltraTech – Power-packed numbers in Q4, wait for correction
Earnings over the next couple of quarters could be bumpy owing to the continued headwinds from COVID-19 and accelerating cost inflation
BUSINESS
What should investors do, post Nazara Technologies' sizzling debut?
The scarcity of listed tech companies, strong growth outlook, and affiliation with Krafton mean that Nazara is likely to benefit from the buoyed investor sentiment
BUSINESS
Emmbi Industries: A compelling value buy
Emmbi stands to benefit from the reopening of the economy and the management is fairly optimistic on the growth outlook for the next 4-5 quarters
BUSINESS
Nazara Technologies IPO: The game is just starting
Nazara’s story is just getting started with a majority of its business lines poised to benefit from structural uptrends in Asia and Africa
BUSINESS
Associated Alcohols – Worth taking a sip
Despite a clean balance sheet and an exciting growth potential, Associated Alcohols is trading at relatively inexpensive valuations of 11 times FY22 earnings
BUSINESS
Transport Corporation of India: Back on the highway
While the manufacturing sector has bounced back, the revival in construction activities and higher government spending augur well for the logistics player like TCI
BUSINESS
Ambuja Cements: Cyclical recovery under way
In CY21, the industry participants expect volume to grow 15-17 per cent from a low base
BUSINESS
Stove Kraft IPO: Will the Pigeon fly high on bourses?
Stove Kraft's discount to larger players is expected to continue and thus the issue leaves no room for value to investors
BUSINESS
Indigo Paints IPO: Will it colour your portfolio green?
The Indigo Paints public issue is primarily an offer for sale with the majority of the proceeds going to private equity investors and only Rs 300 crore flowing into the company
