The prevalent weakness in the market provides an opportunity to buy into these businesses with an eye on the long term
We expect VRL Logistics to be a steady compounder over the next few years and therefore advise long term investors to accumulate the stock on dips
The consumer durable market offers immense growth potential as penetration levels of even the most basic electronic goods are in low double-digits
The CV segment would continue to grow on the back of the government’s focus towards infrastructure, increased mining activity, normal monsoon leading to rising rural sentiments and ban on overloading
We feel the competitive pressure will continue to remain high in the northern and western regions. However, the companies with strong presence in east, central and south (specifically Andhra and Telangana) region will benefit from an improved demand environment in these geographies.
Given the heady valuations of both stocks, use the current market volatility to accumulate on dips
We have high conviction on Indian Hotels and it remains our top pick. From the midcap space, we like Royal Orchid.
While Asian Granito is focusing on increasing its retail presence, Kajaria and Somany are gradually diversifying their business by foraying into sanitaryware and bathware segments
The management is optimistic on demand in FY19 and remains confident that the recent price hikes will ease off margin pressures.
The bearing space appears promising on the back of secular growth in automobiles, uptick in the industrial segment and improvement in technology that would lead to increase in content per vehicle.
Investors with a penchant for investing in high growth businesses should look to add on any weakness in the current market volatility.
Aided by industry tailwinds and increased economic activity, the managements expects FY19 topline to increase around 20%
Battery, being an essential component for an EV, would force a paradigm shift in the way these companies operate and could radically alter their fortunes depending on how well they adapt to the new reality.
Seya’s capacity expansion of 4 lakh tonne (Rs 735 crore) is expected to get commissioned in H2 FY20.
The company enjoys a market share of over 50 percent in the domestic containerised cargo trade business and 90 percent share in EXIM transhipment.
Market leadership, marquee clientele, operating leverage, reduced debt and strong financial performance should support earnings going forward
The company's earnings, seen growing at a CAGR of 36 percent between FY18 and FY20, are expected to be backed by volume growth and diversification to higher-margin products.
Going into FY19, revenue contribution from brands, asset turns of existing and new capacities, and regional diversification by foraying into new geographies will be pivotal to the company's success.
Market leadership, marquee clients, focus on developing technologically-advanced products and adoption of LED-based products, are factors that improve the outlook on the company's earnings growth.
Considering its industry prospects and the management’s execution capabilities, we expect the company to grow at a steady rate of 14-15 percent for the next couple of years.
The company’s dominant market share, long term strategic partnership, R&D focus and sole focus on personal care end market makes it a defensive bet in the chemical industry.
India’s macro is weak, politics uncertain and valuations rich, a potentially dangerous combination in case earnings were to disappoint.
Indostar reported a subdued yet healthy earnings, with above industry average RoA of 3.5 percent, supported by high margins and low credit cost
Tailwinds such as low penetration of ACs in India, high entry barriers, increasing inverter AC sales, and higher disposable incomes are expected to augur well for the company.
While the stock performance in the near-term is largely contingent on resolving the receivable issue and traction in large orders, we see limited downside and significant upside