Enough room for an uptick in RoA on the back of stable margin, steady fees, and benign credit costs
While the SEBI’s move will make MF schemes more attractive to investors, it will put large asset managers at a disadvantage
Fertiliser firm to gain from cost efficiencies and improved capacity in FY24/25
The power generator is riding on the back of stable earnings and better demand along with its increasing footprint in the renewable space
LMNT has planned aggressive room additions and aims to strengthen its presence across the country, thereby emerging as a frontrunner in the mid-scale segment.
Sagar Cements should continue to see a healthy revenue growth in FY24, driven by new capacities and robust end-market demand.
E-auction premium for coal is softening and the profitability is going to be lower in the near term
With interest rates largely peaking out globally, the demand scenario should look up and support earnings, though the probable El-Nino impact on monsoon remains a key watch
A credible profitability roadmap for pharmacy is the ask
Volume growth and higher sales realisation drove strong earnings in the fourth quarter
Earnings set to improve in FY24, but the stock may not see a big rally
The energy market is stabilising with the expectations of demand coming back in the near future
Weak pricing environment weighs on margins
While demand is expected to be subdued in the near term, CAL is bullish on the long-term growth prospects and expects healthy volume growth to resume from H2FY24.
The threat of losing monopoly cannot be ruled out and the valuation upside is at best moderate
The long-term outlook is very promising because of the evolving consumer lifestyle, increasing income levels, rising temperatures, and low penetration of ACs
There seems to be a renewed interest in the PB Fintech stock, which has suffered a lot, as the valuation has fallen and changes are taking place in the business dynamics
The company has a solid and differentiated business model, with promising growth potential
Mrs Bectors Food Specialities would continue to gain market share in both biscuits as well as bakery segments led by improving distribution reach as well as introduction of new products
A wide range of products and a strong new-product pipeline augur well for the auto company though the tractor segment remains a near-term worry
Thanks to the boom in travel, the earnings trajectory should remain strong and investors could expect stock returns to closely mimic earnings
Elevated promotional/travel expenses and increased competitive intensity would weigh on margins
Cautious stance on ferrous space, given the slowdown in developed world and higher production from China
Investors need to watch out for the recovery in rural markets given that Emami has higher salience there
While a gradual recovery in margins is expected, debt to rise further