The combined cost of tickets and F&B for a single movie is more than the monthly subscription cost of some of the OTT platforms and a large content library adds to the OTT attraction. So far, multiplexes do not appear to have an answer for it
The well-diversified business model recovered, post-COVID. Expanding footprint in the digital content segment and strong global demand for paper stationery could be key upside triggers. Also, phased implementation of NEP 2020 will provide thrust to revenues
India is a fundamentally strong long-term growth story. Therefore, every opportunity should be used to buy on decline and not sell on rally
CCL is targeting more than 40 percent growth in FY23 in the domestic market on the back of higher distribution in south and north India.
CAL is increasingly gaining market share and enjoys a huge growth potential, given its unique positioning in the mid-mass market sports shoe segment, with prices well suited to the Indian consumer
Encouraging outlook as the company transforms from a uni-segment entity to a more diversified play after the merger. Second quarter saw a decent growth in disbursement, coupled with improving margins, asset quality and credit cost
There is an over-arching pattern in the apparently conflicting trends in the oil & gas space. One has to see through the complexities to make sense
VIL’s growth has been supported by the upgradation of its product portfolio and newer market coverage
With commodity prices softening and supply-chain challenges resolving, the company is poised to grow as it focuses on high-margin businesses
Given the bank’s hunger for growth with quality, earnings growth is likely to be steady in the next five years
PB Fintech has reported a strong business growth momentum and says profitability is in sight. Moreover, the revised draft regulatory proposals released by IRDAI on November 23 reduces regulatory risks on commission.
Long-term performance and re-rating of this stock depends on successful execution of the planned projects
The combination of fundamental and technical factors would keep the stock range bound despite improved operating performance and reasonable valuations
What continues to boost our confidence in the company is the encouraging demand across segments and its leadership position.
Going ahead, investment in new initiatives would restrict margin improvement and we expect Nykaa’s EBITDA margins in FY23 to remain below the FY21 levels. The fashion business is expected to remain loss-making at the EBIDTA level in the near term
The sharp fall in industrial volume was led by the shutdown of the Morbi-based ceramic plants and the favourable economics of switching to propane.
Stable demand trends are positive for the company, but inflation and global tightening can affect business momentum
For RateGain, sectoral tailwinds are strong and the company is geared to maximise this opportunity with its own suite of products and possible addition through the inorganic route
The company is set for higher earnings in the coming quarter with margins stabilising and execution improving
ABFRL is a comprehensive apparel player, and it is likely to further strengthen its presence in the industry.
The gaming company’s operational performance has been consistent over the past few quarters, but the change in the macro landscape is a challenge
Higher steel production will lead to higher iron ore consumption; domestic prices are at a steep discount to import prices.
The near-term growth profile is blurred by a potential decline in realisations and the persistence of demand weakness
The CGD sector is heavily dependent on priority sector gas allocation, which has come down to around 90-93 percent, forcing them to use expensive contracted & spot LNG gas to fill the gap
Exports of steel remains unprofitable given that import prices are lower than domestic prices.