Despite a weak Q1, NCC has retained the guidance for FY26 growth and order inflow
The company’s long-standing relations with MNC customers can help it navigate the US tariff headwinds
Poised to maintain growth momentum with a sustainable business model
Heightened competitive intensity and the entry of new players have eroded the profitability of incumbents
Equity infusion and prudent leverage to give VEL financial flexibility to capture opportunities in emerging areas
Healthy earnings growth, but asset quality and elevated credit costs weighed on the stock’s performance
The company is optimistic about volume growth despite US tariff challenges
The company likely to report gradual improvement
With a strong order book and expanding capacities, the company is well-positioned to outperform peers with superior returns
Volume recovery rather than margin resilience to determine the stock performance going forward
A possible taxation shock could create near-term demand headwinds
Downside risks limited, while emerging segments such as nuclear and clean energy can drive a re-rating
The transaction should add about 3 percent to the company’s top line
The Industrial Gas segment, the largest revenue contributor, declined 9.5% due to US tariffs. However, the company says there are very few suppliers in the US and tariffs apply mainly to steel components.
Demand for high-end healthcare facilities remains strong; however, the company’s valuation appears demanding
A strong balance sheet and cash flow generation over the next two years would enable EIHL to undertake planned expansion.
The company is ramping up capacity & diversifying portfolio, though the valuation captures much of the optimism
The company is poised for robust growth and expansion
The company is embracing clean energy transition, but the valuation is high
Near-term costs like employee additions, distribution spends, and inorganic integration may weigh on margins, but backward integration and scale efficiencies should cushion profitability.
Key growth drivers will be the new set of product lines belonging to the aroma industry
The proposed tax rejig could lead to a fiscal stimulus of roughly 50 basis points of the GDP
ROHL is aggressively expanding presence, and, under Vision 2030, it is targeting 3x reach in hotel properties and 2.3x reach in hotel keys
Max plans to increase its capacity by ~70 percent to reach ~9,000 beds by FY28.
The sops come at a time when the country is exhibiting slowdown in demand trends across urban and rural markets