Ideas for Profit

Ideas For Profit | Why Sapphire Foods has all the right ingredients for a good long-term investment

Sapphire Foods had a decent listing on the bourses last week. MC Pro expects to see improvement in margins and expects SFL to turn profitable in FY23. Here's why investors with a long-term view should add SFL shares to their portfolio​.

Ideas For Profit | Why should investors look at Mas Financial despite a weak show

Mas Financial did not pile up toxic assets during the pandemic, unlike other lenders in the unorganised sector. In spite of the challenges, the company has maintained the balance sheet quality. With a better quality of balance sheet and its focused approach to quality-driven growth, the earnings trajectory looks promising from FY23.

Ideas For Profit | Va Tech Wabag: A reasonable opportunity for re-rating?

Covid-led stress is easing and the industries are back on incurring capex. Among these companies, Va Tech Wabag continues to witness strong traction as customers take higher deliveries and the company expedites execution. The stock is trading currently at 14x its FY23 expectations. We at MC Pro believe that the stock offers a reasonable opportunity for rerating.

Ideas For Profit | Which Gold Financing Company Stock To Bet On?

Gold financing took the hot seat after the first wave of the pandemic with every lender flocking into this business given the large stock of gold holding lying idle in the Indian household, and easy access to liquidity for borrowers by pledging the same, to tide over the pandemic-led liquidity crunch. Since gold financing business will continue to deliver promises, which stock then is the right bet for investors? Watch this video to find out.

Ideas For Profit | Hero MotoCorp: Premiumisation, EV push & robust demand to drive stock re-rating

The financial performance of Hero MotoCorp in Q2FY22 improved on a QoQ basis driven by pickup in demand, improvement in realisation and cost reduction efforts undertaken by the company. In terms of demand outlook, customers’ preference towards personal mobility, positive rural sentiment, and new products, especially in the premium segment, are likely to aid demand. Here’s why MC Pro is betting on the stock

Ideas For Profit | Why Page Industries is an attractive stock despite high valuation

At current price, Page Industries’ stock is trading at P/E of 72x its FY23 projected earnings. The valuation is at the higher end of its long term historical averages. However, there is visibility of robust earnings growth over the next three-four years, which will sustain the premium valuations of the company. Here’s why you should add the stock to your portfolio

Ideas For Profit | Thangamayil Jewellery: Sustained earnings growth to drive stock price

Demand environment is strong as Thangamayil Jewellery is witnessing higher ticket size per bill, and has resumed store expansion plans. As the topline picks up and the company enhances share of silver and diamond jewellery, margins would improve. Find out how

Ideas For Profit | Goldiam International: Will this niche jewellery manufacturer sustain strong performance?

Goldiam International registered strong results yet again, delivering the best ever quarterly sales performance. Though the stock is up 2.7x since our recommendation in April 2021, it looks set to deliver strong earnings going ahead, which would continue to drive the stock higher. Here’s why

Ideas For Profit | Sapphire Foods IPO: Betting on valuation discount & likely margin improvement

The IPO of Sapphire Foods Limited (SFL) has come at a time when quick service restaurant (QSR) players are witnessing a sharp drop in COVID cases and all QSR players are getting aggressive on store expansion given the lower penetration levels as well as an expected consumer shift towards trusted and hygienic brands in the post-COVID era. How does SFL stack up against peers, and should you subscribe to the offer, find out in this video

Ideas For Profit | Strong quarter from Airtel, buy the stock for long term

Bharti Airtel reported a strong set of numbers for Q2FY22. Despite the stock’s upmove, MC Pro sees further 10%-plus upside from current levels, and recommends investors to accumulate with a long-term view. Here’s why

Ideas For Profit | Tata Motors: Strong standalone result arrests impact of poor JLR show, chip shortage

Tata Motors’ Q2FY22 results were impacted by the shortage of semiconductors, especially Jaguar Land Rover’s performance. However, the stellar performance from standalone (domestic) business is noteworthy, which helped partially arrest the weakness in JLR.

Ideas For Profit | Adani Ports & SEZ: how Concor acquisition can lead to stock re-rating

Despite hiccups in global trade, and other factors such as higher commodity prices, supply constraints, coal crisis and spike in crude oil prices, Adani Ports reported a good set of numbers for Q2FY22. A slew of factors such as integration of recently acquired assets, market share gains, higher coal volumes, spurt in cargo business and an economic recovery-led jump in core business should support its strong guidance for the current fiscal. Here’s why MC Pro believes the stock could be a potential re-rating candidate.

Ideas For Profit | Axis Bank: Valuation gap with private sector peers to narrow with return of growth

Axis Bank’s Q2 earnings showed the bank as a winner in terms of asset quality, but lagging in growth. The stock has underperformed both the Nifty and the Bank Nifty in the past three months. However, we see Axis Bank as a long-term winner that stands to close the valuation discount with peers as caution gives way to optimism and execution. Here's why

Ideas For Profit | Ami Organics down 30% from highs; should you invest in the stock?

Ami Organics has corrected by 30 percent from its highs, broadly in line with the collapse in select midcap stocks. Management continues to be positive on the near-term outlook and expects sequential uptick in topline in the coming quarters. Watch the video to find out what leads us to evaluate the investment case for Ami Organics

Will ICICI Bank’s Stock Continue To Outperform Nifty & Bank Nifty? | Ideas For Profit

ICICI Bank posted robust earnings in the second quarter of FY22. Its net profit surged to Rs 5,511 crore in Q2, a growth of 30% YoY. We had pointed out that the surge in earnings aided by strong top-line growth and limited provisions will accelerate the re-rating of the stock and Q2 FY22 earnings re-affirm our stance. Here’s why MC Pro believes it still makes for a good investment bet.

Ideas For Profit | Why investors should buy TVS Motor stock despite commodity price inflation

Despite significant challenges due to commodity-linked raw material prices, TVS Motor has been able to post a QoQ growth of 106 percent in its EBITDA, which came in at Rs 563 crore -- highest ever quarterly number. EBITDA margins also expanded by 307 bps as a result of rich product mix, aggressive cost-reduction measures and price hikes undertaken by the company.

Ideas For Profit | Why Shakti Pumps can yield returns despite pressure on margins & revenue

Shakti Pumps has seen a strong recovery in earnings from a negative EPS of Rs 7.7 in FY20 to Rs 41/share in FY21. This also reflect in its share price, which jumped from a low of around Rs 120 levels in March 2020 to currently at Rs 700 per share. Considering that the earnings remain stable and revenue visibility is high, the stock still offers good opportunity. Here’s why.

Ideas For Profit | This cement stock looks promising despite cost challenges

ACC has rallied more than 40 percent YTD and is trading close to its 52-week high. In terms of valuations, it is now trading at 11 times CY22 EV/EBITDA and therefore, investors should wait for some pullbacks to accumulate the stock with a long-term view. Here's why.

Ideas For Profit | Will Devyani International's expansion strategies make the stock worth a taste?

Devyani International Ltd is set to gain from the easing of COVID restrictions in India. With an improving scale of operations and margin profile, the company is expected to break even in FY23. At the current market price, the stock is trading at about 27x FY23 projected estimates. Here's why MC Pro recommends investors to add the stock to the portfolio.

Ideas For Profit | HDFC Bank reports healthy Q2 results; Will the stock’s underperformance reverse?

MC Pro sees HDFC Bank’s promising growth outlook to outweigh near-term concerns on margins and uptick in the restructured book. Given ROA of above 1.9 percent and ROE of around 16-19 percent, we believe valuations can revert to above historical mean levels, which along with earnings growth can lead to meaningful upside in the stock price over the next year. Here’s why.

Ideas For Profit | How Infosys’ stock can reduce valuation gap with IT bellwether TCS

Robust revenue acceleration, operational efficiencies and strong commentary on demand prompted Infosys to revise its guidance upward. With the stock underperforming Nifty and IT index in the past three months, we see a catch-up in stock performance and likely closure of the valuation gap with bellwether TCS. Here’s why MC Pro recommends you to add the stock on every decline.

Ideas For Profit | Can Tata Motors stock rise further post EV deal with TPG?

Tata Motors has signed a pact with TPG Rise for equity funding of $1 billion for a stake of 11-15 percent in a separate entity that will be created to focus only on electric vehicles. What are the deal contours and can drive a further stock upside? Let’s find out

Ideas For Profit | Vidhi Specialty Food Ingredients

The Indian food colour industry is set for dominance due to sharp capacity expansion and end market expertise. Over a longer term, we find this space structurally strong with steady opportunity in defensive categories of food, pet food, personal care and pharma. Here’s the stock we recommend to play on this upcoming theme. Tune in to know more!

Ideas For Profit | Stocks to ride the EV opportunity in India

In a bid to move towards cleaner energy, the world has been moving away from ICE-driven vehicles to battery-driven electric vehicles (EV). The progress thus far, has been slow. However, with technological advancement and reduction in costs, EV penetration is expected to grow exponentially. MC Pro has identified companies across the EV ecosystem that could benefit from pick-up in EV penetration.