Mcresearch

The company is embracing clean energy transition, but the valuation is high

Dhanuka Agritech Q1 FY25: Another resilient quarter; outlook remains positive

Supported by a good monsoon trend, the management expects to achieve a lower double-digit revenue growth in Q2FY25.

Weekly Tactical Pick –This private bank major offers big value

Near-term earnings volatility an opportunity to buy the stock

Dr Reddy’s: Watchful of the Revlimid cliff

In times to come, the company may gear up for new inorganic initiatives to improve its market share in India. In the meantime, margins may moderate

Hindalco Q4: Strong operating performance by Novelis

India aluminium business will see lower cost on the back of captive alumina and better captive coal linkages

Rallis India finishes Q4 FY24 on a weak note

The company could lag industry growth in FY25 as the export market remains muted

Gland Pharma: Does it still offer value after a strong run?

Though the management mentions that Cenexi has a decent clientele and the order book can be leveraged, an investment of 30 million euros is needed for its revamp

Fed policy: What should Indian investors do as US soft landing plays out?

The FOMC is expecting a longer road ahead in the fight against inflation

Will the Balrampur Chini stock rally last?

Profit soars due to higher crushing and expansion in distillery segment

Amber Enterprises Q2: Strategic initiatives underpin promising outlook

The contract manufacturer is focusing on diversifying revenue mix with a bigger product portfolio

Kotak Mahindra Bank Q2 FY24 – Why the underperformance should reverse

The appointment of a new CEO removes the cloud over leadership change

PVR Inox Q2: Merger synergy, content line-up help deliver blockbuster numbers

Movie lineup for the next two quarters looks robust across different genres; occupancy likely to remain strong in the second half.

Polycab India Q2: Incredible execution justifies the phenomenal stock rally

The stock price has doubled in one year. Going by the recent quarterly performance, Polycab appears well-positioned to achieve its FY26 revenue target of Rs 20,000 crore, much ahead of the stipulated timeline

RR Kabel IPO: Can it electrify an investor’s portfolio?

Though the business enjoys sound fundamentals, the risk-reward appears unfavourable

Blue Star, Voltas hold up in Q1 amid weather disruptions

Growth is expected to continue but margins could be under pressure because of competition

Crompton Greaves Consumer Electricals: Transforming itself for the future

Operational efficiencies and wider market reach should translate into healthy earnings growth going forward

Sun Pharma: Steady growth, but higher valuation

Higher R&D expense, moderation of Revlimid opportunity, higher operational expenses and increased competitive intensity would weigh on the company in the near term. We remain on the sidelines

Heritage Foods: Margin trajectory likely to improve

Investors need to watch out for softening in raw milk prices and growth in value-added products, going forward.

Amber Enterprises Q1: A temporary pause in an otherwise strong growth story

The contract manufacturer is focusing on diversifying revenue mix through various strategic initiatives while expanding existing capacities

Weekly Tactical Pick: Contra call on this chemical pick

Given the growth potential, aggressive investments, and supportive balance sheet, SRF is poised to counter cyclical headwinds better

Coforge Q1 FY24 – Why the premium valuation will sustain

Deal flow momentum and order backlog offer visibility to future growth potential for this IT firm

Havells India Q1: Soft margins, uneven revenue growth leave investors unimpressed

The management projects a healthy revival in core product categories on the back of positive demand trends in the real estate market

Polycab India: Will the stock continue to sizzle after Q1 fireworks?

The company is an excellent play on rising consumer demand and the pick-up in the real estate sector

Will Bandhan Bank’s dismal run end in FY24?

The bank’s stock will not see a sustained rally until asset quality woes in its micro-lending book are decisively resolved

Sirca Paints: Record revenue and impressive guidance

The growth trajectory of the company looks promising on the back of stable financial track record, business strategy, and competitive market positioning