Polycab India: Encouraging consumer sentiment to drive recovery

Polycab is well positioned to gain from premiumisation and economies of scale that will lead to significant margin expansion and improved profitability

Ambuja Cements: The strength continues

Ambuja Cements' cost structure is expected to improve while strength in the commercial construction market as well as government-backed infrastructure spending will aid the overall growth in the next 3-6 months

Asian Paints: Strong Q2 volume growth brightens outlook

The gross margin of Asian Paints stands to benefit from structurally lower oil prices while the company’s pricing power offers downside protection should oil prices move higher

UltraTech – Outstanding results amid market disruptions

With economic activities gathering pace, the cyclical recovery in the cement sector seems under way. The stock of UltraTech trades at its highest levels since January 2020

Rallis India: Weak quarter; better to avoid

While Rallis has tried to diversify into exports, seeds and CRAMs business, it lacks product differentiation

CSB Bank: Q2 earnings surge, will stock price follow?

CSB Bank is well on track to transform into a new-age private sector bank

ACC: Q3 earnings underpin a positive outlook

With revenues returning to pre-COVID levels, ACC has structurally improved its underlying profitability, and therefore, could surprise on the upside

HDFC Bank: Resilient performance will drive valuation re-rating

Given the stellar performance and the high probability of the valuation getting re-rated, HDFC Bank is a must buy stock and should form part of every investor’s core portfolio

Ideas for Profit | Are all virtues of Mindtree's business model captured in the price?

In this edition of Ideas for Profit, Moneycontrol's Sakshi Batra discusses the second-quarter performance of Mindtree and whether investors should book profits or wait to buy the lows.

Indostar Capital – valuation re-rating on the cards?

The equity capital infusion has strengthened Indostar’s capital and liquidity position and its ability to grow the book organically

Monsoons – At least something was good in 2020

Healthy monsoon indicates a strong harvest this kharif season. Good soil moisture and water reservoir levels indicate a strong Rabi produce. That's positive for agri focussed companies

Venky's – Worst is behind, demand on the mend

The change in consumer preference provides the company an opportunity to augment its portfolio and enhance its presence in the ready-to-eat and ready-to-cook non-veg food market.

Where is crude oil heading?

Rising production is leading to a bearish momentum in crude oil prices

GM Breweries Q2 FY21: On the path of recovery

GM Breweries has exhibited volume growth of 5-7 percent on a historic basis with a potential to grow at similar rates once the overall macro environment improves

Gas price revision – Who gains, who loses?

Downward revision in gas prices negative for upstream gas players, but positive for downstream gas marketing companies, fertilisers, tiles and power sectors

Finolex Industries: Growth lags, but balance sheet provides stability

Challenges are expected to persist in the near term, but weak competition and government reforms should pave the way for secular growth for Finolex beyond FY21

Farm deregulation reforms – How they stand to bring about a systemic change

The implementation of agri reforms calls for the development of a parallel country-wide infrastructure for the sale and purchase of crops

This small-sized housing finance company shines amid challenging times

Considering Aavas’s growth potential, we believe that the premium valuation will sustain

Transport Corporation of India: Outlook improving, but wait for the right level

The positive momentum for TCI is set to continue in the second and the third quarter though volumes are likely to be lower than last year's as the outlook for fiscal FY21 remains a worry

UTI AMC: Good long-term bet available at reasonable price

Are domestic city gas distribution players at risk?

Investment Strategy: Is a NIFTY ‘melt-up’ on the cards?

The fundamentals as well as stock valuations assume little importance at this point of time, but will ultimately come into play once the euphoria blows off to the top with NIFTY surpassing lifetime highs of 12,300

Emmbi Industries: The rural market should save the day

The conservative style of Emmbi Industries in terms of cash flows and investments provides additional comfort in these challenging times

Bharat Rasayan: a good bet for the long-term investors

Bharat Rasayan is positioned to benefit from a move towards patented high margin products and CRAMS in the long run

Spandana Sphoorty -- Business getting back on track, will the stock price follow?

The third largest NBFC-MFI in terms of assets managed as of June has seen its collection efficiency improving from a mere 2 per cent in April to 92 per cent in August