Ideas For Profit | With construction sector growth back on track, here are some stocks to hedge your bets

The construction sector, which contributes 9 percent to India’s GDP, is back with a bang. The high leverage business saw a strong recovery in execution and growth on a year-on-year basis with companies reported double-digit growth in profitability. With growth back on track which are the stocks to hedge your bets? Watch the video to find out. 

Cera Sanitaryware – Riding the housing market boom

While rural markets are stable, the resurgence in industrial activity and pent-up demand from tier 1 markets are driving the uptick in business volumes for Cera

Construction sector: Back on growth highway

We remain positive on our high conviction ideas -- companies with lower debt to equity and better execution capabilities -- such as KNR, PNC and HG Infra which we believe could take full advantage of the infra boom

HeidelbergCement India: Mixed Q3, but long-term growth prospects remain solid

Going by the management commentary and the allocations in the Union Budget for infrastructure and housing, FY22 could be a year of strong volume recovery for HeidelbergCement

Aarti Industries: Conviction backed by heavy capex

Capex projects for Aarti Industries are on track and are backed by a budget of about Rs 1,000-1,200 crore per annum for the next 4-5 years

Investors' Dilemma: Should you chase the overvalued tech and consumer stocks that keep going up?

Investors need to focus on real economy facing capital intensive business to ride the next wave of secular wealth creation

Ideas For Profit | Heranba IPO: A short-term pop or a long-term compounder?

For this company, unlike its peers, China remains a major export destination. As its IPO takes off today, should you give it a look?

Reliance Industries: On a four-lane superhighway

The proposed reorganisation of the O2C business adds to the prospect of raising growth capital, which in turn will serve as a catalyst for the legacy growth engine of RIL

Heranba IPO: A short-term pop or a long-term compounder?

Coming to valuations, Heranba appears reasonably priced, given its return ratios and margin profile. The key aspect that differentiates is that China is a major export destination for the company.

Ambuja Cements: Cyclical recovery under way

In CY21, the industry participants expect volume to grow 15-17 per cent from a low base

What has this Vitamin D API maker to offer beyond Covid opportunity?

Fermenta Biotech’s near-term growth for the Human Vitamin D3 volume is contingent on commissioning of the Dahej plant in the current quarter

Weekly Tactical Pick | Aurobindo Pharma

Valuation at a discount to peers, but significant scope for margin improvement

Has Chandra been able to beat market expectations since he took over as Tata group chairman?

The market cap of the Tata group’s listed companies has risen at a faster clip than the Nifty during Chandra’s stint. The dependence on TCS for profits continues, but customer-facing businesses have gained

Lemon Tree Hotels: Better placed to ride the revival wave

Which life insurance stock should investors bet on?

While COVID-19 turned out to be a speed breaker for fast-growing life insurers, the structural growth story of the insurance sector remains intact

Amber Enterprises: Growth stock with multiple catalysts

Amber is in a strong position to capitalise on growing demand for electronic components because of a host of factors

HEG: From value play to recovery play

According to HEG management, the industry level inventory has swiftly normalised, which points to higher utilisation levels and pricing growth in electrodes in the near term

NOCIL: Execution exceeds expectations

NOCIL has set its growth guidance of an 8-10 percent increase in FY21

ACC: Resilience in 2020; recovery likely in 2021

The 2021 outlook for cement demand appears encouraging due to higher government spending in infrastructure, but the sustained increase in pet coke and oil prices poses some risk to its margin profile

Berger Paints: Stellar show, but can you invest?

Berger’s share price has risen by 40 percent in the last 6 months beating the consumer index by a wide margin

Aurobindo Pharma: Vaccine and API plans inject add-on growth levers

In the injectables space, Aurobindo Pharma remains constructive and targets to almost double from current annual sales base of $380 million to $650-700 million in three years backed by new plants in the US and Vizag

Dixon Technologies: Earnings at inflection point

The Street is cognizant of the exciting growth prospects of Dixon and, therefore, the stock has more than quadrupled in the past 12 months

Balaji Amines: Take some profit off the table?

Coming to near-term prospects, next year, Balaji Amines should benefit from additional volume from higher capacity, helped by firm demand in the pharma end-market

Titan: Glittering performance to continue

Earnings visibility is strong for Titan over the next one to two years

Crompton Consumer – Excellent long-term compounder

Given that the stock has been a big winner in recent months and has already doubled from Mar-20 lows, the valuations definitely appears optically expensive based on FY22/FY23 earnings.