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

Ideas For Profit | Does a V-shaped recovery in PVs and attractive valuation make Subros a good investment bet?

Subros, a leading manufacturer of thermal products for automotive applications in India, posted a strong performance in the quarter ended December 2020. A sharp recovery in the demand for passenger vehicles (PV) and commercial vehicle (CV) coupled with localization efforts to improve profitability provides enough reasons to be upbeat about the prospects of the company.

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

Subros: Strong performance, available at attractive valuations

A sharp recovery in demand for passenger vehicles (PV) and commercial vehicles (CVs) coupled with the localisation effort to improve profitability make us upbeat about Subros

Engineers India: More room for growth

Strong order book recovery in execution to support growth for EIL in coming quarters

Value innerwears: Is the growth momentum sustainable?

Minda Corp: Stellar Q3, promising outlook, available at attractive valuations

What is encouraging about Minda Corp is it continues to get new orders and that translates into earnings visibility

Ambuja Cements: Cyclical recovery under way

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

Privatisation of GIC Re: Will the government bite the bullet?

If the public sector reinsurer is privatised, it will unlock huge value

Lemon Tree Hotels: Better placed to ride the revival wave

Bharat Forge — Wait for correction to enter

While the domestic demand outlook for Bharat Forge is promising, weakness in international markets due to oil and gas is expected to remain in the near term. New focus areas, however, are expected to drive growth

ION Exchange: What ails this company?

Drop in revenues and lower order book raise concerns over ION Exchange's near-term growth

Nestle India: Why this stock should continue to find takers

Key thing to watch for Nestle India is the success in innovative product launches

Motherson Sumi: Still good after the sharp rally?

BS-VI emission norms and the EV play provide a good opportunity for growth in revenues and a gradual increase in margins

RailTel IPO – Are investors in the right network?

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

Ashok Leyland riding well on economic recovery

The outlook for Ashok Leyland is promising as demand has picked up pace and is registering growth compared with pre-Covid levels. Further, its strong product portfolio and an increase in market share augur well

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

Burger King: Is it the right time to taste the 'Whopper'?

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

Eicher Motors – Time to take the premium ride?

The company’s bike and commercial vehicle segments saw a sharp improvement over last year’s numbers. The result allays fear about disruption in premium consumption due to the pandemic.

NTPC: Attractively valued despite strong earnings visibility

Earnings recovery coupled with attractive valuation to keep the NTPC stock high

Titan: Glittering performance to continue

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