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  • Polycab India: Encouraging consumer sentiment to drive recovery Oct 28, 2020 09:57 AM IST

    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 Oct 28, 2020 09:05 AM IST

    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 Oct 23, 2020 09:26 AM IST

    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 Oct 22, 2020 09:18 AM IST

    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

  • CSB Bank: Q2 earnings surge, will stock price follow? Oct 20, 2020 11:11 AM IST

    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 Oct 20, 2020 09:55 AM IST

    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

  • Venky's – Worst is behind, demand on the mend Oct 14, 2020 09:05 AM IST

    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.

  • GM Breweries Q2 FY21: On the path of recovery Oct 09, 2020 09:07 AM IST

    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

  • Finolex Industries: Growth lags, but balance sheet provides stability Oct 07, 2020 09:32 AM IST

    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

  • Transport Corporation of India: Outlook improving, but wait for the right level Sep 30, 2020 10:26 AM IST

    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

  • Investment Strategy: Is a NIFTY ‘melt-up’ on the cards? Sep 28, 2020 09:45 AM IST

    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 Sep 25, 2020 09:42 AM IST

    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

  • Perrigo’s pain is a windfall for Cipla, Lupin Sep 18, 2020 02:21 PM IST

    Perrigo’s pain is a windfall for Cipla, Lupin

    This recall of Albuterol product by Perrigo has an immediate positive impact on the sales of similar respiratory products by competitors such as Cipla and Lupin

  • Associated Alcohols - Is it time to say cheers? Sep 18, 2020 10:22 AM IST

    Associated Alcohols - Is it time to say cheers?

    Liquor consumption presents an attractive opportunity in India for Associated Alcohols & Breweries (AABL) as the country has a large young population and remains an underpenetrated market in the alcoholic beverage segment

  • HeidelbergCement: Merits a review for inclusion in shopping list Sep 15, 2020 09:38 AM IST

    HeidelbergCement: Merits a review for inclusion in shopping list

    The demand recovery for Heidelberg has been swift on account of the normalisation of supply chain and healthy cash flows in rural markets, but its sustenance will be challenged by sporadic lockdowns and rising Covid cases

  • Hawkins Cooker -- Differentiated rural consumer play Sep 11, 2020 09:46 AM IST

    Hawkins Cooker -- Differentiated rural consumer play

    Hawkins Cookers is banking on defensive qualities of consumer-staples, which are generally considered safe havens in stressful times

  • TCI Express: Best to remain on the sidelines Aug 27, 2020 10:01 AM IST

    TCI Express: Best to remain on the sidelines

    While we expect a sequential improvement for TCI Express in the coming quarters, the path to recovery could be painful due to external factors

  • Kajaria Ceramics: Strong balance sheet helps weather storm Aug 26, 2020 09:33 AM IST

    Kajaria Ceramics: Strong balance sheet helps weather storm

    From an operational standpoint, Kajaria has the best in class operating metrics in the industry

  • Concor: Does the weakness present an opportunity? Aug 24, 2020 11:29 AM IST

    Concor: Does the weakness present an opportunity?

    A double whammy of declining sales and higher expenses will weigh on margins and profitability over the next 2-3 quarters

  • A guide to navigate a frothy market: what to avoid, where to book gains and what to buy Aug 21, 2020 09:38 AM IST

    A guide to navigate a frothy market: what to avoid, where to book gains and what to buy

    While there are pockets of the markets that stand to gain in the post pandemic world, many of these stocks will have factored in earnings of many years to justify their current valuation

  • Amber Enterprises: A great company, but valuation not so great Aug 19, 2020 10:46 AM IST

    Amber Enterprises: A great company, but valuation not so great

    While we recognize Amber’s strong execution and management capabilities, the company finds itself operating in an environment influenced by plethora of macro-linked external factors.

  • Berger Paints: Good execution, but valuation tempers excitement Aug 17, 2020 01:10 PM IST

    Berger Paints: Good execution, but valuation tempers excitement

    The stock of Berger Paints has managed to recoup much of the losses even as worries about the profitability and recovery stick on

  • Shree Cement: Too expensive for the sectoral headwinds Aug 12, 2020 04:00 PM IST

    Shree Cement: Too expensive for the sectoral headwinds

    For Shree Cement, past growth will be difficult to replicate owing to its scale and high competitive intensity

  • Dalmia Bharat: Excellent execution in uncertain times Aug 11, 2020 10:50 AM IST

    Dalmia Bharat: Excellent execution in uncertain times

    Dalmia Bharat has historically displayed the traits of a strong business. The June quarter was again quite impressive amidst a weak industrial backdrop.

  • Pidilite Industries: Frothy valuation for a high-quality company Aug 10, 2020 08:17 AM IST

    Pidilite Industries: Frothy valuation for a high-quality company

    Investors should approach Pidilite with utmost caution as we believe the headwinds are not fully priced into the current rich valuations.

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