September 18, 2018 06:09 PM IST
Retail remains a promising industry in the Indian context, given the large consumer base throughout the country.
September 17, 2018 01:00 PM IST
Globally, carbonated drink majors are shifting towards healthier drink options after having experienced stagnancy in the carbonated drinks segment
September 14, 2018 03:36 PM IST
Macro factors such as favourable demand – supply dynamics along with micro factors like margin improvement to aid TNPL’s future profitability.
September 11, 2018 05:36 PM IST
Although there has been a substantial correction in stock prices, we approach the current year with caution given the increasing global uncertainty, rising crude oil prices, growing agitation against higher petrol and diesel prices in domestic markets and government’s unwillingness to reduce taxes on fuel
September 11, 2018 01:28 PM IST
Sustainability of asset growth can’t be taken for granted. The steep hike in funding cost would impact interest margin as the entire hike may not be passed on to end-customers.
September 10, 2018 04:50 PM IST
An oligopolistic nature of the market, higher consumer discretionary spending, wider reach of organised retailers and increased awareness towards health/hygiene should benefit leisurewear companies in the long run.
September 10, 2018 01:14 PM IST
Demand from telecom, within the industrial segment, continues to be a spot of bother. What is eating into the profitability of battery manufacturers is higher lead and sulphuric acid prices
September 07, 2018 02:50 PM IST
While the volumes will continue to grow at a healthy pace due to shorter replacement cycles (reduction in warranty period) and deeper market penetration, the margins will certainly suffer on account of reduction in selling prices.
September 06, 2018 04:48 PM IST
Finolex Industries will continue to grow at a steady pace for the next couple of years as the management is seeing strong traction in high margin CPVC business, which registered 70 percent volume growth in Q1 FY19
September 06, 2018 03:57 PM IST
A plethora of factors like trade wars, weather anomalies in the US, inability of nations to boost production have inundated a negative sentiment, leading to the firing up of oil prices
September 05, 2018 06:45 PM IST
Hotel companies reported an encouraging performance amid rising room rates and occupancies. With a favorable supply demand situation we stay positive on the growth story for the sector
September 04, 2018 12:56 PM IST
Short term concerns such as change in axle norms and mandatory long term third party vehicle insurance could dampen demand from original equipment manufacturers
September 03, 2018 01:25 PM IST
The commercial vehicle segment continues to remain strong on the back of factors like normal monsoon, improved rural sentiments and investment in infrastructure
September 03, 2018 11:51 AM IST
With increasing capacity utilisation across regions, cement prices are expected to firm up after the monsoons and should aid margin recovery, which appears to have bottomed out
September 03, 2018 09:20 AM IST
While improved margin profile would be moderated by increased competitive intensity, the recent decline in stock prices offer some opportunity to keep an eye on
August 31, 2018 09:13 PM IST
While Relaxo and Sreeleathers reported healthy top-line growth YoY, Bata was the standout performer on the margin front.
August 30, 2018 02:00 PM IST
While the bearings sector looks interesting from a growth versus valuation standpoint, we like SNL Bearings, Menon Bearings and NRB Bearings
August 29, 2018 07:29 PM IST
While the rupee’s depreciation against the dollar in recent times could offer some respite to home textile majors, the near-term outlook for the sector as a whole is far from promising.
August 29, 2018 03:58 PM IST
Given the overall momentum in crude oil prices, we expect both companies to be comfortable as far as revenue is concerned
August 29, 2018 02:44 PM IST
Asian Granito has been consistently delivering industry-leading double-digit volume growth for the past few quarters. It continues to expand its retail footprint in an aggressive manner and is focusing on value-added products to enhance margins
August 27, 2018 02:40 PM IST
Both these companies trade at rich valuations given the high growth prospects in light of sector opportunities: GST, e-way bill and axle norms
August 20, 2018 03:24 PM IST
Market leadership, marquee clients, focus on developing technologically advanced products and adoption of LED-based products provide improved earnings visibility for the companies and therefore merits investor attention
August 16, 2018 04:19 PM IST
The financials of airline companies are clearly feeling the heat, despite an increase in passenger traffic, improving utilisation and government’s accommodative policy
August 02, 2018 04:18 PM IST
The revival of the rural economy and expectations of normal monsoon continue to make the outlook positive for the tractor segment.
July 27, 2018 06:56 PM IST
We prefer Ambuja over ACC as the latter has a higher fixed cost structure and lags much behind its peers in terms of operating margins.
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