sector analysis

Ideas for Profit | ACC Q3: Margins expand despite sluggish volumes

What RJio’s IUC move means for the parent’s valuation

WeWork IPO shock – Is the private equity bubble about to burst?

Auto monthly sales: No let-up in gloom, festive demand a ray of hope

How the revised domestic natural gas prices impact different sectors

The latest decline is the first downward revision after a span of 30 months and the impact of this will be widespread as natural gas forms a key input ingredient across industries.

Ideas for Profit | Atul Industries: Fiscal stimulus can be a growth enabler

Can the aquaculture sector regain its lost glory?

Wabco and Bosch: Long-term portfolio additions despite sluggish demand outlook

Auto and FMCG | Which companies gain from the tax cut and how may they spend extra cash?

Ideas for Profit | A small but efficient cement manufacturer that offers value at current levels

Fiscal stimulus, with one stroke, changes narrative for India as an investment hotspot

Saudi oil strike | Where is crude headed and how worried should India be?

The cement sector is staying afloat in a difficult market, two stocks that stand out

Ideas for Profit | Weak demand a thorn in tyremakers' Q1, but long-term outlook positive

Hotels disappoint but hopes rise for a better H2 FY20

Pain points are showing up, expect things to improve from second half of 2019-20

Auto monthly numbers: No end to the weakness!

Ideas for Profit | This contract manufacturer is a play on Make in India theme

This stock could be the next Havells

Radico Khaitan brews a solid Q1 blend amid cost headwinds

A consistent fall in debt is having a knock-on effect on interest expenses, which are nosing down

Crompton Consumer– Q1 turns steady; valuations reasonable

From a valuation standpoint, Crompton trades at a significant discount to Havells and offers a favourable risk-reward ratio on a relative basis.

Pidilite Industries Q1 review: Margin expansion drives profitability

Auto numbers for July – The crisis is deepening

Ideas for Profit | Tata Motors’ weak Q1 shows it’s a falling knife; avoid

United Spirits – One-off, cost control add punch to Q1 earnings

Mahindra CIE Q2 CY19 review - A weak outlook, but accumulate for long term