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Oct 28, 2020 09:57 AM IST Polycab is well positioned to gain from premiumisation and economies of scale that will lead to significant margin expansion and improved profitability
Oct 28, 2020 09:05 AM IST 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
Oct 23, 2020 09:26 AM IST 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
Oct 22, 2020 09:18 AM IST 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
Oct 20, 2020 11:11 AM IST CSB Bank is well on track to transform into a new-age private sector bank
Oct 20, 2020 09:55 AM IST With revenues returning to pre-COVID levels, ACC has structurally improved its underlying profitability, and therefore, could surprise on the upside
Oct 14, 2020 09:05 AM IST 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.
Oct 09, 2020 09:07 AM IST 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
Oct 07, 2020 09:32 AM IST 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
Sep 30, 2020 10:26 AM IST 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
Sep 28, 2020 09:45 AM IST 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
Sep 25, 2020 09:42 AM IST The conservative style of Emmbi Industries in terms of cash flows and investments provides additional comfort in these challenging times
Sep 18, 2020 02:21 PM IST 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
Sep 18, 2020 10:22 AM IST 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
Sep 15, 2020 09:38 AM IST 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
Sep 11, 2020 09:46 AM IST Hawkins Cookers is banking on defensive qualities of consumer-staples, which are generally considered safe havens in stressful times
Aug 27, 2020 10:01 AM IST While we expect a sequential improvement for TCI Express in the coming quarters, the path to recovery could be painful due to external factors
Aug 26, 2020 09:33 AM IST From an operational standpoint, Kajaria has the best in class operating metrics in the industry
Aug 24, 2020 11:29 AM IST A double whammy of declining sales and higher expenses will weigh on margins and profitability over the next 2-3 quarters
Aug 21, 2020 09:38 AM IST 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
Aug 19, 2020 10:46 AM IST 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.
Aug 17, 2020 01:10 PM IST The stock of Berger Paints has managed to recoup much of the losses even as worries about the profitability and recovery stick on
Aug 12, 2020 04:00 PM IST For Shree Cement, past growth will be difficult to replicate owing to its scale and high competitive intensity
Aug 11, 2020 10:50 AM IST Dalmia Bharat has historically displayed the traits of a strong business. The June quarter was again quite impressive amidst a weak industrial backdrop.
Aug 10, 2020 08:17 AM IST Investors should approach Pidilite with utmost caution as we believe the headwinds are not fully priced into the current rich valuations.
