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IEX continues to reinforce its market leadership with an 83-84 percent share in electricity trading, benefiting from India's increasing power demand and regulatory support. The company is expanding into new trading platforms, including the Indian Gas Exchange (IGX), international carbon exchange, and coal exchange, further strengthening its moat. The anticipated 25% volume growth in FY25, coupled with supportive regulatory environment and a robust balance sheet, IEX offers good growth visibility. Despite regulatory risks, IEX's diversification into newer markets ensures continued competitiveness and earnings visibility.
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Join us for the latest in stock market news as we cover today's key movers and shakers. We dive into Bharti Airtel's stake sale, Gabriel India's new license agreement, Uno Minda's JV for high-voltage powertrain products, Deepak Fertilisers' Australian subsidiary expansion, Zomato's AI-driven customer support platform, and Paytm's new SIP partnership with SBI Mutual Fund. Stay informed with our comprehensive update on the stocks to watch today.
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Aptus Value is an established housing finance company in south India, targeting first-time home buyers in the tier 3/4/5 cities. The company’s market leading position in the low-ticket informal housing finance segment provides good pricing power and higher yield, which helps to protect margins. However, the loan book is riskier, and the asset quality needs continuous monitoring.
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Hindustan Unilever, a top player in the FMCG space, continued to gain market share amid heightened competitive intensity, backed by a wide product basket and presence across price segments. The company is well-positioned to expand its presence in under-penetrated categories in the rural and the urban markets where per capita consumption is low. This will expand the TAM (total addressable market) and drive sustainable growth.
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With a long operating history & a diverse product portfolio spread across various segments, Cello World has emerged as a household name in the Indian consumer space. Cello is continuously launching new products as well as entering new segments to strengthen presence in the consumer space, which is witnessing increasing shift towards branded and premium products. Enhancing distribution reach & improving sales throughput would aid in strong growth.
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Engineers India looks promising, given the strong recent order inflows, attractive valuations, and the possibilities of a rerating.
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Do new age companies look attractive post correction? We ask Nitin Sharma of Moneycontrol. And as usual, we will answer your stock queries LIVE with Osho Krishan of Angel One. Tune in at 8:30 AM.
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Coming up on markets with #SantoAndCJ at 3 PM | #ICYMI What early 2000s can tell you about bear market rallies? Also, Santo & CJ’s take on DLF, 3M India, Atul Auto, Sudarshan Chemicals and Granules India.
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Nifty 50 closed above the 20 DMA on Friday and is likely to cross the 16,400 level. Also, know why Santo and CJ are tracking M&M, JSW Steel, Tata Power, TNS Clothing, and Nykaa.
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Catch Sumaira Abidi in conversation with Gaurang Shah of Geojit Financial Services and Rajesh Palviya of Axis Securities as we answer all your stock queries.
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Aditya Birla Fashion and Retail posted a decent March 2022 quarter performance. The company will scale up its core brand business and is targeting multi-fold growth in new businesses of innerwear and ethnic. Watch the video to know why Moneycontrol Pro has a positive stance on the stock.
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Improving margins, strong balance sheet, healthy return on capital, capacity expansion and a gradual shift to a patented high-margin product mix and CRAMS make Bharat Rasayan attractive
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Allocation of cash from current boost to define future course for Kilpest India
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A weak balance sheet and a high working capital requirement due to delayed subsidies put Chambal Fertilisers in a weak spot
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Airbnb prices defy all rationality. Wait for a leaner season
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Combined macro (favorable sectoral trends) and micro (lesser costs due to digitisation) factors have enhanced ICICI Securities’ earnings
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Performance in most segments of Godrej Agrovet is expected to improve along with normalisation in lifestyles. Its long-term story remains intact
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JSW Energy shares have spiked from their March lows as commercial power consumption recovered after the lockdown. Should investors add JSW Energy to their portfolio? Let's Find out in this edition of Ideas For Profit.
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Higher product registrations in high margin geographies is a positive for margins in the longer run for Sharda Cropchem
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For Coromandel International, an improved product mix is a positive for margins in the long term
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Tata Chemicals' plan for expanding the share of its speciality products business to 50 percent of sales could be a positive and help in improving margins
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DAL’s board has approved Rs 100-crore share buyback at a maximum price of Rs 1,000 per share. This is open from 30 October – 3 November
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The synergies from the acquisition of Arysta have started flowing in for UPL, which is reflected in lower procurement costs
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PI Industries' domestic business has seen strong demand from increasing crop acreage and a timely and well-distributed monsoon
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High debt and delay in subsidy put this agrochemical stock on a shaky pitch
