Higher revenue visibility for long term.
Bharat Forge Ltd (BFL) is a leading player in the forgings industry. The company is serving several sectors including automobi..
Performance lagging peers
We maintain our SELL rating on Whirlpool of India (Whirlpool) considering: (1) increasing competition expected in refrigerator segment, main ..
Strong brand recall enabling healthy topline growth
Owing to renewed customer interest in cooking appliances (as people preferred home cooked food) Hawkins reported he..
Strong show; growth optionalities lag peers
Q2/Q3 results indicate strong bounce-back by most consumer durable / electrical players. V-Guard Industries (VGRD) too has ..
EBITDA margin surprises positively...
Ratnamani Metals and Tubes (RMTL) reported operationally good set of Q3FY21 numbers. For the quarter, topline came in line with o..
Weak revenues but higher margins due to lower commodity prices
Three pointers to note from Godrej Agrovet’s Q3FY21: (1) There is still lower demand from HoReCa f..
Investments to impact EBITDA, cash flows…
Zee Entertainment reported a good set of Q3FY21 numbers with growth in ad and subscription revenue. Revenues grew shar..
Buy Sheela Foam Ltd For Target Rs. 2,500
SFL’s 3Q revenue grew 26%, a significant beat. We like (1) continued growth in branded mattress (+18%) and recovery in f..
Weak results; maintain Hold
* Q3 sales/revenue/PAT missed our estimates by 19%/36%/45% as volumes and blended ASP came in below expectations. We believe that despite a..
Rising input costs a key headwind to margins
Hero MotoCorp’s (HMCL) Q3FY21 operating numbers beat consensus estimates with EBITDA margin at 14.5% (down 39bps YoY..
Robust operating show again…
Bharti Airtel reported yet another strong operating performance with beat on KPIs such as ARPU, subscriber addition and margins. Co..
Sell National Aluminium Company Ltd For Target Rs. 37 - Emkay Global
* While the topline was in line with our estimates of Rs24bn, EBITDA beat of 13% was driven by a 2..
Rupee strengthens against US dollar on Tuesday
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India rupee sees worst week in seven on new variant
Indian rupee weakens against US dollar on Monday
NDTV touches roof as its digital media business enters into 10 year deal Taboola
SEBI’s upcoming ESG regulation for MFs - Edelweiss Financial Services
Chelsea beat Watford, Man City, Liverpool win away in Premier League
Emkay Alpha Portfolios December 2021 By Emkay Global
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