Lower margins but likely market share gains; DCF accretive strategy
Dodla’s revenues increased 40% YoY led by strong 20.3% growth in milk procurement and 51% hig..
A long gestation turnaround
Godrej delivered a price-led growth quarter (+8% YoY) with 4% growth in India volumes (3-year CAGR; down 6% YoY though). HI had a weak quar..
Healthy execution; margin pressure continues
Thermax has delivered strong execution with ~57% YoY revenue growth to Rs16.5bn in Q1FY23 led by 62% and 61% YoY growth in..
Undisputed leader in Indian mattresses industry
About the stock: Sheela Foam (SFL) is the market leader in the domestic mattresses industry with a value market share o..
1*1 with Hindustan Unilever
Inflation is good, volatility is even better (for share gains), for larger, well-managed organisations like HUL, in our view. If FY22 was t..
Strong earnings visibility on large orders in pipeline
About the stock: Hindustan Aeronautics (HAL), the largest defence PSU in India, is engaged in design, developmen..
Too many "put-and-takes
Nazara is up c.15% MTD on the back of WildWorks acquisition and Google’s decision to allow Rummy and Fantasy Sports apps on Play Sto..
Preparing for ambitious journey; opportunities galore
We had a meeting with the management of SRF during which we were briefed on its ambitious journey involving a cap..
Financial services business price discovery; goes expharma a day prior to record date
Piramal Enterprises (PEL) has fixed September 1, ‘22 as demerger of Piramal..
Strong comeback post Covid era
About the stock: Wonderla Holidays is engaged in the business of amusement parks and resorts. It has three operational parks, one each i..
Improved ordering outlook to lead the way
Techno Electric & Engineering Company’s (TEEC) FY22 annual report highlights its strong business from FGD segment m..
Leveraging Patanjali brand, reach for growth
About the stock: Patanjali Foods (PFL) is one of the largest edible oil companies in India with oilseed extraction (mustar..
Rupee weakens against US dollar on Thursday
Euro testing support as Ukraine crisis looms over growth
India rupee sees worst week in seven on new variant
Indian rupee weakens against US dollar on Monday
Currency Squeeze: Rupee expected to weaken further
Midday Review: Sluggish trend continues on street
Escorts Kubota records 38.7% jump in September tractor sales
Turmeric Trading Range For The Day is 6732-6924 - Kedia Advisory
Suzlon Energy to continue with rights issue opening next week
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