Page 8 - Devangshu Datta

Robust production, new initiatives to drive growth for Coal India

NRS offtake may remain high, leading to higher blended realisation because power plants with FSA have sufficient supply

Clear skies ahead: Strong long-term gains for IndiGo as demand rises

Post-merger of Air India and Vistara, the top two players will hold around 90 per cent domestic market share together. However, IndiGo's superior cost structure is a likely differentiator

Godrej Properties on solid growth foundation amid strong pre-sales

Pune, Bengaluru and Hyderabad will drive growth in the near term in contrast to the prior two years when it was NCR and MMR

Navigating the hype-reality divide

From connectivity woes to infrastructure advancements and the startup boom, there is a gulf between claims and reality in India's economic landscape

Earnings boost for Dr Reddy's Lab post consumer healthcare acquisition

In India, DRL has an OTC portfolio in the hydration, cough-cold-allergy, and skin care categories

Loan growth likely to drive further gains for LIC Housing Finance

Loan growth was low due to technology upgrades to the platform in H1FY24, though momentum improved in H2FY24

Investors should focus on larger cement players as outlook improves

Cement demand should improve with the focus on affordable housing, and strong demand from commercial real estate, and possible pick-up in industrial capex

Strong growth metrics gives food aggregator Zomato an edge over Swiggy

Zomato's existing live event business -- Zomato Live -- is currently posting a revenue run-rate of Rs 350-400 crore

Robust summer demand across fans, ACs to drive gains for Havells India

Management says Havells aspires to be among the top-5 players in large kitchen appliances (market size around Rs 12,000 crore) where it has made a foray

Demand triggers remain strong for Cummins India, Kirloskar Oil Engines

The share prices of both KKC and KOEL have more than doubled in the last 12 months but KOEL has gained 239% while KKC is up 121%, both are on the buy lists of brokerages

Valuation of Coromandel International stock captures positive outlook

The overall revenue for March quarter came in at Rs 3,910 crore and was down 29 per cent Y-o-Y, due to lower subsidy and reduced volumes in the fertilizer segment

Regulatory concerns key hurdle as pvt general insurance players gain share

The implementation of Ind-AS 117 and its assumptions on liability and other insurance-related changes in regulations could be a future cause of concern

Analysts bullish on Nykaa's outlook for beauty and personal care business

Nykaa is also targeting holding BPC margins close to the current levels while fashion is expected to hit breakeven by FY26

Demand revival may keep rally going for ball bearing industry majors

The Q4FY24 period saw volume and revenue expansions for most domestic players and many also registered margin expansions

Short-term margin overhang likely for Tata Communications stock

Achieving this will require higher capex and opex, totalling $300 million in FY25, and is projected to be at a capex-to-sales range of 10-11 per cent. By FY27

Navigating a MAD world

Mutually assured destruction is the cornerstone of strategies to prevent nuclear war, but the leaders in charge of the codes hardly inspire confidence

Strong prospects already priced in for Crompton Greaves after Q4 results

While there's bullish consensus on the company's future performance, the stock has gained over 40 per cent in the last six months and valuations may become stretched

Price hike, capex moderation key for further gains in Bharti Airtel stock

Valuation is where analysts remain divided, given different assumptions on tariff hike quantum and on capex moderation

Stable policy, revenue visibility, regulated margins triggers for NTPC

The receivables situation may become significant, given the prior history of the power sector

New government to boost infrastructure sector, but expect some hurdles

Core sector growth rose to 6.1 per cent YoY in Apr'24 over Apr'23, as every sector except fertilisers and cement saw strong growth