FUNDAMENTAL RADAR
Fundamental Radar: ICICI Pru Life can see 6% CAGR in VNB over 3 years, here’s why
With IRDAI releasing new regulations related to surrender charges, which are significantly better than the exposure draft, the concern on likely pressure on VNB margins in the non-par segment is now behind. ICICI Prudential Life Insurance has maintained healthy tractio...
Fundamental Radar: Why InterGlobe Aviation is poised for 21% upside in a year? Arun Agarwal explains
InterGlobe Aviation is focussing on growing connectivity to have a larger share of international journeys and investing in systems and operations. The near-term outlook is comforting on both ASK (available seat kilometers) growth and pricing, reflect...
Fundamental Radar: What makes Electrosteel Castings a play in industrial pipes space? Narendra Solanki explains
Over the years, Electrosteel Castings has strengthened its financial position through a strong customer base and repeat orders. It aims to be debt free by FY25 which will enable them to lower working capital requirements in the coming year...
Fundamental Radar: SRF a good bet in the chemicals space as earnings bottoming out, says Sandeep Raina
SRF’s chemicals business faced challenges in the last few quarters amid a seasonal dip in demand for refrigerants and inventory destocking in agrochemicals. However, earnings downcycle has bottomed out, and the company should start seeing a recover...
Fundamental Radar: Six factors make Gabriel India a good bet in auto component space
Gabriel India enjoys a leadership position in the commercial vehicle shock absorber markets with an 89% share. Strong brand equity, market share expansion strategy, focus on profitability, expectation of a rise in content per vehicle, inorganic growth strategies, an...
Fundamental Radar I 5 factors make Lemon Tree a compelling bet in hospitality space: Kruttika Mishra
Lemon Tree Hotels operates about 100 hotels across 64 destinations, in India and abroad, under seven brands. The company has witnessed a strong uptick in performance in the past few quarters on the back of a favourable industry scenario and strong ro...
Fundamental Radar: Why is ITC one of preferred largecap play in a volatile market? Kaustubh Pawaskar explains
In a volatile market environment, higher preference is given to quality largecap companies, and ITC is one of the preferred names as it has carved its growth plan very prudently by focusing on growing the core business, building up the emerg
Fundamental Radar: Three factors seen improving long-term cash flows, earnings of Adani Ports
After clocking robust 24% growth in cargo volumes for the 11 months of FY24, Adani Ports and SEZ is poised to surpass its revised cargo volume of 400 million tonne for the full year. The company is continuously investing in building infrastructure for its l
Fundamental Radar I What makes Delhivery a worthy bet in the logistics space? Amit Agarwal explains
E-commerce players such as Meesho, Amazon.com, and Flipkart are working on driving volumes and meaningfully improving their logistics cost structure. Delhivery stands to be one of the lead beneficiaries as a third party logistics services provider, sa
Fundamental Radar: What can help Cello World evolve as a leading brand in consumer houseware?
Cello World, which is present across consumer houseware, writing instruments & stationery, and moulded furniture & allied products, has delivered strong revenue growth over the last two years. It stands to benefit from the expanding market, with segments li
Fundamental Radar I Sales of this single drug can take Lupin’s US revenue to $1 billion in FY26: Forum Parekh
Lupin has recently grabbed the limelight due to several green shoots such as approvals of key complex generic products in the US, resurgence of regulatory actions, easing input cost pressures, and healthy domestic growth. In this backdrop, t
What makes Adani Ports a preferred bet in transportation space? Amit Agarwal explains
Adani Ports and SEZ saw a healthy 23% growth in cargo volumes during the nine months ended December to 311 million tonne, which prompted the company to raise its FY24 target. Further, the leverage position of the Group has improved significantly. Given the strong g
Fundamental Radar: Why DreamFolks Services can dream big and turn them true?
DreamFolks Services is India's leading airport services aggregator and tech platform, connecting lounges and premium airport facilities with users of bank credit/debit cards. The growing adoption of bank cards presents a substantial opportunity for DreamFolks, particularly
Fundamental Radar I Godrej Consumer poised for 11% revenue CAGR over FY24-26: Kruttika Mishra
Godrej Consumer is focusing on category development through relevant product launches and simplification of businesses to drive consistency in performance and improve earnings growth trajectory. This will aid the company to post 11% revenue CAGR over FY23-2
Fundamental Radar I Three factors that make Bosch a worthy bet in industrials space
Bosch is a leading technology and critical component supplier to leading original equipment makers (OEMs) in the domestic market. The company has been continuously focusing on localization which would result in a shift of operating expenses to capital investments and
Fundamental Radar I What factors are driving favourable risk-reward for Jyothy Labs? Kruttika Mishra explains
Jyothy Labs has delivered industry-leading volume growth for nine consistent quarters. In the near term, growth is likely to be driven by building scale in the fabric care category, focus on increasing share in the personal care category, an
Fundamental Radar I What factors have driven a re-rating of Supreme Industries? Pankaj Kumar explains
Supreme Industries has outperformed industry growth and gained market share in the plastic piping division. Robust volume performance in the piping business, with strong margins and continuous focus on strengthening product offerings, has led to the
Fundamental Radar I Risk-reward attractive in Dalmia Bharat on three tailwinds, says Arun Agarwal
Dalmia Bharat Ltd reported a healthy set of quarterly numbers, with the cement maker gaining further market share in east India during the last quarter. The company’s organic expansion plans are on track and leverage remains comfortable. Given improved
Fundamental Radar: Indo Count’s RoCE may expand to 20% in FY25, says Sandeep Raina
Indo Count Industries is the world’s largest manufacturer and exporter of bed sheets with a capacity to produce 153 million metres of bedsheets. With the recent capex and sufficient capacity, the company is well placed to capture the business upcycle, says Sandeep Rai
Fundamental Radar I Four factors set to drive 18% revenue CAGR for Gokaldas Exports
Gokaldas Exports manufactures and exports diverse apparel products to various fashion brands and retailers in over 50 countries. With benefits such as the China+1 theme, potential free trade agreements with the UK, Canada, and Europe, and a recovery in demand, the co
Fundamental Radar: JK Paper poised for a re-rating on strong business prospects
Major paper companies have entered the next phase of expansion due to high-capacity utilization and strong balance sheet position, which provides good upside potential to the stock from FY26-27 perspective, says Sandeep Raina of Nuvama Professional Clients Group. Fundame
Fundamental Radar: What makes Repco Home an attractive bet in the home finance space? Sandeep Raina explains
Repco Home Finance has been generating one the highest NIM amongst housing finance peers. Given the improvement in credit growth, cost-to-income ratio, one of the lowest credit costs and one of the highest return ratios, the stock is availabl
Fundamental Radar I Three factors seen driving 14% domestic sales CAGR for Mankind Pharma
Mankind Pharma has built a strong distribution network, which, along with its assertive marketing, has helped create mega brands like manforce, prega news, acnestar, health OK. Led by ramp-up of specialty divisions, increased chronic contribution and improved f
Fundamental Radar I Why does Piramal Pharma stock deserve a re-rating? Sandeep Raina explains
Piramal Pharma has a diversified business encompassing contract development and manufacturing business (CDMO), complex hospital generics (CHG), and India consumer healthcare (ICH). The CDMO business is grossly undervalued considering its potential in niche
Fundamental Radar I Three factors to drive 15% sales CAGR for Apollo Hospitals, says Sneha Poddar
Apollo Hospitals delivered better-than-expected earnings for the quarter ended December, with sales, operating profit, and net profit witnessing a double-digit growth. Faster turnaround of Apollo 24/7 business, initiatives to boost occupancy rates, and
Fundamental Radar: Why is Mahindra Lifespace a preferred pick in realty space? Ronald Siyoni explains
Mahindra Lifespace Developers has a strong launch pipeline of Rs 4000 crore, of which it aims to launch more than half of its in FY24. Given its inherent scalability in both residential and industrial leasing, it provides more room for an upside in
Fundamental Radar: 5 factors make Pidilite Industries a preferred pick in paints space
Pidilite Industries is witnessing robust underlying volume growth across categories and geographies, in contrast to the trends seen in FMCG. The ongoing real estate boom has the potential to accelerate demand for the core adhesives that is Fevicol. Net-net, the co
Fundamental Radar I Why is Hero MotoCorp well placed to see further re-rating? Vikram Kasat explains
Likely recovery in rural market, strong demand for premium bikes, expansion of electric vehicle portfolio, and capacity build-up in parts accessories & merchandise (PAM) business are likely to put Hero MotoCorp on a good stead and improve re-rating p
Fundamental Radar: Why JK Cement is best-placed among regional peers? Sneha Poddar explains
JK Cement reported a robust set of numbers for the quarter ended December, and it seems to be best placed among the regional players, given its expansion plans and strong execution strategy, says Sneha Poddar of Motilal Oswal Financial. Fundamental Radar: Why
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