Dilip Davda: Bullish on the Economy, But Stay Alert on Pricing

The mood at the start of this week is a constructive one. I am bullish on the economy, and the Prime Minister’s Independence Day address has only strengthened that view. In his speech, he announced a fresh set of growth measures for the Indian economy, and if these are carried through, they should keep the … Read more

Horizon Industrial Parks Ltd IPO: What You Should Know

India’s largest pure-play industrial and logistics infrastructure developer opens its Rs 2,600 crore mainboard issue on August 17 — Blackstone-backed scale, Fortune 500 customer base and a Canbank Securities ‘Subscribe’ call, but it’s a pure long-term story. Horizon Industrial Parks Ltd. (HIPL), a Blackstone-backed developer of Grade A warehouses, industrial facilities and in-city centres with … Read more

Lalithaa Jewellery Mart Ltd IPO: What You Should Know

South India’s disruptor jewellery chain opens its Rs 1,700 crore mainboard issue on August 17  Lalithaa Jewellery Mart Ltd. (LJML), the operator of the ‘Lalithaa’ brand and one of the highest revenue-per-store organised jewellery players in India, opens for subscription on August 17 with the issue closing on August 19. Lalithaa Jewellery Mart Ltd. (LJML) … Read more

Volume Growth Has Finally Returned For This Company

Cleanest volume-led numbers in several quarters, Hush Puppies and Floatz leading, ZBM covering 80% of COCO revenue, e-commerce at 14% of turnover  For the better part of the last two years, Bata India’s management has been executing a quiet but comprehensive self-help agenda — simplifying the product range, rationalising vendors and store formats, installing the … Read more

This Stock Is Down, But Not The Business

Rs 160 billion order book, tower capacity doubled, conductor capacity doubling, Rs 800-1,000 billion domestic T&D pipeline ahead  There is a specific setup in small and mid cap stocks that experienced investors recognise — a quality business whose stock corrects sharply on a guidance cut and modest quarterly results, while the underlying order book, execution … Read more

ENS Enterprises Ltd SME IPO: What You Should Know

A UP-based digital commerce and software solutions company opens its Rs 33.14 crore BSE SME issue on August 14  ENS Enterprises Ltd. (EEL), an end-to-end digital commerce and software solutions provider serving clients across 12+ countries, opens for subscription on August 14 with the issue closing on August 18. The company is listing on BSE … Read more

Skytech Infinite Platform Ltd SME IPO: What You Should Know

A Pune-based automation control panel maker opens its Rs 22.68 crore NSE SME Emerge issue on August 14 . Skytech Infinite Platform Ltd. (SIPL), a specialist in turnkey automation solutions and control panels, opens for subscription on August 14 with the issue closing on August 18. The company is listing on NSE SME Emerge. Skytech … Read more

Technocrats Plasma Systems Ltd SME IPO: What You Should Know

A Vasai-based plasma cutting and welding equipment maker opens its Rs 60.98 crore BSE SME issue on August 14  Technocrats Plasma Systems Ltd. (TPSL), a Maharashtra-based engineering-led metal fabrication equipment maker, opens for subscription on August 14 with the issue closing on August 18. The company is listing on BSE SME. Technocrats Plasma Systems Ltd. … Read more

Credent Connect n Care Ltd SME IPO: What You Should Know

A Delhi-based healthcare logistics and workforce services company opens its Rs 93.90 crore NSE SME Emerge issue on August 13  Credent Connect n Care Ltd. (CCCL), a provider of sample transportation, phlebotomy services and diagnostic workforce solutions to healthcare institutions across India, opens for subscription on August 13 with the issue closing on August 17. … Read more

Behari Lal Engineering Ltd IPO: What You Should Know

One of India’s largest metal roll producers opens its Rs 301.62 crore mainboard issue on August 12 Behari Lal Engineering Ltd. (BLEL) sits at a specialised corner of the Indian iron and steel industry. It is not a bulk steel producer competing on tonnage — it is a customised engineering solutions company that makes precision-engineered … Read more