Anubhav Sahu
moneycontrol
Mumbai, MH, India
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Past articles by Anubhav:
Diamonds in the Dust | Transition to a ‘global total foods company’ to support valuations
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Ideas for Profit: Do you own these 2 chemical stocks?
Recent Q1 results have highlighted few chemical stock picks which look interesting on account of improving fundamentals → Read More
Godrej Consumer: Household insecticides needs close watch; valuation rich
While the businesses are on the mend, we expect pricing and innovation contribution to be tested in times to come → Read More
Risk premium inflates as Trump trade war rages
Even if one expects Trump to succeed, prolonging of political manoeuvres, could make the global supply chain more susceptible to disruption → Read More
Goa Carbon: Elevated green coke prices key to watch out for
Sales realization continues to remain firm and up about ~3 percent QoQ and 15 percent in last six months. → Read More
Astral Poly Technik’s Rex Polyextrusion buy a positive, accumulate on dips
The deal gives the company a head start in the high growth and relatively less crowded plastic piping segment → Read More
Tata Global Beverages: Restructuring story is still alive
Reports suggest that one of the proposals that Tata Group is evaluating involves merging the salt and branded lentils business of Tata Chemicals with Tata Global Beverages and full consolidation of Tata Coffee → Read More
Horlicks: A potential nutrient fit for select FMCG giants
While the category itself undergoes a change, even the existing business of GSK Consumer holds value for other FMCG players and there is a scope for operational synergies → Read More
Prataap Snacks: Munch on this long-term growth story
Over the period, key concerns - higher logistics costs and increasing geographical reach - have been partially addressed due to decentralised production through contract manufacturing → Read More
Fine Organic Industries IPO: Subscribe for the long term
Incorporated in 2002, Fine Organic Industries is the largest manufacturer of oleo-chemical based additives in India. → Read More
Himadri Specialty Chemical: Shift to higher-margin products keeps it ahead of the curve
The company's earnings, seen growing at a CAGR of 36 percent between FY18 and FY20, are expected to be backed by volume growth and diversification to higher-margin products. → Read More
Astral Poly Q4: Premium play on the CPVC volume growth and high margin adhesive business
While medium term tailwinds with regard to demand for CPVC pipes backed by capacity expansion and cost savings from backward integration remains, elevated valuation (53x 2019e earnings) and the intensified competition in the piping industry keeps on the sidelines at current price levels. → Read More
L&T Infotech Q4: Sustained growth momentum on execution & digital capabilities
The outlook for FY19 is positive with the company looking to grow in mid-teens with good traction across all verticals. → Read More
Balaji Amines & Alkyl Amines: Two agro-chemicals makers to buy on dips
Based on near term capacity expansion plans, improving end markets, product pricing scenario, expanding product portfolio both Balaji Amines (16.3x 2019e earnings) and Alkyl Amines ( 17.5x 2019e earnings) are well placed for growth in the near duopoly market. → Read More
Britannia Q4: Valuations factor in near-term earnings growth
While Britannia’s attempt to expand its portfolio and focus on high margins products is commendable, increasing competition in the premium biscuits and cheese categories needs to be watched carefully. → Read More
Navin Fluorine: Input challenges remain, but 3 factors make it ripe for accumulation
The management expects raw material prices to remain elevated in the near- to medium-term. → Read More
Apcotex Industries: 3 factors to drive re-rating in the counter
The stock is currently trading at 17 times FY20e earnings and partially prices in an improving industry outlook. However, multiple tailwinds on account of internal efficiency plans, capacity expansion and turnaround in the NBR business makes it an accumulation candidate. → Read More
Emami: An excellent play on a recovery in rural demand
Emami’s Q4 FY18 sales were up 8 percent YoY (like for like 12 percent adjusted for GST) led by 9 percent domestic volume growth (vs. -1.5 percent volume growth in Q4 FY17) and a strong performance in international operations (+37 percent YoY). → Read More
Supreme Ind: An interesting franchise despite premium valuations
The management has guided for over 12 percent volume growth in FY19 and expects EBITDA margin in the 15.5-16 percent range. This appears commendable given the increase in competitive landscape and surge in raw material prices. → Read More
Zensar Tech Q4 FY18 review: Positive traction in digital services but weak margins remain a drag
While company seems to be positioned for a higher share of digital revenue, subpar margins and weak growth in the manufacturing vertical remains the key drag. → Read More