Pallavi Pengonda
Livemint
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Past articles by Pallavi:
JSW Steel loses shine in June quarter; path ahead remains tough
JSW’s profit margins can be expected to remain under pressure in Q2 owing to decline in steel prices → Read More
Blinkit buy: Gratification at big cost
Blinkit operates in a highly competitive sector, which would elongate the path to profits.Given the nascent stage of the sector, Blinkit itself is fine-tuning the business model → Read More
The curious rise of the ITC stock
The company’s stock has been rising at a time when shares of many consumer firms have been hammered.Many analysts are disappointed that ITC’s efforts to diversify into other verticals have not paid off and that it still depends on cigarettes to drive revenue growth → Read More
Britannia’s stock up 5% as Q4 volume satiates, but margin pressure linger
Even as steep price hikes were taken, Britannia said it reported a mid-single digit volume growth in Q4, which was better than expectations. This also comes at a time when rural demand is subdued. → Read More
Nestlé sails through in Q4; storm lies ahead
Nestlé India’s Q4CY21 domestic revenue grew at 9.2% y-o-y. In Q4CY20, the growth was 10.1%.The company’s domestic volume and mix growth during Q4CY21 stood at 8% → Read More
Marico Q3 update’s dull, but valuations comfort
Marico’s international business saw high-teen constant currency growth on a healthy base → Read More
Capacity expansion will boost Ambuja Cements
Ambuja Cements is taking steps to cut costs, which could boost its ebitda per tonne in the next few years → Read More
Should Zomato be spared the burden of quarterly financial filings?
Perhaps Sebi should consider a separate set of rules for firms where investors have a very long-term vision → Read More
Indian consumer discretionary stocks among world’s priciest
Among consumer discretionary stocks, Trent Ltd’s shares are the priciest trading at a PE multiple of 258 times → Read More
Coal India’s March quarter results are as dull as its stock
Coal India’s reported net profit for the March quarter was flattish compared to the same period last year, partly aided by a decline in tax outgo → Read More
Near-term path remains bumpy for Tata Motors
Earnings got a boost from its standalone business and a largely resilient show at JLR.JLR generated free cash flow (FCF) for the third consecutive time in the March quarter → Read More
Jio user additions highlight in RIL Q4; covid-19 challenges ahead
Overall, RIL’s consolidated earnings before interest, taxes, depreciation and amortization (excluding other income) for Q4 stood at ₹23,351 crore vis-à-vis the Bloomberg consensus estimate of ₹23,307 crore → Read More
Fresh covid surge poses risk to already slow recovery of retail cos
As such, the situation may take a while to improve as the recent surge in covid-19 cases is likely to impact the recovery in revenues even for the March quarter. → Read More
DMart’s Q3 results point to return towards normalcy; stock at new 52-week high
This marks a reversal from the declining trend seen in the first two quarters of FY21 and by a wide margin at that.Avenue’s valuations remain pricey and the stock trades at a 206 times trailing twelve-month earnings, so meaningful upsides will be tough hereon → Read More
After a turbulent 2020, recovery path for aviation firms won’t be easy in 2021
If demand improvement coincides with higher crude prices then there could be pressure on profitability for airlines → Read More
Disinvestment of Air India finally seems to take off
The government has finally managed to spark interest in the strategic disinvestment of Air India, having received multiple expressions of interest, according to the secretary of the department of investment and public asset management (DIPAM). Mint takes a deep dive. → Read More
ITC stock gets some light finally but ESG concerns still loom
Currently, a huge comforting factor about the ITC stock is its relatively lower valuations vis-a-vis other consumer stocks. Based on Bloomberg data, the shares currently trade at 16 times estimated earnings for financial year 2022. → Read More
As losses mount at Apac airlines, IndiGo, SpiceJet may fare better
Indian airlines may be slightly better off due to likely rebound in traffic, cost saving efforts, stable rupee.While IndiGo sits pretty in terms of cash balance, other Indian airlines may struggle for liquidity → Read More
The impact of AC import ban; Amber Enterprises at 52-week high
The impact of import ban on listed companies engaged in the AC business such as Voltas, Blue star, Havells is not expected to be much as these firms don’t import full AC units as much → Read More
Marico’s Q2FY21 pre-quarter update offers comfort on margin front
Ebitda margin expansion of nearly 300 basis points to 24% in Q1FY21 was impressive to say the least. Of course, those high margins were not sustainable, as they followed a meaningful decline in advertisement and sales promotion expenses → Read More