Sachin Pal
moneycontrol
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Past articles by Sachin:
Pidilite Industries: Frothy valuation for a high-quality company
Investors should approach Pidilite with utmost caution as we believe the headwinds are not fully priced into the current rich valuations. → Read More
When will global markets bottom out?
To view the full content of this article, you have to be a Pro: Subscribe to Moneycontrol Pro: What's included: → Read More
How the revised domestic natural gas prices impact different sectors
The latest decline is the first downward revision after a span of 30 months and the impact of this will be widespread as natural gas forms a key input ingredient across industries. → Read More
GM Breweries Q1 FY20 review: Margin pressure to continue
Headwinds may stay, but profitability is poised for a revival → Read More
Logistics sector: Which stock should you ride on?
Allcargo's return ratios appear subdued currently but should improve going ahead. → Read More
Ideas for Profit | Hawkins Cooker: High RoCE business available at reasonable valuations
The company is staring at an optimistic future as government initiatives along with new product launches should push sales up. Operating margin is also anticipated to improve on the back of weakness in metal prices → Read More
Quick Heal Technologies – Cybersecurity presents huge market opportunity
The stock can be considered for accumulation on dips as the as the business is highly scalable, enjoys strong operating leverage and looks well positioned to grow in an increasing digitizing world economy. → Read More
Shankara Building Products stock corrects 70%; what should investors do now
Highlights: - The building materials retailer’s stock has corrected 75 percent - Profitability in H1 was subdued due to multiple factors - Working capital has deteriorated in the past 1 year - Change in business strategy to impact margin - Valuations still rich at 24 times FY19 estimated earnings -------------------------------------------------Home improvement and building products retailer --… → Read More
Ideas for Profit: Stylam Industries a long term play in the wood panel industry
Stylam operates in the building material space and is engaged in the manufacture of high pressure laminates for exterior cladding of furniture, cubicles and interior furnishing. → Read More
Ideas for Profit: Venkys a long term play in the consumption space
Backed by favourable socio-economic factors, the domestic poultry industry is expected to grow at a steady pace over the medium to long term → Read More
Ideas for Profit: Top picks from alcohol beverage space after Q2 results
Radico Khaitan commands 6 percent volume share in the IMFL segment. Its Magic Moments vodka brand is highly popular in the mid-market segment and commands a market share of more than 50 percent → Read More
Heidelberg: Best bet in the midcap cement pack
Heidelberg reported its highest ever EBITDA per tonne of Rs 1,041 in Q2 despite rising cost pressures. → Read More
Kajaria Ceramics: Robust Q2 performance in a tough market
Increase in crude oil and a weaker rupee will continue to have a bearing on natural gas prices and keep a check on margin over the next few quarters → Read More
Havells Q2 review: Lloyd biz hit by unfavourable business climate; buy on dips
Given its strong positioning, we recommend accumulating the stock during corrections → Read More
Ideas for Profit: Which logistics plays should you bet on?
Both these companies trade at rich valuations given the high growth prospects in light of sector opportunities: GST, e-way bill and axle norms → Read More
Amid midcap carnage, these 3 companies posted stellar earnings in Q1
Investors need to be mindful of volatility in the midcap space and should capitalise on the weakness → Read More
Annual report review: Here’s how Havells is leveraging tech to be more consumer focussed
The management has stepped up its investments in IT infrastructure. It has completed more than 200 IT projects in the past 2 years to bring in business efficiencies across departments. → Read More
Berger Paints: Near term positives priced in, upside limited
The management is optimistic on demand in FY19 and remains confident that the recent price hikes will ease off margin pressures. → Read More
Strong consumption plays – Which one to pick?
Amongst the four stocks, Sanwaria and GAEL trading at 7.0x and 11.6x one year forward price-earnings multiple offer attractive risk-reward ratio at current valuations → Read More
Dalmia Bharat Q4 review – Strong Volume growth; Margins surprise positively
Strong demand in eastern markets should help the company clock double digit volume growth over the course of the current financial year. → Read More