NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Dolat Capital Report
Stocks to Buy - Our top picks are Havells, Amber Enterprises, CG Consumer and Polycab.
We remain positive on the consumer durable and EMS space. Q3 began on a positive note owing to the festive season, which is expected to boost demand for non-summer categories. As channel inventories are at reasonable levels, momentum in room AC is expected to continue in H2.
Furthermore, demand environment in cables and wires continues to remain strong with better revenue growth and margins expected in H2 FY25. Healthy order book and strong industry tailwinds should augur well for EMS companies.
Click on the attachment to read the full report:
DISCLAIMER
This report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit.
Users have no license to copy, modify, or distribute the content without permission of the Original Owner.
As a Subscriber you get
Stories
RECOMMENDED FOR YOU
Ador Welding: IDBI Capital Maintains 'Buy' After Q2 Results, Sees 42% Upside, Here's Why
Nov 19, 2024
Nazara Technologies - PL Capital Maintains 'Buy' Rating On The Stock After Its Q2 Results; Here's Why
Nov 19, 2024
India's CPI Inflation Surges To 14-Month High Of 6.2% In October: Motilal Oswal
Nov 13, 2024
'Buy' Genus Power, Says Axis Securities As It Initiates Coverage; Sees 20% Upside
Oct 18, 2024
POPULAR