INDIAN BEVERAGE MARKET
Sugar stocks: Time to look at them again? 5 sugar stocks with upside potential of up to 44%
When it comes to the stock market, it is important to know the “reason” why you are buying a stock. That “reason” often has a direct correlation to the amount of time you may hold the stock. It is equally important to assign a reason for selling a stock at a particular point of time. Why? Because that has a strong correlation to the probability that you will buy the stock again at a higher price. Why are we bringing all this up at this point of time, that too in the context of sugar stocks? Read on.
Hotel boom in remote locations triggers reverse migration
Leading hotel chains are expanding into smaller towns, creating thousands of jobs in the hospitality sector. They are investing CSR funds in skill development and encouraging reverse migration by allowing employees to relocate to their hometowns, contributing to local workforce development.
QSR brands riding on qcomm wave with customised offerings
QSR brands like Wow Momo, Chaayos, and Blue Tokai are launching customised products on quick commerce platforms such as Blinkit, Zepto, and Swiggy Instamart to capture growing demand. Quick commerce is becoming a major sales channel, with companies seeing rapid growth. India’s quick commerce market is projected to reach $75 billion by 2032.
These 8 banking stocks can give more than 22% returns in 1 year, according to analysts
This is something that might not be very obvious because the whole stock market has been under pressure. The fact, however, is that, leaving aside the IndusInd Bank episode, most banking stocks have been relative outperformers in the last six months of correction. In fact, the performance of banks like HDFC and Kotak suggest that the worst is probably over for the sector. There do not appear to be any stronger sellers in these stocks even when markets have been under pressure from bears. Time to focus on them once again?
New demat additions hit brakes, drop to 21-month low amid market woes: Motilal Oswal
Demat accounts: New demat account additions in India fell to 2.3 million in February 2025, the lowest since May 2023, as negative investor sentiment and regulatory changes dampened market participation, impacting trading activity and retail involvement in cash and derivatives segments.
Reliance Consumer brings Muralitharan’s Sun Crush to India, sparks juice war
Reliance Consumer Products has acquired the India rights for Sun Crush juice from Muralitharan's Ceylon Beverage International and commenced local production. Sun Crush will be sold at ?20 for 200 ml, competing with Dabur's Real, Paperboat, and Tropicana. The Indian beverages market is projected to reach ?1.47 trillion by 2030.
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These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 25%
Any investor who has been in the Indian market before Covid knows that corrections are part of every bull run. But it is important that even they be aware whether the correction was led by global or domestic factors. Why? Because the magnitude of the correction in terms of price damage, how long it lasts, and how the recovery shapes up are different for those sparked by global and domestic events. Now, as the market shows signs of recovery, focus on what the currency markets are doing as it is global reasons that are likely to lead to a recovery. The first hint of change will come from the Dollar Index. As and when there is a reversal, the first tranche of money is likely to flow to blue chips. Time to have them on your watch list.
JM Financial sees 38% upside in Varun Beverages, says correction overdone, reaffirms Buy rating
JM Financial maintains a 'Buy' on Varun Beverages with a Rs 675 target, citing strong domestic and international growth drivers. Despite competition from Campa, PepsiCo, and Coca-Cola retain dominance. The company plans Rs 2,000 crore capex for expansion, including Africa.
This is a time to rejoice! There are table-thumping opportunities in the market: Anshul Saigal
Anshul Saigal from Saigal Capital sees attractive stock opportunities in banks, capital goods, and defense sectors, predicting potential stock value growth in the next three years despite market volatility. He cautions against investing in IT sector due to high valuations and slow growth. Focus is suggested on long-term growth opportunities in the Indian market.
Short covering rally can take Nifty towards 23,100: Analysts
The outlook is bullish because the Nifty is not reacting adversely to the fall in the US markets and an unsystematic risk arising after a disclosure from a private bank in India.
Potential in snacks & packed food business, innovating portfolio for Indian taste: PepsiCo
PepsiCo plans to enhance its food segment in India by tailoring products to regional tastes and focusing on innovations and premiumisation. The company will expand its snacks business, addressing low consumption and leveraging growing urbanisation. PepsiCo's diverse brands contribute significantly to its revenue, and its commitment to understanding consumer preferences drives its growth strategy.
Retailers report 52% drop in essential goods sales in urban centres due to rise of quick commerce
Quick commerce is significantly impacting the sales of food, beverages, and personal care items in urban areas, with many physical store retailers reporting declines. However, niche markets such as childcare and wellness remain less affected. In tier 2 and tier 3 cities, traditional retail remains strong due to challenges like high delivery costs and inefficient inventory management.
For investors who have ability & funds to turn correction into opportunity: 5 large-caps with an upside potential of up to 49%
Understand one thing clearly. A rise in a company’s stock price does not mean the business is strong. And a fall in stock price does not mean the business is weak. The ability to make a distinction between the stock price and the business and its growth path when everyone is bearish is what is needed to make that extra return from the stock market. On our list today are companies where the business is fine. It is just that the narrative has turned bad, and that too not on the business but on the stock price front. Remember: Stock prices are controlled by liquidity and business is governed by the economy.
$10 billion bhujia: What's behind Haldiram's stratospheric valuation?
Temasek has agreed to acquire a 10% stake in Haldiram at a $10 billion valuation, after other potential buyers withdrew over price concerns. Haldiram's valuation reflects its market dominance and the growth potential of India's ethnic snack sector.
Temasek signs agreement to buy 10% in Haldiram Snacks Food
Haldiram Snack Foods reported revenue of Rs 12,800 crore in FY24. It makes and distributes 500 types of snacks, namkeen, sweets, ready-to-eat and pre-mixed foods and non-carbonated ready-to-drink beverages and operates in 100 countries including the UK, US and the Middle East.
Largest batch of 595 students at IIM Bangalore receive 650+ offers; management consulting accounts for 41%
IIM Bangalore has successfully concluded placements for its largest batch of 595 students, securing roles across 176 firms. Top sectors include management consulting, technology/product management, and investment banking, with significant participation from companies like Accenture Strategy, Boston Consulting Group, and McKinsey & Company.
Guns N' Roses N' Money: Concerts have become big money spinners
Guns N' Roses will perform at Mumbai's Mahalaxmi Racecourse in May, drawing significant anticipation following India's recent concert boom with artists like Coldplay and Ed Sheeran. India's growing concert economy enhances tourism, hospitality, and job creation. Increasing disposable incomes and premium consumption trends drive high demand for live music events, despite substantial ticket costs.
Samir Arora explains why his Helios Flexi Cap Fund had 21% cash in February end
Helios Flexi Cap Fund's cash allocation surged from 1.70% in January to 20.60% in February. The fund exited 11 stocks, including Infosys, TCS, and HCL Tech, while adding ABB India, Bajaj Auto, and Kotak Mahindra Bank. It increased stakes in Bajaj Finance, Zomato, and DLF, while reducing holdings in S H Kelkar and KPIT Technologies.
Samir Arora increases cash allocation from 2% to 21% in February in Helios Flexi Cap Fund
Amid market volatility, Helios Flexi Cap Fund increased cash holdings to 20.6% in February. The fund added stocks like Zomato and Bajaj Finance while exiting 11 stocks, including Infosys and TCS. Three new stocks, including Kotak Mahindra Bank, were introduced. The fund manages Rs 2,453.23 crore and follows a dynamic equity investment approach.
Potential India-US trade deal will iron out impact of Trump tariffs: Report
India is negotiating a trade deal with the US to mitigate the effects of tariffs imposed by the Trump administration. Key sectors like electronics, automobiles, and textiles might face tariff challenges, but pharmaceutical exports are less likely to be affected. India aims to keep its exports competitive and reduce trade tensions through strategic adjustments.
IPL 2025: Why govt wants to keep alcohol and tobacco cos away from the mega stage of brand exposure
The Health Ministry has directed the BCCI and IPL organisers to ban alcohol and tobacco advertisements, including surrogate ads. With the IPL's massive viewership, the ministry emphasizes the responsibility of cricket players as role models in promoting public health.
Wits, prices and margins: India's cola war is getting hot
Coca-Cola and PepsiCo are striving to maintain their market positions while expanding their reach in India as Reliance revives Campa Cola with aggressive pricing. The re-ignited cola wars include strategic distribution expansions and competitive advertising campaigns, poised for significant growth.
Cargill inaugurates new corn milling plant
This facility will enhance supply chain efficiencies and support industry growth, aligning with the 'Make in India' vision.
India-EU talks may focus on easing quality control, energy cooperation
The EU seeks to ease India's stringent quality control orders while India aims to maintain a cooperative stance on energy and raw materials at the Brussels free trade agreement talks. Key issues include lower Indian tariffs on European cars and alcoholic beverages, and EU recognition of India as a data-secure country.
PepsiCo to double India revenue in 5 yrs, invest in capacity building in key market
PepsiCo plans to double its revenue in India over the next five years, considering the country a key anchor market. The company is making aggressive investments to expand its capacity, focusing on sustainable solutions and region-specific strategies to drive growth in the Indian market.
Vinitaly Indian Roadshow: The icon of Italian cuisine and culture lands in India
VinItaly, the world's largest wine exposition, launched its India Roadshow at the Italian Embassy in New Delhi, showcasing Italian wines and promoting cultural and trade relations. The event anticipates the forthcoming EU-India Free Trade Agreement, set to enhance wine imports. Vinitaly expects significant growth in Indian wine consumption and increased market potential.
Ready for bottling opportunity from Coca-Cola in foreign territories: Kandhari Global Beverages
Kandhari Global Beverages aims to double its turnover in 5-6 years and is prepared for more Coca-Cola bottling opportunities, including abroad. The company recently acquired Coca-Cola's bottling operations in North Gujarat and plans substantial investments in supply chain, sales execution, digitalisation, and sustainability.
Trump tariffs and whisky wars can’t shake the Indian single malt in your glass
Indian single malts are gaining prominence in a premiumisation boom. Local brands like Amrut are challenging international whiskies with high prices and growing consumer base. Despite threats from import tax cuts and foreign competition, Indian whisky producers remain confident, buoyed by rising domestic demand and global recognition, signalling a bright future for the industry.
Stocks to buy today: Global brokerage firms see up to 50% upside in Varun Beverages & Polycab India
Jefferies, JPMorgan, and Morgan Stanley have expressed positive views on Varun Beverages, M&M Financial Services, and Polycab India, respectively, maintaining favorable ratings and increasing target prices.
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