Tata Consumer Products (TCPL) is one of the major FMCG companies present in tea, coffee & other beverages in India, UK, US, Canada and some other geographies. In India, it also has salt, pulses, spices and other food products. Its subsidiary NourishCo is present in packaged water & other beverages. The company is in JV with Starbucks, which has 300 stores in India

Given the scenario, we see reasonable opportunities across the market spectrum with key filter being quality. We continueto advise investors to utilise equities as a key asset class for long term wealth generation by investing in quality companieswith strong earnings growth and visibility, stable cash flows, RoE and RoCE.

Present market offers an attractive risk-reward play to build a long term portfolio of quality companies, which have lean balance sheets, are capital efficient in nature and have growth longevity

We maintain our positive view and retain BUY rating on the stock. PCBL with organic growth prospects, much heathier B/S and return ratios is a good proxy to play upon recovery in volumes in the tyre and broader auto space

Bharat Electronics (BEL) is a leading aerospace and defence electronics company. It primarily manufactures advance electronics products.. It has a strong balance sheet, double digit returns ratios

Integrated play to transform Indian logistics sector…

Positivity remains, stock specific action to prevail…

Store addition, online thrust to aid faster recovery…

Profitability lifts with all-time high margins…

Biggest franchise of KFC in India