moneycontrol is India’s leading financial and business portal who does short (roughly 4 minute) Stock of the Day video pitches about Indian stock picks. However, it appears they have stopped doing or posting these videos on YouTube in early April.
Note that Interactive Brokers gives access to the Indian market, but it looks like the access is restricted to “Non-Resident Indians” or “NRIs” and “Financial Institution Intermediaries” or “FIIs” only:
It may not make sense to continue doing a monthly post covering Indian stocks; but in addition to the moneycontrol Stock of the Day posts over the past year under the India tag (covering a number of Indian stocks), I have the following write-ups (from last year) about some key Indian QSR stocks (that this post will provide some updates for):
- Jubilant FoodWorks (NSE: JUBLFOOD / BOM: 533155): Inflation Bites as They Aggressively Expand Domino’s Pizza
- Devyani International (NSE: DEVYANI / BOM: 543330): Yum! Brands’ Largest Franchisee in India Hopes for a Rebound Amid Signs Inflation is Stabilizing
- Sapphire Foods (NSE: SAPPHIRE / BOM: 543397): Institutional Shareholders Remain Bullish as They Buy More Shares
- Westlife Foodworld Ltd (NSE: WESTLIFE / BOM: 505533): India’s McDonald’s Master Franchisee is Hitting New Highs
- Restaurant Brands Asia Ltd (NSE: RBA / BOM: 543248): Inflation Pains as Expansion Continues in India and Indonesia
Indian QSR stocks tend to franchise Western QSR brands that everyone is familiar with and all of them would be facing the same headwinds – namely competition (including from food apps making it easier to find different types of food to have delivered…) and inflation causing food commodities to rise and consumer wallets to shrink…
Note that India does have a large Muslim population, but I am not sure if there are any boycotts of western QSR brands (like in Malaysia or Indonesia) over what is happening in Gaza.
To make your life easier, this post includes:
- A quick description of the stock pick with links to the IR page and stock quote(s) on Yahoo! Finance.
- A link to any Wikipedia page (for what it might be worth…)
- For the last moneycontrol Stock of the Days, the title and their summary of what makes the stock pick interesting plus the embedded video (they are usually 4 minutes long).
- For the QSR stocks (when available), a most recent (short) news segment video (usually covering the latest earnings) from the past month or so or a short profile video (if available) is embedded in the post. Note that AlphaStreet India’s YouTube channel has recordings of many Indian stock earnings calls.
- A price/book (most recent quarter) ratio plus forward or trailing P/E and dividend yields linked back to the Yahoo! Finance statistics page.
- The latest long term technical chart linked back to Yahoo! Finance.
And as always, this post is provided for informational purposes only (and to make your life easier by providing you with relevant information, links, and charts). It does not constitute investment advice and/or a recommendation…
moneycontrol India Stock of the Day (April 2024)
These are the last videos (from April) posted on their YouTube channel:
CMS Info Systems
CMS Info Systems (NSE: CMSINFO / BOM: 543441) is a leading business services company providing logistics and technology solutions to banks, financial institutions, organized retail, and e-commerce companies in India. It today plays an essential role in connecting banks, businesses, merchants, and consumers by enabling commerce in a secured environment.
CMS businesses include Cash Logistics, Banking Automation, Managed Services, Remote Monitoring Solution and Technology Solutions. With 25,000+ employees & associates, servicing 150,000+ business commerce points across 97% Indian districts, it is today a market leader in Cash Logistics, ATM Software Solutions and AIoT Remote Monitoring (Banking segment) businesses.
- CMS Info Systems: Leading Cash Logistics & Services Company Continues To Deliver | Stock Of The Day
- Industry leader CMS has multiple growth drivers including the ongoing demand cycle in the ATMs, the success of AIoT remote monitoring solutions and other managed services offerings. It maintains a solid margin profile and good return ratios, making it an attractive investment pick.
- Price/Book (Most Recent Quarter): 3.59
- Trailing P/E: 20.05 (no forward P/E) / Forward Annual Dividend Yield: 2.45% (Yahoo! Finance)
Dalmia Bharat
Founded by Mr Jaidayal Dalmia in 1939, Dalmia Bharat (NSE: DALBHARAT / BOM: 542216) or Dalmia Cement is one of India’s pioneering homegrown cement companies. Headquartered in New Delhi, the company operates as Dalmia Cement (Bharat) Ltd, which is a 100% subsidiary of Dalmia Bharat Ltd and is listed on the National Stock Exchange and the Bombay Stock Exchange.
The Company operates a manufacturing capacity of 43.7 MnT per annum (MTPA), across 15 cement plants and grinding units which are spread across 10 states. With over 33,000 dealers and sub-dealers, the Company presently services more than 22 states and is among the leading players in every region where it is present in. To scale the business as well as venture into new geographies, both, acquisitions and greenfield expansions have been key for the company. Dalmia Cement is the only company with at least one plant in each of the four key eastern states of West Bengal, Bihar, Jharkhand and Odisha.
The Company offers a range of cement variants through its brand portfolio of three marquee brands: Dalmia Cement, Dalmia DSP and Konark Cement. These brands are available as Portland Pozzolana Cement, Portland Slag Cement, Composite Cement and Ordinary Portland Cement in select markets. Dalmia Cement is India’s largest manufacturer of slag cement and is a category leader in super-speciality cement used for oil wells, railway sleepers, and airstrips. Dalmia Cement works with engineers and technocrats around the country to develop a wide variety of customised cement which is manufactured for specific engineering and construction needs.
The Company invests heavily in research and development, operating three R&D centres equipped with cutting edge robotic labs (called Dalmia Cement Future Labs) at its regional hubs.
For nearly eight decades, Dalmia Cement has delivered value-added products and reliable post-sale services. It has played a catalytic role in India’s infrastructural growth.
As a prominent Indian cement manufacturer and thought leader, Dalmia Cement continues to aspire to enhance value in a sustainable way for all its stakeholders. Dalmia Cement is 13.3 times water positive and will be 20 times water positive by 2025. The Company’s commitment towards environmental protection reflects in its achievements. The Company has the lowest carbon footprint in the cement world globally. It has also been ranked No. 1 in the global cement manufacturing sector by the Carbon Disclosure Project (CDP) for business readiness of lowest carbon transition.
- Wikipedia
- Dalmia Bharat | One Of The Lowest Cost Producers of Cement In The Country | Stock Of The Day
- Dalmia Bharat is expected to outpace cement industry growth, driven by its organic and inorganic expansion. Dalmia Bharat is one of the largest cement manufacturers in the country, having a cement capacity of ~45MT at present. The company is a key beneficiary of government’s thrust on infrastructure and is focused on becoming a pan-India player in coming years.
- Price/Book (Most Recent Quarter): 2.07
- Trailing P/E: 40.99 (no forward P/E) / Forward Annual Dividend Yield: 0.50% (Yahoo! Finance)
Quick Service Restaurant (QSR) Stocks in India
- Indian QSR Stocks
- Indian Fine Dining Restaurant Stocks
- Proxy Player Stocks
To read more, please visit this article on Substack
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