HeyJaredAnjana C Shriram
- Indexed articles, last 90 days
- 50
- Latest publication
- Sep 29, 2026
- Outlet visibility, for The Hindu BusinessLine
- Top 50K sites
- Earliest in this view
- Jul 6, 2026
Latest articles
Brokerâs Call: Home First Finance (Add) (opens the original)
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We hosted Home First Finance Company (HFFC) where we interacted with the top management which indicated that itâs premature to conclude the impact and the direction of IRDAIâs draft circular. Any major disruption or reduction in the issuance of insurance policies to the customers may possibly nudge credit costs higher, while there are alternate options to secure the property via mortgage guarantee and the likes. HFFC observed no major disruption in pricing and demand while recognising that l
Brokerâs Call: Ellenbarrie Industrial Gases (Buy) (opens the original)
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Ellenbarrie Industrial Gases (EIGL) announced that it has secured a â¹480-crore EPC contract from BHEL for supply and erection of 1,200 tonne per day (tpd) ASUs for the latterâs proposed 2,000-tpd coal-to-ammonium nitrate project at Jharsuguda (Odisha), which will be executed over two years and is expected to be commissioned in FY29. The project can contribute an incremental EBITDA of about â¹24 crore (about â¹6 crore in FY27, â¹12 crore in FY28 and â¹6 crore in FY29) for EIGL over the ne
Brokerâs Call: Dalmia Bharat (Buy) (opens the original)
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As per our interaction with the Dalmia Bharat management, the cement industry continues to face strong cost headwinds, since players are unable to pass through costs amid competitive pressures. Hence in Q2FY27E, while Dalmiaâs volume is expected to grow in single-digits year on year, its realisation is estimated to be marginally down quarter on quarter and unit opex should spike by â¹250-300/mt on quarter. These could dent margins to about â¹750/mt (vs â¹1,055/1,013 per mt q-o-q/y-o-y), in
Brokerâs Call: Elecon Engineering (Buy) (opens the original)
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Elecon achieved a record consolidated order-book of â¹1,518 crore along with robust quarterly order inflows of â¹755 crore (+23 per cent year-on-year) during Q1, providing strong multi-quarter revenue visibility. Healthy backlog across both the Gear and MHE divisions supports sustained execution. Furthermore, significant export orders secured towards the end of Q1FY27 are expected to drive stronger revenue recognition from Q2-FY27 onwards. Overseas revenue outperformed domestic sales, growing
Brokerâs Call: Happiest Minds Tech (Buy) (opens the original)
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Happiest Mindsâ promoter Ashok Soota is divesting 22.1 per cent of his 44.2 per cent holding in the company across two tranches. Under the approved merger scheme, Happiest Mindsâ shareholders will receive 25 shares of ITC Infotech for every 81 shares of Happiest Minds they hold. Happiest Minds brings strong digital capabilities in generative AI, data, cloud, digital product engineering, and cybersecurity, while ITC Infotech offers deep expertise in SAP, product lifecycle management (PLM), In
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For The Hindu BusinessLine, the outlet · Measured Aug 1, 2026
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