Pallavi Pengonda

Bangalore

Deputy Editor at Mint

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Articles

HT Syndication: Trent doesn't prefer selling dining tables and investors must appreciate that

4 days ago | htsyndication.com | Pallavi Pengonda

New Delhi, June 24 -- Among Trent Ltd's key strategic priorities is its goal to stay focused on categories that drive repeat consumption. Dining tables, clearly, don't fit that bill-after all, people don't buy dining tables often. Nuvama Institutional Equities highlighted this as one of the key takeaways from last week's analysts meeting: "Management reaffirmed the long-term focus on India and emphasised their preference for categories that generate repeat purchases.
Trent doesn’t prefer selling dining tables and investors must appreciate that

4 days ago | livemint.com | Pallavi Pengonda

Mark to Market Summary The retailer’s focus on repeat purchases, loyal customers and scalable categories like beauty, innerwear and footwear continues to drive its expansion strategy. This is a Mint Premium article gifted to you. Subscribe to enjoy similar stories. Among Trent Ltd’s key strategic priorities is its goal to stay focused on categories that drive repeat consumption.
Chart Beat: Indian paint industry revenues drop for the first time in two decades. Rebound ahead?

1 week ago | livemint.com | Pallavi Pengonda

Revenues of the Indian paint industry declined by 2% year-on-year in FY25, marking the first drop in two decades, showed data sourced from ICICI Securities Ltd. The decline is especially concerning as the the industry grew even during the covid pandemic. A number of headwinds were responsible for the industry's feeble growth in FY25, including a general widespread slowdown in consumption and increased competition from the entry of Birla Opus.
Tata Motors’ JLR navigates a tougher road in FY26

1 week ago | livemint.com | Pallavi Pengonda

Mark to Market Summary JLR’s cautious outlook underscores how US tariffs, China weakness and EV transition risks are weighing on Tata Motors’ growth. With Ebit margin guidance slashed, investor sentiment remains fragile. This is a Mint Premium article gifted to you. Subscribe to enjoy similar stories.
HT Syndication: Tata Motors' JLR navigates a tougher road in FY26

1 week ago | htsyndication.com | Pallavi Pengonda

New Delhi, June 17 -- Tata Motors Ltd has started FY26 on a bumpy road, with its key subsidiary Jaguar Land Rover (JLR) navigating multiple headwinds - from US tariffs and tough market conditions in China to ongoing uncertainty around the electric vehicle (EV) transition. It's not entirely surprising, then, that at its latest investor day, JLR's management scaled back expectations on crucial parameters.
Blue Star faces the heat in Q1 from a milder summer season

2 weeks ago | livemint.com | Pallavi Pengonda

Despite the significant underperformance vis-à-vis the Nifty 500 index so far in 2025, the stock’s sharp rally of about 125% in 2024 means valuations don’t bring a lot of comfort. Blue Star’s shares still trade at almost 47 times FY26 estimated earnings, as per Bloomberg data, which is not particularly cheap. The company ended FY25 with a 32% consolidated Ebitda growth to ₹876 crore, and a 45-basis points (bps) expansion in margin to 7.3%.
Lemon Tree ends FY25 on a good note, but investors must watch debt levels

3 weeks ago | livemint.com | Pallavi Pengonda

In the near term, the stabilization of Aurika and further successful ramp-up are vital for earnings growth, while renovation expenses could hurt profitability. FY25 renovation expenses stood at 2.7% of revenue, a 30 basis point rise over FY24. A basis point is one-hundredth of a percentage point. Also Read: Cummins India is upbeat after exports boosted Q4.
Metro Brands’ FY25 is a tale of two halves. Can the recovery be sustained?

1 month ago | livemint.com | Pallavi Pengonda

Mark to Market Summary Despite only 6.4% revenue growth in FY25, Metro Brands remains optimistic about future expansion. Can the footwear company hold on to its recovery? This is a Mint Premium article gifted to you. Subscribe to enjoy similar stories. Metro Brands Ltd’s FY25 turned out to be a tale of two halves.
Page Industries needs sustained growth to support rich valuations

1 month ago | livemint.com | Pallavi Pengonda

Page is the exclusive licensee of Jockey International Inc. (USA) for manufacturing, distribution and marketing of the brand in India, and a few other countries. For the full year, Ebitda margin rose 271 bps in FY25 to 21.5%. Still, Page’s management is being measured in setting expectations for the future, keeping Ebitda margin guidance at 19-21% in the coming quarters.
Asian Paints sees a greener FY26; analysts see red

1 month ago | livemint.com | Pallavi Pengonda

Consolidated net profit after minority interest at ₹3,667 crore in FY25 was down by one-third from FY24. Lower revenues with volume growth at 2.5% in the domestic decorative business, coupled with higher staff costs and other expenses, took a toll on profitability. Asian Paints’ total operating revenue declined year-on-year in each quarter of FY25, leading to an overall 4.5% drop in full-year revenue. FY25 Ebitda margin shrank 365 basis points to 17.7%.