Investors should note that HDFC Securities is sounding a caution flag on Kajaria Ceramics because of some governance questions, but it believes the company’s earnings won’t be badly hit.
HDFC’s stance on Kajaria Ceramics
HDFC points to concerns about how the company is run, yet it expects any financial damage to be limited. The broker keeps its target price unchanged and says the current estimates remain realistic.
Why other analysts are more positive
Two other research houses have a different view on related stocks.
Ambuja Cement
Antique Research is bullish on Ambuja Cement. It highlights:
- Simpler business structure
- Cost‑saving measures
- Strong volume growth in cement sales
- Improving profit margins
Century Plyboards
Nuvama Capital sees good upside for Century Plyboards, citing:
- Reduced operating costs
- Higher demand for plywood and panels
- Better profitability across key segments
Bottom line for retail investors
If you own or plan to buy Kajaria Ceramics, HDFC suggests staying cautious but not panicking, as the earnings outlook stays stable. On the other hand, the positive outlook for Ambuja Cement and Century Plyboards could make them attractive options for investors looking for growth.
Remember, this is just an overview, not a prediction. Do your own research and consider your risk tolerance before making any decisions.