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KARAN TAURANI
Rs 80,000 crore digital ad pie: Karan Taurani spots a hidden profit lever in new-age stocksIndia’s new-age internet companies may be sitting on a profit engine that investors are still not fully pricing in: advertising.- Flipkart, Amazon look beyond ecommerce as user share slipsAmazon and Flipkart are expanding into quick commerce, microdramas, OTT videos and food delivery as they lose active users to 10-minute del...
- TV ad cap removal to boost inventory, not demand; revenue benefit seen at 1–3%: ElaraThe recent removal of the 12-minute advertising cap could lead to a minor uptick in revenue for broadcasters. Still, it's improbable that t...
- QSR chains face margin pressure, not demand shock: Karan Taurani on fuel and LPG impactRising fuel and LPG prices are impacting India's consumption landscape unevenly. While some sectors like QSR face margin compression due to...
- Quick commerce turns the corner; Karan Taurani picks Eternal, Trent, and Nykaa as top consumption betsIndia's consumption sector is changing. Companies are now focusing on profits, not just growth. Quick commerce players like Blinkit are lea...
- Retail shake-up: Trent struggles, DMart steadier, Nykaa and Jubilant emerge stronger bets: Karan TauraniTrent shares slide again as growth slows and valuation multiples reset amid rising competition in fast fashion. Karan Taurani, EVP, Elara S...
- Pernod’s Xclamat!on to raise competition in premium alcobev; Radico still top pick: Karan TauraniPernod Ricard’s new Xclamat!on spirits launch is set to intensify competition in India’s premium alcohol market, says Karan Taurani, Execut...
- Swiggy, Zomato duopoly to stay strong; Reliance entry won’t disrupt market: Karan TauraniKaran Taurani of Elara Capital says quick commerce expansion could delay profitability for Swiggy and Zomato beyond FY27, even as Blinkit a...
- GST cuts to fuel Rs 96,000-crore consumer spending; QSRs, Nykaa, fashion set to gain: Karan TauraniThe recent Goods and Services Tax (GST) cuts are expected to inject fresh momentum into India’s consumption-driven economy, potentially exp...
- From Losses to Leadership: Karan Taurani sees quick commerce turning a cornerElara Capital's Karan Taurani is optimistic about Zomato, citing improved growth prospects in food delivery and quick commerce. Blinkit's l...
- Alcohol stocks have priced in FTA gains: Karan TauraniThe UK FTA is poised to boost the Indian luxury spirits segment, potentially leading to a 15-20% price correction and accelerating volume g...
- Blinkit continues to lead market despite growing competition: Karan TauraniThe cash burn is not a question here. The question here is that Blinkit has always focused on assortment, on user experience, and on trying...
- Quick commerce could revolutionize healthcare, but regulatory challenges loom: Karan TauraniSo, the entire proposition about quick commerce is to kind of appeal to verticals, which are very impulse in terms of purchase behaviour an...
- Karan Taurani on impact of Pernod Ricard's potential sale of Imperial Blue on Indian whiskey marketIf some local players comes in and if they try to undercut in terms of pricing or if they kind of try to compete very aggressively in terms...
- What should investors do with ZEE stock post Sony-Zee agreement? Karan Taurani answersAnd I think there are triggers to reach that margin. If you look at the losses in Zee5, they have been converging. If you look at a lot of ...
- What should investors do with Zomato stock after Paytm deal? Karan Taurani answersHow do they achieve these kind of profitability levels is going to be a key monitor. Otherwise, as far as market is concerned, they have th...
- Q1 performance for PVR to be quite muted for FY25: Karan TauraniI think everything sits perfectly well for Kalki. So, the opening definitely is blockbuster. I think the trade and the checks are indicatin...
- Expect bigger delta for Zomato versus QSR stocks in IPL, T20 season: Karan TauraniKaran Taurani explains the impact of T20 World Cup and IPL on QSR companies, emphasizing Zomato's performance compared to other QSR compani...
- Zomato’s bigger delta for rerating or up move in target price will come from Blinkit: Karan TauraniKaran Taurani says: "Zomato has been the biggest beneficiary of the World Cup. Zomato has raised its guidance for consolidated revenue grow...
- OTT share in total movie collection improves in 2022Karan Taurani, Senior Vice President & research analyst at Elara Capital noted in a report that major studios and production houses which r...
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