BUSINESS
Syngene: How should one position for it after a disappointing quarter?
The company’s investment in biologics and new modalities is promising. While some of these facilities should start contributing to the bottom line in the near term, the balance sheet remains strong with net cash of about Rs 900 crore
BUSINESS
Divi’s Lab: Getting ready for peptide opportunity
The prospects for custom synthesis businesses are getting better; valuation fair.
BUSINESS
Navin Fluorine: Revenue visibility getting clearer for the CDMO business
The CDMO business is steady and has got a scale-up order from a European major. As order visibility and product pipeline remain strong, good traction for the speciality chemicals business can be seen
BUSINESS
New Fed Chair: Are risky assets fearing 'Kevinomics'?
Broadly, Kevin Warsh appears to be tuned to forward-looking strategic thinking against the current FOMC approach of being data dependent
BUSINESS
Union Budget's targeted schemes to help India as manufacturing hub for chemicals, biosimilars
Budget aims at reducing import intensity and helping domestic companies with enabling infrastructure
BUSINESS
Acutaas Chemicals: Next fiscal to see traction in new businesses
The electrolyte additives business is expected to pick up in FY27 as contracts for fluoroethylene carbonate and vinylene carbonate are in place
BUSINESS
What’s in store for Indian investors as the Fed presses pause button?
There is an elevated risk of unwinding of yen carry trade
BUSINESS
How would financial markets navigate in the year of 'Donroe Doctrine'?
As the US revives a modern-day Monroe Doctrine, geopolitics, commodities, and capital costs are reshaping the global market playbook.
BUSINESS
SRF: Is the valuation enticing?
The specialty chemicals business was weaker than last year as there was continued deferment of agro product purchases by global majors, along with pricing pressure from Chinese competitors.
BUSINESS
HEG demerger pushes forward to unlock value for energy business
As per the scheme, the graphite electrode business will be demerged into a new entity called HEG Graphite Ltd, which will eventually be renamed HEG. The residual business would be later renamed HEG Greentech Ltd
BUSINESS
Toppling of Maduro: What it means for global financial markets
The defence investment theme only gets better while Indian oil refiners can sniff opportunities
BUSINESS
Is ITC a good buy, post correction triggered by the tax shock?
It appears that a stable taxation regime is over for the cigarette industry
BUSINESS
Why the US Fed may pause rate cuts and what it means for equities
In about 10 months, payroll addition has nearly stagnated and unemployment rate has picked up, but GDP and consumption data continue to surprise on the upside, despite tariff headwinds
BUSINESS
Himadri Speciality: H2 to see a pick-up in volume growth
While long-term value creation depends on the successful execution of new businesses, the supportive balance sheet and reasonable valuation make the company a worthy bet
BUSINESS
What is in store for Indian investors as Fed’s dot plot remains fuzzy?
The proposed trade deal with the US is going to be the deciding factor
BUSINESS
PCBL: New growth drivers taking shape
The revival of the domestic auto market, traction in Aquapharm Chemicals offerings, and plans for battery chemicals hold promise in the medium term
BUSINESS
Galaxy Surfactants: Limited downside risk
Among the key challenges for the company in the coming quarters is the exposure to the US, which constitutes about 10 percent of sales
BUSINESS
Sudeep Pharma IPO: A pricey play on opportunity in drug raw materials
The company’s RHP mentions that more than 80% of the excipients used in India are imported, with China being a major supplier. This underlines a significant opportunity for import substitution
BUSINESS
HEG: Why we remain constructive on this graphite player
Among the key factors to watch are a demerger of HEG Greentech, the demand-supply balance of steel and graphite electrodes in China, and the steel industry utilisation levels in the US
BUSINESS
Sai Life Sciences: Getting positioned for complex offerings
The company is collaborating with large pharma clients on ADC chemistry. ADCs are a class of complex molecules used in targeted cancer therapy
BUSINESS
Divi’s Lab: Time to take some profit off the table?
With a cash balance of more than Rs 3,200 crore, the company appears well-positioned for further investments to tap upcoming opportunities
BUSINESS
Syngene: Is the worst of worries priced in?
The company is working on growth levers, such as expanding biologics manufacturing in Bengaluru, investing in clinical capabilities for peptides, and foraying into clinical trials opportunity.
BUSINESS
Sun Pharma Q2 steady — Should investors pop the stock pill?
While US generic sales would remain soft due to the reduced contribution of Revlimid, innovative medicine sales are expected to do well.
BUSINESS
Navin Fluorine: Improved margin profile boosts confidence
CDMO orders from European CDMO/innovators, a favourable demand-supply scenario for refrigerant gases, and partnership with Chemours will largely determine the company’s growth in the coming quarters
