BUSINESS
Balaji Amines: Competitive intensity remains elevated
Favourable outcome of dumping probes appears to be the key growth catalyst in the near term
BUSINESS
Is the FMCG sector gearing up for another disruption?
Reliance Consumer Products Ltd (RCPL) is positioned to become a major disruptor in India's FMCG sector, with Reliance Industries announcing aggressive expansion plans
BUSINESS
Galaxy Surfactants: Valuation pricing in the pessimistic outlook
The company’s long-standing relations with MNC customers can help it navigate the US tariff headwinds
BUSINESS
Gem Aromatics IPO: A niche play on flavours and fragrances market
Key growth drivers will be the new set of product lines belonging to the aroma industry
BUSINESS
Zydus Lifesciences: Time to accumulate the stock?
Tariffs pose a near-term risk. However, Zydus’s focus on novel drugs and the foray into medical devices are key moves to watch
BUSINESS
Sai Life Sciences: Strong start keeps CDMO business in the lead
India’s limited share in the CRDMO market presents strong headroom for growth
BUSINESS
Why Indian exporters may not succeed in offsetting the potential US loss
Even as it faces a trade war with the US, China’s share in global exports has increased over the years. For India, replicating this story will not be easy
BUSINESS
Divi’s Lab: Better capex guidance to meet upcoming demand
R&D activities around peptides and contrast media remain the two medium-term growth drivers for the company. US tariffs are a near-term risk.
BUSINESS
SRF: Chemicals support the performance chemistry
The chemical business grew 24 percent YoY, helped by volume recovery in agrochemical intermediates and improved off-take for the recently launched products
BUSINESS
Acutaas Chemicals: CDMO business outlook improves
The CDMO business appears steady and additional approvals of indications for the oncology drug – Darolutamide – add to revenue visibility. Further, another key contract is expected to commence from Q4 FY26
BUSINESS
Navin Fluorine: After a strong run-up, is it time to book profit?
The company has multiple CDMO orders lined up for FY26, starting with two European majors, including US-based Fermion, for the second quarter.
BUSINESS
Sun Pharma: Innovative drugs are near-term growth drivers
Sun Pharma’s top line growth is steady. Innovative medicines to act as growth tonic, as the US generics business remains soft. The stock valuation is justified.
BUSINESS
Triple factors that are likely to guide the market course in the near term
How should investors position themselves amid Fed’s caution, IMF upgrades, and Trump’s punitive stance for India
BUSINESS
Laurus Labs: Is it time to book profit?
The company has a CDMO pipeline of 90+ human health projects, wherein 15 products are commercialised, targeting APIs and intermediates
BUSINESS
Syngene: How soon can it overcome near-term worries?
The CRDMO player is still to see the full impact of the client’s inventory rationalisation
BUSINESS
Cipla: Non-US markets to drive growth in the near term
Reduced contribution of Revlimid is likely to get offset by new products
BUSINESS
Dr Reddy’s: Near-term growth outlook is opaque
The medium-term triggers for the company include a launch pipeline for Semaglutide in non-US markets and the progress of biosimilars.
BUSINESS
Himadri Speciality: Strategically positioned to emerge as a battery chemicals giant
The company benefitted from lower raw material costs, productivity, and higher salience of high-margin products, leading to continued expansion in gross margins.
BUSINESS
Anthem Biosciences IPO: Promising, but pricey play on global CRDMO tailwind
The company offers integrated services across the drug discovery, development, and manufacturing lifecycle for both NCEs and NBEs, including specialised fermentation-based APIs
BUSINESS
Aarti Industries: Return ratios to light up with better sweating of assets
While a large number of end markets are showing an improving outlook, in the near term, pricing pressure is expected to continue.
BUSINESS
Balaji Amines: Is caution warranted after the run-up?
Among the end markets, the pharmaceutical sector has shown stable demand, but the agrochemical segment remains fragile
BUSINESS
Nocil: Valuation factoring in near-term challenges
While the current challenges due to dumping and moderate domestic growth expectations are a dampener, the company is positioning well for the upcoming opportunities
BUSINESS
How to navigate markets amid Fed’s pause and stagflation risks
There are quite a few factors that make the future global economic scenario uncertain for now
BUSINESS
SRF’s profit margins likely to strengthen in FY26
A strong showing has led to an upward revision in its capex guidance for the year. Post its share price run-up, is there still value left?
