BUSINESS
Discovery series: Is it time to start looking at this quality diagnostic service?
We expect an earnings CAGR in mid-teens in the medium term for VDC on the back of an expansion-led volume growth in the hinterland
BUSINESS
NOCIL: How much is the global slowdown a worry?
The company is on track to prove itself as a reliable regional supplier of rubber chemicals
BUSINESS
What should domestic investors do as Fed steps up inflation fight?
With the US Fed delivering a very hawkish message, markets have tumbled. The Indian markets have been resilient in the recent past, thanks to better macros. But investors need to be selective
BUSINESS
Clean Science & Technology: Is it time to book some profit, post recent run-up?
Demand slowdown in Europe is a much bigger worry as we could sense from channel checks across the industry
BUSINESS
What do structural gaps in energy market mean for central banks?
The Fed wants to avoid any policy error that can lead to the persistence in inflation readings for a longer period. And that’s why the pick-up of core inflation in the US is a worrying point
BUSINESS
Atul: Why investors should turn cautious
High-cost inventory of raw materials is a key worry when global growth is faltering
BUSINESS
European energy crisis: Gains and pains for Indian chemical players
Force majeure in European Chemicals industry can lead to significant shortfall in range of chemicals
BUSINESS
Aarti Industries: Capex cycle may turn out to be a growth tonic
Near-term challenge impacting the company’s performance is the shortage of key raw material nitric acid. This can be troubling for the next 6-12 months till the time new domestic capacities go on stream
BUSINESS
Balaji Amines: Spot the value unlocking chemistry
In the domestic market, growth visibility for the subsidiary comes from capacity expansion plans of the company’s key clients – Indofil, UPL and Aarti industries
BUSINESS
Jackson Hole: A speech that can act as a preamble for central banks
The responsibility of central bankers to deliver price stability is unconditional.
BUSINESS
Hikal: Is the worst over?
The reopening of the Taloja plant should help the company consolidate business
BUSINESS
HEG: Traction in European demand key watch in the near term
While the quarterly performance was remarkable, near-term prospects are a bit subdued due to the lower demand in Europe.
BUSINESS
Divi’s Labs: Focus on green chemistry
The drug firm is set to benefit from investments in productivity and new product range
BUSINESS
Apollo Hospitals: What lends a hand to core business margins?
The healthcare business is back on track with increase in patient visits and elective procedures. Apollo Hospitals' business margins have been impressive and the occupancy rate is likely to reach pre-COVID levels.
BUSINESS
IPCA Labs: High-cost inventory a drag in the near term
Traction in domestic business but uncertainty in export side
BUSINESS
Amber Enterprises: Long runway for growth
The contract AC maker aims to grow faster than the industry average
BUSINESS
Zydus Lifesciences: Nephrology, biosimilar scope takes focus
Valuation reasonable on the back of traction in branded business
BUSINESS
Blue Star maintains margin discipline amid market uncertainty
Despite many challenges, Blue Star (BLSTR) outperformed its peers in terms of sales and margins in Q1FY23. Strong order inflows and improvement in operating margins, despite cost pressure, marks a strong beginning for fiscal 2023
BUSINESS
Laurus Labs: Diversification picks up pace
Near-term challenges with respect to supply are easing off
BUSINESS
Sun Pharma: Slowdown in speciality clinical trials needs to be watched
For FY23, we continue with the estimates that the top line of Sun Pharma would grow in a high single digit only
BUSINESS
Cipla: Watch out for respiratory and Peptide pipelines
Cipla is building its Peptide pipeline with the recently launched Lanreotide injection, which has been well received
BUSINESS
Dr Reddy’s: China, India to lead EM opportunity
The biggest focus area for Dr Reddy’s is Emerging Markets (EMs). Including India, EMs make up for 43 percent of its sales. In FY23, the company is targeting 130 launches in EMs, of which 30 would be for India
BUSINESS
As Fed reaches 'neutral rate', expect some softening in stance
The Fed continues to be “highly attentive to inflation risks” and determined to take the measures needed to bring down inflation to 2 percent goal
BUSINESS
Navin Fluorine: Diversification away from agrochemicals to set it apart
Navin Fluorine is increasingly looking towards fluoro applications in performance materials. Among the new product platforms to watch out for would be those of fluoropyridine
