BUSINESS
Archean Chemical: Company plans to clean balance sheet through IPO
Archean Chemical had a checkered history in terms of debt management and struggled to execute its expansion plan one time. A successful IPO, however, can provide a clean slate this time to foray into bromine derivatives
BUSINESS
Cipla: Steady improvement in business, but valuation expensive
The launch pipeline for peptide & inhalation products in the US market and the margin profile for the domestic business are the key things to watch
BUSINESS
Global Health IPO: Play on regional healthcare demand, subscribe for long term
A rebound in patient visits and elective procedures have contributed to the improving economics for hospital chains. Medanta is play on this demand, particularly in the north and east of India
BUSINESS
Fed signals rates higher for longer: what should investors do?
The Fed appears to be more comfortable with the risk of overtightening compared to the risk of doing too little to stem inflation
BUSINESS
Sun Pharma: Strong speciality show, scale-up in clinical trials awaited
Domestic business is witnessing market share gains and expecting better traction as the company’s field force expansion is over
BUSINESS
What does g-Revlimid launch mean for Dr Reddy’s margin trajectory?
Emerging markets, including India, would remain the chief driver of top-line growth
BUSINESS
Laurus Labs Q2: What worked, what didn't?
Capex execution will be key to the company’s growth prospects; diversification initiatives should be supportive
BUSINESS
Navin Fluorine: Pick-up in demand from pharma innovators a key watch
Valuation is quite rich and investors should wait for a better opportunity to accumulate this stock
BUSINESS
Syngene: Can it keep its premium valuation, going forward?
Investment in biologics is expected to remain recurring as new opportunities are unfolding in the field of biologics for Syngene
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
