Presenting Partner

Life Insurance Corporation of India

Moneycontrol

Budget 2022

Associate Partners:

  • Kotak Mutual Fund
  • Pharmeasy
  • Indiabulls
  • State Bank of India
  • CoinSwitch Kuber

Presenting Partner

Life Insurance Corporation of India

Moneycontrol

Budget 2022

Technology Partner

Dell Technologies

Associate Partners

Kotak Mutual Fund
Pharmeasy
Indiabulls
State Bank of India
CoinSwitch Kuber

Anubhav Sahu

Principal Analyst

Moneycontrol Research

Cipla: Focus shifts to FY23 launches

BUSINESS

Cipla: Focus shifts to FY23 launches

In the US market, while the Albuterol opportunity is stabilising for Cipla, traction for Arformoterol and the high-value product launch calendar in H2 FY23 is a key watch

Ami Organics: What should investors do, post recent correction?

BUSINESS

Ami Organics: What should investors do, post recent correction?

According to the management of Ami Organics, the priority for the acquired business of Gujarat Organics is to stabilise revenue and focus on reducing inefficiencies

Gland Pharma: Operating leverage to offset input cost pain

MONEYCONTROL-RESEARCH

Gland Pharma: Operating leverage to offset input cost pain

As far as geographical diversification is concerned, Gland Pharma's foray into non-US markets is expected to accelerate. It's seen to leverage from products already approved in the US for launch in other markets

Syngene: Look beyond the near-term input cost pressure

BUSINESS

Syngene: Look beyond the near-term input cost pressure

Syngene continues to guide for a mid-teen revenue growth in FY22. This appears possible, given the improved demand scenario and the strong traction in H1 FY22

Navin Fluorine: Should investors accumulate the stock, post recent correction?

BUSINESS

Navin Fluorine: Should investors accumulate the stock, post recent correction?

Recent initiatives present a significant opportunity as Navin continues to invest in talent and technology and get new inquiries from innovators

What should investors do with this diagnostic play as COVID cases drop?

BUSINESS

What should investors do with this diagnostic play as COVID cases drop?

Krsnaa Diagnostics presents superior contract execution and scalability in radiology diagnostics

Food colour companies are in capacity overdrive. What next for investors?

BUSINESS

Food colour companies are in capacity overdrive. What next for investors?

Indian food colour industry is set for dominance after the sharp scale-up in capacity expansion and end-market expertise. Vidhi specialty remains our preferred play

China supply crisis: Can India’s chemicals step in?

BUSINESS

China supply crisis: Can India’s chemicals step in?

In the last 20 months, COVID, logistics issues, and, now, power shortages have accelerated the global trend of de-risking the supply chain from China which would benefit the entire Indian chemical industry.

How does the power crunch in China play out for Indian sectors?

BUSINESS

How does the power crunch in China play out for Indian sectors?

China power outages is likely to keep prices of commodities at elevated levels; China-plus theme gets further push

For Sumitomo Chemicals India, speciality is the trump card

BUSINESS

For Sumitomo Chemicals India, speciality is the trump card

The key near-term trigger for Sumitomo Chemical is the manufacturing of technical grade active ingredients for its parent company

Fine Organics glued to green chemicals, may keep valuation premium

BUSINESS

Fine Organics glued to green chemicals, may keep valuation premium

The medium-term growth in earnings for Fine Organics is expected to be driven mainly by volume growth in new capacities, better realisations and normalisation of input costs

Fed signals early taper, but there is no immediate impact

BUSINESS

Fed signals early taper, but there is no immediate impact

The Fed continues to delink interest rate lift-off from tapering. Though the dot-plot of the September meeting hints towards one rate hike of 25 bps in 2022, Powell said “lift-off in policy rates” is not on its radar, as of now

Ami Organics: Is it time to book profit as strong listing narrows valuation gap?

BUSINESS

Ami Organics: Is it time to book profit as strong listing narrows valuation gap?

Post the strong listing, multiples are close to some of the larger players in chemicals, having their end-market as pharma.

Vijaya Diagnostic: What does this regional player offer amid industry consolidation?

BUSINESS

Vijaya Diagnostic: What does this regional player offer amid industry consolidation?

Going forward, technology will be the differentiator, and Vijay Diagnostic's differentiated hub- and-spoke model calls for attention

SRF: Growth casts its net wide, but margins face pressure

BUSINESS

SRF: Growth casts its net wide, but margins face pressure

The EBITDA margins of SRF are likely to moderate as the benefit from the operating leverage gets blunted by the margin contraction in the packaging business

What's the trump card for this speciality chemical player?

BUSINESS

What's the trump card for this speciality chemical player?

Recent developments point to Clean Science and Technology's focus on enlarging product basket and a focus on green chemistry, which helps it differentiate from the rest

Ami Organics IPO: A play on critical pharma intermediates

BUSINESS

Ami Organics IPO: A play on critical pharma intermediates

Intermediates are the key area where import dependence is huge, and, hence, a company like Ami Organics is likely to benefit

Vijaya Diagnostic IPO: Can this regional player repeat the success of KIMS IPO?

IPO

Vijaya Diagnostic IPO: Can this regional player repeat the success of KIMS IPO?

The key strength of Vijaya Diagnostic lies in its heavy B2C mix – more than 90 per cent of business flows from individual customers. This ensures that the company has almost negligible receivables which helps it to maintain a negative working capital.

Divi’s Labs: Green chemistry gives it the upper hand

BUSINESS

Divi’s Labs: Green chemistry gives it the upper hand

Divi's Labs has a strong focus on ‘green chemistry’, helping it to reduce wastage through technology adoption, leading to better profitability and relationship with global clients

For NOCIL, demand pick-up, 'China plus' spell good news

BUSINESS

For NOCIL, demand pick-up, 'China plus' spell good news

On the exports front, enquiries from new customers have increased as MNC clients want to contain the China supply-chain risk

Cadila: Vaccine opportunity unfolds

BUSINESS

Cadila: Vaccine opportunity unfolds

On conservative basis, for COVID vaccine opportunity, Cadila can at least add 16 per cent of FY21 sales revenue, on a full-year basis

Aurobindo Pharma: Termination of inorganic bet eases capital allocation worries

BUSINESS

Aurobindo Pharma: Termination of inorganic bet eases capital allocation worries

We believe termination of the Cronus Pharma acquisition deal should help remove corporate governance/capital allocation fears

Suven Pharma: Normalisation of margins adds to comfort

BUSINESS

Suven Pharma: Normalisation of margins adds to comfort

There is an emerging preference for full-service CDMOs. This puts players like Suven in a better spot as it tries to capture the whole of the value chain

Aurobindo Pharma: Value proposition intact, but consolidation can take longer

EARNINGS

Aurobindo Pharma: Value proposition intact, but consolidation can take longer

In this injectables space, Aurobindo pharma remains constructive and plans to grow from the current annual sales base of $400 million to 650-700 million in three years, backed by new plants in the US and Vizag.

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