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Anubhav Sahu

Special Analyst

Moneycontrol Research

SRF: Building a specialty chemicals business block by block

BUSINESS

SRF: Building a specialty chemicals business block by block

Aurobindo: Traction in complex generics is vital to its health

BUSINESS

Aurobindo: Traction in complex generics is vital to its health

Britannia: Advantage Supply Chain

BUSINESS

Britannia: Advantage Supply Chain

Lupin: A watershed year for the US business?

BUSINESS

Lupin: A watershed year for the US business?

The wait for Sun Pharma to rise gets longer

BUSINESS

The wait for Sun Pharma to rise gets longer

Dabur Q4: Is elevated rural exposure Dabur’s Achilles heel?

BUSINESS

Dabur Q4: Is elevated rural exposure Dabur’s Achilles heel?

Aarti Industries Q4: Near-term uncertainty leads to capex deferral

BUSINESS

Aarti Industries Q4: Near-term uncertainty leads to capex deferral

Dr Reddy’s: Primed by strong bets on complex pharma opportunities, good for risk takers

BUSINESS

Dr Reddy’s: Primed by strong bets on complex pharma opportunities, good for risk takers

RIL rights issue: Rights entitlements trade at premium; another capital market reform in place

BUSINESS

RIL rights issue: Rights entitlements trade at premium; another capital market reform in place

Proposed ban on some agrochemicals is negative for producers

BUSINESS

Proposed ban on some agrochemicals is negative for producers

The reset of globalisation: How big is it an opportunity for India Inc? (Part 2)

BUSINESS

The reset of globalisation: How big is it an opportunity for India Inc? (Part 2)

India is certainly one of the main contenders for the shift in global trade away from China. But there are many challenges.

The reset of globalisation: How big is it an opportunity for India Inc? (Part 1)

BUSINESS

The reset of globalisation: How big is it an opportunity for India Inc? (Part 1)

On the export front, the opportunity for Indian manufacturers are humongous if there is a sizeable shift in opportunities from China to India.

Cipla: Respiratory pipeline adds oxygen, accumulate

BUSINESS

Cipla: Respiratory pipeline adds oxygen, accumulate

RIL: Bandwidth of technology investors expands with General Atlantic; Deleveraging on track

BUSINESS

RIL: Bandwidth of technology investors expands with General Atlantic; Deleveraging on track

First, Facebook, then Vista and Silver Lake, and now General Atlantic. Jio continues to be a big draw for technology investors. The zero-debt goal for RIL has just got more fuel.

Tata Consumer: Are all the positives priced in?

BUSINESS

Tata Consumer: Are all the positives priced in?

Godrej Consumer Q4FY20: All hopes pinned on health and hygiene

BUSINESS

Godrej Consumer Q4FY20: All hopes pinned on health and hygiene

Sequent Scientific Q4: Ownership change can accelerate US plans

BUSINESS

Sequent Scientific Q4: Ownership change can accelerate US plans

Sequent Scientific: Private equity buyout to remove non-operational risk of pledged shares

BUSINESS

Sequent Scientific: Private equity buyout to remove non-operational risk of pledged shares

Solara Active Q4: gears up for shift in pharma production from China

BUSINESS

Solara Active Q4: gears up for shift in pharma production from China

Marico Q4: Portfolio focus on essentials a positive, accumulate on declines

BUSINESS

Marico Q4: Portfolio focus on essentials a positive, accumulate on declines

Laurus Labs Q4: Improving product mix and strong execution drive growth

BUSINESS

Laurus Labs Q4: Improving product mix and strong execution drive growth

Atul Q4: Pharma and agrochem to lead the way

BUSINESS

Atul Q4: Pharma and agrochem to lead the way

HUL Q4: Disappointing results, but crisis track record justifies premium valuations

BUSINESS

HUL Q4: Disappointing results, but crisis track record justifies premium valuations

Reliance's rights issue: Shot in the arm for debt reduction efforts; zero debt target in sight

BUSINESS

Reliance's rights issue: Shot in the arm for debt reduction efforts; zero debt target in sight

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