Moneycontrol PRO

Anubhav Sahu

Principal Analyst

Moneycontrol Research

Cadila: More a COVID hedge in the near term

BUSINESS

Cadila: More a COVID hedge in the near term

Cadila's India presence -- at about 45 per cent of sales -- is similar in size as the US business and provides better cash-flow visibility

Aarti Industries: Pricing power on display

BUSINESS

Aarti Industries: Pricing power on display

Ability to quickly harness demand in the macro recovery phase and display of pricing power add to our constructive view on the Aarti Industries stock

Chemplast Sanmar IPO: More a commodity than speciality product

BUSINESS

Chemplast Sanmar IPO: More a commodity than speciality product

We would not be surprised, if, in future, the suspension PVC business of Chemplast Sanmar is once again demerged to unlock value for the standalone business

IPCA Labs: Strong revival for domestic formulations

BUSINESS

IPCA Labs: Strong revival for domestic formulations

IPCA, which was mainly known a few years ago for anti-malarial medications, is now having a significant contribution from non-anti-malarial medicines

Cipla: M&A opportunity could be near-term trigger

BUSINESS

Cipla: M&A opportunity could be near-term trigger

Cipla, with its leadership in inhalation, focus on green chemistry and potential deployment of cash savings for new growth drivers, warrants attention

Balaji Amines: Agile execution of import substitution play

BUSINESS

Balaji Amines: Agile execution of import substitution play

We remain positive on Balaji’s strategy to focus on import substitution opportunities. In the process, the management appears nimble in implementing change in technology, process and products to edge out global competition

Krsnaa Diagnostics IPO: Should one foot the bill for this diagnostics?

BUSINESS

Krsnaa Diagnostics IPO: Should one foot the bill for this diagnostics?

The key differentiator in the business model of Krsnaa Diagnostics is the hub-and-spoke model in radiology

PI Industries: A sizeable entry into pharma

BUSINESS

PI Industries: A sizeable entry into pharma

Acquisition of Ind Swift Laboratories would provide synergistic benefits and would be new growth catalyst for the company. Company believes the acquisition is the first step towards transforming itself into a more diversified player.

Sun Pharma: Ilumya illuminates

BUSINESS

Sun Pharma: Ilumya illuminates

The specialty segment remains an important part of the Sun Pharma's strategy to scale up business and launch itself into the domain of complex molecules and novel dosage forms

Navin Fluorine: Speciality chemicals, CRAMS to lead the way

BUSINESS

Navin Fluorine: Speciality chemicals, CRAMS to lead the way

Navin Fluorine has mandated a large consulting firm to look at the synergistic opportunity presented by speciality chemicals and CRAMS

US Fed: Now, one step closer to 'tapering'

BUSINESS

US Fed: Now, one step closer to 'tapering'

The Fed believes that long term inflation expectations are anchored around the 2 percent objective and that’s what matters for policy decisions

Dr Reddy’s: Growth story remains intact; margins key monitorable

BUSINESS

Dr Reddy’s: Growth story remains intact; margins key monitorable

Dr Reddy's margins are likely to be weighed by recurring investments - digitization, brand building exercise & elevated R&D - in near to medium term

Glenmark Life Sciences IPO: Traction in complex APIs holds re-rating potential

BUSINESS

Glenmark Life Sciences IPO: Traction in complex APIs holds re-rating potential

In order to address the opportunities in oncology, peptides and iron compounds, Glenmark Life Science plans to build an R&D pipeline in the coming years

Gland Pharma’s new product play for FY22 holds a lot of promise

MONEYCONTROL-RESEARCH

Gland Pharma’s new product play for FY22 holds a lot of promise

While the US market is still expected to clock 18-20 per cent growth for Gland Pharma in FY22, the company’s foray into non-US markets would accelerate growth in the medium term

Rossari Biotech: Calibrated inorganic strategy opens up opportunities

BUSINESS

Rossari Biotech: Calibrated inorganic strategy opens up opportunities

Rossari’s M&A strategy is apparently focussed on encompassing complementary technology, talent, products and client base

Tatva Chintan Pharma Chem: Is the speciality chemical IPO worth applying?

BUSINESS

Tatva Chintan Pharma Chem: Is the speciality chemical IPO worth applying?

Tatva has a diversified product portfolio, with a dominant position in most product segments. Valuations are at a discount to the comparable peer set

Clean Science and Technology IPO: Clean and richly valued

BUSINESS

Clean Science and Technology IPO: Clean and richly valued

CSTL is among the few companies globally focussed on developing eco-friendly and cost-competitive technologies using in-house catalytic processes

Demand for medical gloves gives this stock a distinct edge

BUSINESS

Demand for medical gloves gives this stock a distinct edge

Apcotex plans to spend Rs 100-110 crore over FY22 and early FY23 if environmental permission for the XNBR latex plant at Valia comes through

Solara Active: Build-up of CRAMS pipeline to help rerate

BUSINESS

Solara Active: Build-up of CRAMS pipeline to help rerate

Solara is looking at utilising cash flows to build a project pipeline for CRAMS, capitalising on inorganic opportunities

Bodal Chemicals: Benzene benefit to show up from FY24

BUSINESS

Bodal Chemicals: Benzene benefit to show up from FY24

Business diversification seems to be an attempt to reduce volatility in profitability from the dyes industry and gain exposure to more stable chemicals

Reliance’s foray into green energy will boost India’s renewable energy ambitions and geopolitical standing

BUSINESS

Reliance’s foray into green energy will boost India’s renewable energy ambitions and geopolitical standing

RIL AGM 2021: India’s energy sector is on the cusp of a solar powered revolution and Reliance is set to play a leading role in it

India Pesticides IPO: What does this have in store for investors?

BUSINESS

India Pesticides IPO: What does this have in store for investors?

India Pesticides, with one of the best return ratios in the industry, has swiftly ramped up its capacity in recent years indicating good order book and strong linkage with formulators

US Fed meet ratchets up inflation fears and tapering talk

TRENDS

US Fed meet ratchets up inflation fears and tapering talk

While the Fed Chair sounded dovish, he dropped hints of a significant change in the macroeconomic context in the last six months which may warrant tapering or rate hike earlier than expected, puncturing the equity rally

IPO radar | Is KIMS a dark horse in the making?

BUSINESS

IPO radar | Is KIMS a dark horse in the making?

The growth strategy at KIMS is based on volume play driven by hinterland opportunities

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