BUSINESS
Nestle India: Sluggish consumption amid elevated commodity prices
Coffee and cocoa were particularly costlier while prices of cereals and edible oils picked up due to an erratic monsoon
BUSINESS
Reliance Industries Q2: Consumption-oriented segments telecom, retail drive growth
While a subdued global economic environment has affected its O2C business performance, improving prospects for consumption growth and progress in new energy business will drive the stock outlook
BUSINESS
Trump vs Harris: What it means for India and markets
A Republican win could be negative for EMs, while a Democrat victory is likely to be beneficial for countries like India
BUSINESS
How prudent is the investment case for HEG?
The graphite electrode player is likely to be a key beneficiary of the decarbonisation trend in the steel industry
BUSINESS
As the Middle East explodes, how should investors position themselves?
Valuation makes the Indian market vulnerable to a military escalation. The gap between Nifty earnings yield and the 10-year G-Sec yield is closer to the average during historical market peaks
BUSINESS
What should investors do with these carbon-black twins?
Long-term plans have a long gestation period and can face challenges
BUSINESS
Nocil: A casualty of China dumping
The current challenges due to dumping and moderate growth expectations are a dampener. Further, elevated valuation is likely to cap the upside in the near term
BUSINESS
Fed’s aggressive defence: What should investors do?
The US Fed’s rate cut cycle will reinforce the gush of liquidity to Indian markets, which, along with earnings growth, should continue to offset valuation concerns in the near term.
BUSINESS
Tarsons Products: Industry indicators point to recovery
Upcoming capacities, plans to unveil new products, and an inorganic strategy to push exports should drive earnings growth in the near to medium term
BUSINESS
What’s the importance of US Biosecure Act for India?
The legislation will curb the dominance of Chinese players in the US biotech industry, throwing up opportunities for Indian companies
BUSINESS
Ami Organics: Well placed to meet growth guidance despite global challenges
Successful inspection by the regulatory agency of Japan adds to the company’s credential in the advanced intermediates space
BUSINESS
Concord Biotech: Strong grip on fermentation APIs stays
Though valuations are at a premium, the company has strong earnings prospects ahead
BUSINESS
Jackson Hole Symposium: The interest rate cycle's direction is clear
Stock portfolio churn could be tricky as Fed takes cues from high-frequency indicators and starts cutting rates for better risk-reward balance
BUSINESS
Balaji Amines: What is the future of this import substitution play?
The medium-term growth driver is a series of projects, which are getting commissioned in the near term. Also, the company has a significant surplus capacity that can gain traction from a gradual global recovery.
BUSINESS
Galaxy Surfactants: Growth led by advanced economies
The domestic market is cautiously growing after a strong FY24 and the economy is improving. Logistics pose a key challenge for the company
BUSINESS
Aarti Industries: Greedy when others are fearful?
As the volume growth guidance is intact and new capacities and newer chemical value chains are expected to get unlocked in the next two years, investors should consider the opportunity the market is offering
BUSINESS
PCBL: Will growth accelerate with the new acquisition?
The newly acquired business of water treatment chemicals is doing well. While the company has additional diversification plans on specialty chemicals, a sharp jump in leverage can hold it back in the near term.
BUSINESS
Zydus Lifesciences: Time to book profit?
Transitional opportunity due to Revlimid helped this quarter, though remaining quarters may not witness a similar contribution. Hence, margins are likely to moderate.
BUSINESS
Syngene: Strong play on ‘China Switches’ in the CRAMS space
The shift in global supply chains in the post-pandemic world –described as China Switches by the company – has led to the setting up of pilot projects across a broad range of services.
BUSINESS
Divi’s Lab: Growth visibility for custom synthesis
While pricing erosion remains a challenge for generic APIs, new opportunities for generic molecules would unfold in FY26. Medium-term growth would be on account of seven molecules that are going off-patent
BUSINESS
Sun Pharma: Softness in specialty segment can weigh on valuation
While the company enjoys nearly 50 percent share in high-margin segments, near-term earnings growth trajectory doesn’t appear exciting
BUSINESS
Fed July meet: Setting the stage for a 'dial back'
US Federal Reserve chief Jerome Powell has signalled the beginning of rate cuts in September
BUSINESS
Navin Fluorine: Lacklustre Q1FY25; growth capex on track
In the next 18 months, the company is planning to commission various capacities across segments which will provide a base for multi-year growth.
BUSINESS
Sumitomo Chemical India: Does the stock present an opportunity after the strong run-up?
The company has a strong product pipeline but there are a few concerns to be monitored
