BUSINESS
Galaxy Surfactants: Volume growth visibility remains intact
As demand for specialty care products is expected to grow faster in FY25, the company’s profitability is likely to improve.
BUSINESS
Divi’s Lab: Custom synthesis business gaining ground
With custom synthesis scope widening and fresh opportunities in off-patented API molecules emerging, Divi’s is on a firm footing
BUSINESS
Sun Pharma: Time to book profit?
While the specialty pipeline is healthy and one of the drugs under review can potentially get launched in FY25, the growth outlook for FY25 appears dull
BUSINESS
Zydus Lifesciences: Why we still remain positive
Annual sales traction from Revlimid is decent and it is likely to stay so till 2026. The management is also positive about the product pipeline
BUSINESS
Navin Fluorine: Sequential pick-up, but recovery in CDMO biz a key lever
A Rs 288-crore capex for a new cGMP facility, supply agreement with Fermion, and the addition of a UK pharma major as a customer are among the new growth levers that keep the medium-term prospects bright for the CDMO segment.
BUSINESS
Ami Organics: Strong sequential uptick
As export demand is getting better, the company expects a steady growth in H1FY25 and guides for a stronger H2 on the back of CDMO business
BUSINESS
Cipla: Valuations cap upside unless peptide product launch picks up pace
The drug major posts moderate growth with lower operating margins
BUSINESS
SRF: Volume-led revival to accelerate in H2 FY25
The management believes that industry-wide challenges due to channel inventory and dumping by China are moderating and sees volume-led growth in the coming quarters.
BUSINESS
Dr Reddy’s: Watchful of the Revlimid cliff
In times to come, the company may gear up for new inorganic initiatives to improve its market share in India. In the meantime, margins may moderate
BUSINESS
Indegene IPO: Play on the digital adoption by the healthcare industry
Investors can subscribe to this IPO, but should keep a watch on execution post the listing
BUSINESS
Can Fed’s dovish pause re-fuel global equities?
A cut in policy rates still depends on the trend in inflation, but a hike on the face of recent macro weakness is unlikely
BUSINESS
Laurus Labs: CDMO business to accelerate from FY26
While FY25 is expected to see a gradual recovery, FY26 and FY27 can witness material jump in earnings as a large part of the invested assets starts sweating
BUSINESS
Discovery Series | Shaily Engineering: Moving towards higher-margin business model
Well positioned for Make-in-India initiatives and consumer shift towards India-made products
BUSINESS
Chemicals: Time to go overweight?
Growth prospects in China and the US augur well for the sector
BUSINESS
Israel, Iran trade punches – What it means for Indian markets
Though the domestic economy looks promising, equities may remain volatile in the near term
BUSINESS
Gland Pharma: Does it still offer value after a strong run?
Though the management mentions that Cenexi has a decent clientele and the order book can be leveraged, an investment of 30 million euros is needed for its revamp
BUSINESS
FMCG: Has volume growth trend bottomed out?
Converging trends in rural and urban consumption
BUSINESS
When will India see the much-awaited rate action in 2024?
The timing will depend on the Fed action along with the Lok Sabha election results and the monsoon performance
BUSINESS
Dabur India: Can the sluggish growth trend reverse in election year?
Rural growth pickup remains a key factor to be watched
BUSINESS
With better free cash flow yields, this FMCG proxy calls for attention
Galaxy Surfactants has a clean balance sheet and there is improving visibility on its volume growth
BUSINESS
HUL: A defensive play led by premium products
The FMCG giant is investing in brands and extending reach
BUSINESS
Fed policy: What should Indian investors do as US soft landing plays out?
The FOMC is expecting a longer road ahead in the fight against inflation
BUSINESS
Is ITC still a value play?
Well-diversified business model with robust free cash flows
BUSINESS
How should investors approach the upcoming rate easing cycle?
Uncertainty in monetary policy and elevated valuations warrant a staggered buying approach
