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
BUSINESS
Gopal Snacks IPO: Will it be a worthy investment?
The company enjoys industry-leading return ratios and the best asset turnover ratio among peers
BUSINESS
JG Chemicals IPO: Should investors ride this proxy for the tyre industry?
The company’s future performance will be largely contingent on the successful execution of the diversification strategy
BUSINESS
Balaji Amines: Is a turnaround on the cards?
The company continues to add capacities to meet import substitution opportunities. Also, recent holiday spending data from China suggest demand is returning.
BUSINESS
GPT Healthcare IPO: Play on eastern India’s healthcare demand
What makes this IPO interesting is that eastern India has the lowest concentration of medical specialists among all the regions in India. Further, the company‘s key market, Kolkata, has the lowest bed density across Tier 1 cities.
BUSINESS
Concord Biotech: Time to take some profit off the table?
The valuation of this leading fermentation play is now at a premium compared to the pharma sector, and there are new logistics challenges emerging for this export-heavy entity from the Red Sea crisis
BUSINESS
Tarsons Products: Capex cycle nearing completion
Competitive pricing and a wide range of products have helped it to stay relevant
BUSINESS
Aarti Industries: Strong volume growth ahead
Sequential improvement in top line backed by improved demand visibility
BUSINESS
Galaxy Surfactants: Demand trends on the mend in advanced economies
The company is well placed to meet the potential demand as it has sufficient spare capacity
BUSINESS
Ami Organics: Should one look beyond the sharp pricing erosion?
The pharma company is well positioned to take advantage of emerging opportunities
BUSINESS
Divi’s Lab: Progress in product launch pipeline adds to conviction
Sequential improvement in margin on the back of a favourable product mix and lower raw material prices
BUSINESS
Entero IPO: Should investors pop the flotation pill?
The company will have to scale up its top line manifold to be able to protect its profitability
BUSINESS
Tata Consumer Products: Resilient performance of new businesses with margin beat
Premium products, operating leverage, and merger synergies to aid further growth
BUSINESS
Navin Fluorine: Going through transitional pain of de-stocking and deferrals
The capex announcement for the new cGMP facility, supply agreement with Fermion, and a strategic partnership with a US-based CDMO player indicate that the company is on track to reach the goal of $100 million for the CDMO business.
BUSINESS
SRF: Last leg of inventory rationalisation provides an opportunity
The management sees a sharp sequential recovery as channel inventory and pricing situation are stabilising. Further, new capacities for varied product categories are expected to contribute in the coming months.
