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
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
