Moneycontrol PRO

Anubhav Sahu

Principal Analyst

Moneycontrol Research

IPCA Labs guidance should move investor focus beyond HCQS, accumulate

BUSINESS

IPCA Labs guidance should move investor focus beyond HCQS, accumulate

There is much more to IPCA Labs than the HCQS opportunity. Its FY21 guidance reflects that.

Galaxy Surfactants: Growing demand for personal hygiene products a game changer?

BUSINESS

Galaxy Surfactants: Growing demand for personal hygiene products a game changer?

Stiffer intensity, uncertain demand environment and lower discretionary spending pose key risks

Aarti Industries: The risk of contract termination becoming a trend for the industry

BUSINESS

Aarti Industries: The risk of contract termination becoming a trend for the industry

This rethink is being fuelled by the uncertain demand situation at present, which is reflecting in the desire to lower supply chain risk, change outsourcing contracts and calibrate capex growth.

What does the Fed’s stance imply for stock markets brimming with liquidity?

BUSINESS

What does the Fed’s stance imply for stock markets brimming with liquidity?

Fed’s dot plot clearly conveys a strong consensus for “lower for longer” rates. On top of that, the Fed ascertains that policy tools/stimulus measures would be used “forcefully, proactively and aggressively” as the need arise to support economy.

Apcotex Industries: Adverse demand-supply balance poses a risk

BUSINESS

Apcotex Industries: Adverse demand-supply balance poses a risk

SRF: Building a specialty chemicals business block by block

BUSINESS

SRF: Building a specialty chemicals business block by block

Aurobindo: Traction in complex generics is vital to its health

BUSINESS

Aurobindo: Traction in complex generics is vital to its health

Britannia: Advantage Supply Chain

BUSINESS

Britannia: Advantage Supply Chain

Lupin: A watershed year for the US business?

BUSINESS

Lupin: A watershed year for the US business?

The wait for Sun Pharma to rise gets longer

BUSINESS

The wait for Sun Pharma to rise gets longer

Dabur Q4: Is elevated rural exposure Dabur’s Achilles heel?

BUSINESS

Dabur Q4: Is elevated rural exposure Dabur’s Achilles heel?

Aarti Industries Q4: Near-term uncertainty leads to capex deferral

BUSINESS

Aarti Industries Q4: Near-term uncertainty leads to capex deferral

Dr Reddy’s: Primed by strong bets on complex pharma opportunities, good for risk takers

BUSINESS

Dr Reddy’s: Primed by strong bets on complex pharma opportunities, good for risk takers

RIL rights issue: Rights entitlements trade at premium; another capital market reform in place

BUSINESS

RIL rights issue: Rights entitlements trade at premium; another capital market reform in place

Proposed ban on some agrochemicals is negative for producers

BUSINESS

Proposed ban on some agrochemicals is negative for producers

Cipla: Respiratory pipeline adds oxygen, accumulate

BUSINESS

Cipla: Respiratory pipeline adds oxygen, accumulate

RIL: Bandwidth of technology investors expands with General Atlantic; Deleveraging on track

BUSINESS

RIL: Bandwidth of technology investors expands with General Atlantic; Deleveraging on track

First, Facebook, then Vista and Silver Lake, and now General Atlantic. Jio continues to be a big draw for technology investors. The zero-debt goal for RIL has just got more fuel.

Tata Consumer: Are all the positives priced in?

BUSINESS

Tata Consumer: Are all the positives priced in?

Godrej Consumer Q4FY20: All hopes pinned on health and hygiene

BUSINESS

Godrej Consumer Q4FY20: All hopes pinned on health and hygiene

Sequent Scientific Q4: Ownership change can accelerate US plans

BUSINESS

Sequent Scientific Q4: Ownership change can accelerate US plans

Sequent Scientific: Private equity buyout to remove non-operational risk of pledged shares

BUSINESS

Sequent Scientific: Private equity buyout to remove non-operational risk of pledged shares

Solara Active Q4: gears up for shift in pharma production from China

BUSINESS

Solara Active Q4: gears up for shift in pharma production from China

Marico Q4: Portfolio focus on essentials a positive, accumulate on declines

BUSINESS

Marico Q4: Portfolio focus on essentials a positive, accumulate on declines

Laurus Labs Q4: Improving product mix and strong execution drive growth

BUSINESS

Laurus Labs Q4: Improving product mix and strong execution drive growth

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