Moneycontrol PRO

Anubhav Sahu

Principal Analyst

Moneycontrol Research

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

Atul Q4: Pharma and agrochem to lead the way

BUSINESS

Atul Q4: Pharma and agrochem to lead the way

HUL Q4: Disappointing results, but crisis track record justifies premium valuations

BUSINESS

HUL Q4: Disappointing results, but crisis track record justifies premium valuations

Reliance's rights issue: Shot in the arm for debt reduction efforts; zero debt target in sight

BUSINESS

Reliance's rights issue: Shot in the arm for debt reduction efforts; zero debt target in sight

Fed April meet: Liquidity backstop to remain till sustained economic recovery

BUSINESS

Fed April meet: Liquidity backstop to remain till sustained economic recovery

Aarti Industries: Well-positioned to capture shift in chemical supply chain

BUSINESS

Aarti Industries: Well-positioned to capture shift in chemical supply chain

Facebook-Jio deal | Will it help RIL deleverage and re-rate?

BUSINESS

Facebook-Jio deal | Will it help RIL deleverage and re-rate?

Our back-of-the-envelope calculations suggest net debt can decrease by 80 percent if the inflows from the deals with Facebook, Aramco and BP are used to deleverage.

The Facebook deal is a huge positive for RIL

BUSINESS

The Facebook deal is a huge positive for RIL

Our back-of- the- envelope calculations suggest that net debt can decrease by 80 percent if the inflows from the deals with Facebook, Aramco and BP are used to deleverage.

US FDA tailwind: Structural or situational?

BUSINESS

US FDA tailwind: Structural or situational?

Pharma companies that can benefit from the demand for complex respiratory drugs

BUSINESS

Pharma companies that can benefit from the demand for complex respiratory drugs

Diamonds in the Dust: Why ITC presents a value-buying opportunity

BUSINESS

Diamonds in the Dust: Why ITC presents a value-buying opportunity

The global stimulus bazooka – Why market downside may be limited

BUSINESS

The global stimulus bazooka – Why market downside may be limited

Marico Q4 update: Skewed growth in food portfolio to sustain

BUSINESS

Marico Q4 update: Skewed growth in food portfolio to sustain

Stock trades at a sharp discount to large caps such as HUL, Dabur, and Britannia

COVID-19: Which pharma companies can benefit from the export ban relaxation?

BUSINESS

COVID-19: Which pharma companies can benefit from the export ban relaxation?

While there is a partial relaxation in exports of Hydroxychloroquine, the potential first line of treatment for COVID patients, the main question is the ability to meet domestic needs

HUL's Horlicks brand buy to save operating cash for better use

BUSINESS

HUL's Horlicks brand buy to save operating cash for better use

We continue to see substantial scope for synergy benefits

COVID-19 | Supply chain disruptions: The challenges ahead for India Inc

BUSINESS

COVID-19 | Supply chain disruptions: The challenges ahead for India Inc

Lessons for India from China’s stimulus measures

BUSINESS

Lessons for India from China’s stimulus measures

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