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Lekha Badlani

Research Analyst

Money Control

The Budget policy measures for agriculture are too late, too little!

BUSINESS

The Budget policy measures for agriculture are too late, too little!

The much-needed initiatives that could boost farm income found no mention in the Union Budget

JSW Steel: Q1 FY25 weaker than expected; levers in place for better FY25

BUSINESS

JSW Steel: Q1 FY25 weaker than expected; levers in place for better FY25

Company’s focus on value-added special steel products should support realisation.

Coal India revises e-auction norms: Is there more upside to the stock now?

BUSINESS

Coal India revises e-auction norms: Is there more upside to the stock now?

Offering more volumes through the e-auction route should help cater to the unserved domestic demand

What can the Union Budget do to address the woes of Indian agriculture?

BUSINESS

What can the Union Budget do to address the woes of Indian agriculture?

Budget 2024-25: It is time for policymakers to realise that incentives will never be enough and will only increase the fiscal burden year on year. The sector will need viable solutions for a sustained growth

Krsnaa Diagnostics: A stock to ride the theme of inclusive healthcare

BUSINESS

Krsnaa Diagnostics: A stock to ride the theme of inclusive healthcare

With the ramp-up of new projects, the current revenue growth trajectory should continue into FY25-26

Bansal Wire Industries IPO: Should you make it part of your portfolio?

BUSINESS

Bansal Wire Industries IPO: Should you make it part of your portfolio?

Successful execution of its product expansion to new segments will be key to watch

PI Industries adds another feather in its cap with this new acquisition

BUSINESS

PI Industries adds another feather in its cap with this new acquisition

The acquisition of UK-based Plant Health Care will be value-accretive for PI as it will make the company an integrated agri-solutions provider

Vraj Iron and Steel IPO: How should investors approach this flotation?

BUSINESS

Vraj Iron and Steel IPO: How should investors approach this flotation?

The new issue is coming at a time when the steel sector outlook is muted and valuations are at a peak

Should you place your bet on the Max Healthcare stock?

BUSINESS

Should you place your bet on the Max Healthcare stock?

Near-term earnings outlook remains supportive. However, valuations are elevated.

Monsoon Watch: The 2024 rainfall season ends with a healthy surplus

BUSINESS

Monsoon Watch: The 2024 rainfall season ends with a healthy surplus

With reservoir levels healthy and sowing activity robust, the monsoon’s impact on the Indian economy appears largely positive

Medanta: Why the recent stock correction offers value

BUSINESS

Medanta: Why the recent stock correction offers value

Medanta has strong capabilities to leverage its brand image and win the underserved and growing markets.

Apollo Hospitals: A turnaround stock at a reasonable valuation

BUSINESS

Apollo Hospitals: A turnaround stock at a reasonable valuation

The company achieved EBITDA breakeven in the AHL business. Growth outlook remains solid

Diamond in the Dust | Coal India: A stock that’s a catch on every drop

BUSINESS

Diamond in the Dust | Coal India: A stock that’s a catch on every drop

E-auction premiums have normalised. Price hikes in the FSA segment is keenly awaited by the Street

Will Indian agriculture get disproportionate attention in the upcoming Budget?

BUSINESS

Will Indian agriculture get disproportionate attention in the upcoming Budget?

India primarily remains an agrarian economy and specific, achievable goals need to be set to allow the sector to flourish

Can Tata Steel be a rewarding bet in FY25?

BUSINESS

Can Tata Steel be a rewarding bet in FY25?

India operations are likely to perform better; global demand key to watch

Tata Steel: Weak Q4 FY24, but risk-reward favourable for FY25

BUSINESS

Tata Steel: Weak Q4 FY24, but risk-reward favourable for FY25

India operations are likely to perform better going into FY25. Global demand is key to watch

NMDC: Weak Q4 earnings, near-term concerns remain

BUSINESS

NMDC: Weak Q4 earnings, near-term concerns remain

The company took multiple price hikes, but EBITDA margins dropped because of multiple factors

Hindalco reports strong earnings growth in Q4

BUSINESS

Hindalco reports strong earnings growth in Q4

Aluminum prices are seeing an upward trend because of the tightness in global supply and US and UK sanctions on Russia

PI Industries: New products, pharma to define medium-term growth

BUSINESS

PI Industries: New products, pharma to define medium-term growth

PI has guided to a 15 percent top-line growth and 24-25 percent EBITDA margin in FY25

Rainbow: Q4 FY24 weaker than expected; ramp-up of new hospitals is key

BUSINESS

Rainbow: Q4 FY24 weaker than expected; ramp-up of new hospitals is key

The company is best-placed to benefit from the synergies between paediatric and OB-GYN segments

JSW Steel ends FY24 on a mixed note — top line grows, net profit tumbles

BUSINESS

JSW Steel ends FY24 on a mixed note — top line grows, net profit tumbles

A lot of drivers are in place for an improved performance in FY25

UPL: Growth outlook uninspiring; leverage continues to hurt

BUSINESS

UPL: Growth outlook uninspiring; leverage continues to hurt

Working capital management and debt reduction will be key factors to watch

Jindal Steel and Power: Well-placed for FY25

BUSINESS

Jindal Steel and Power: Well-placed for FY25

JSPL is focusing on higher-margin products and aggressively working towards capacity expansion

Vijaya Diagnostic Centre: Sustaining strong margin profile

BUSINESS

Vijaya Diagnostic Centre: Sustaining strong margin profile

Prudent strategies are in place to expand in the eastern and western regions of the country.

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