BUSINESS
Dhanuka Agritech: The overcast condition is clearing
Growth opportunities have become more visible now and short-term concerns weigh less
BUSINESS
Sharda Cropchem: Why are we playing it safe?
The near-term outlook is rather weak and doesn’t present an appealing investment opportunity
BUSINESS
Zaggle IPO: Should you subscribe to it?
Zaggle doesn't have a comparable listed peer in India. Its international peers generate significantly higher margins, but trade at a lower valuation
BUSINESS
Krsnaa Diagnostics: Approaching an inflection point
The company has a solid and differentiated business model, with promising growth potential
BUSINESS
Jupiter Life Line Hospitals IPO: Can it make your healthcare portfolio come alive?
The IPO is perfectly priced. Long-term growth is supported by demand-supply gap in the company‘s focused region
BUSINESS
KIMS: A guidebook for investors after the stellar stock run
KIMS is well-positioned to seize the growing demand for healthcare facilities in the country. Timely execution and ramp-up of new projects will be key.
BUSINESS
Vijaya Diagnostic Centre: A wider footprint with an eye on margins
Steady growth profile, strong regional presence, and a higher focus on radiology give the company an edge in a highly competitive industry.
BUSINESS
Global Health: Ramp-up in new hospitals to support earnings growth
Medanta is cementing its footprint in north India. Its aggressive expansion plans reflect the growing demand and the opportunities for high-end healthcare facilities in the country
BUSINESS
Apollo Hospital: Profitability of non-hospital businesses remains a key concern
A credible profitability roadmap for pharmacy is the ask. Although AHEL has the potential to leverage its presence across the entire spectrum of hospitals, pharmacy, and diagnostics, we remain cautious
BUSINESS
PI Industries: Solid execution despite sectoral woes
The company, with superior execution and a solid business model, is on track to achieve its long-term strategic objectives
BUSINESS
Max Healthcare: We are trimming our optimism
Expansion plan supports growth momentum. However, valuations have turned quite high
BUSINESS
Paradeep Phosphate: A long-term opportunity in fertiliser space
FY24/25 to gain from cost efficiencies and improved capacity for this fertiliser player
BUSINESS
Concord Biotech IPO: A differentiated API portfolio to play the China+1 opportunity
The business warrants attention due to superior financials, barriers to entry, and significant market share for key molecules
BUSINESS
UPL: Near-term outlook clouded
Improvement in industry dynamics and continued efforts to reduce debt level will be key to growth
BUSINESS
Coromandel International Q1FY24: Twinkled amidst challenging times
Emerging business segments hold good potential and are likely to be value-accretive.
BUSINESS
Yatharth Hospitals IPO: Wait for a more differentiated business model to emerge
The bulk of the business comes from the NCR region, which is a crowded market for hospitals. Hence, investors looking for long-term gains should wait
BUSINESS
Rallis India: Long-term story in place despite near-term headwinds
We see an improvement in Rallis’ business in FY24-25 and view the current valuation as an opportunity for long-term gains.
BUSINESS
KIMS: A structural growth story with well-oiled levers
KIMS is well-positioned to seize the growing demand for healthcare facilities in the country.
BUSINESS
Sumitomo Chemical India: This stock presents an opportunity for you. How?
It is a company with a healthy balance sheet, R&D-focused parentage and has a huge growth opportunity in the exports market
BUSINESS
Paradeep Phosphate: Benefits of backward integration to kick in
Fertiliser firm to gain from cost efficiencies and improved capacity in FY24/25
BUSINESS
Apollo Hospital: Wait until the fog clears
A credible profitability roadmap for pharmacy is the ask
BUSINESS
Krsnaa Diagnostics: What is strengthening the investment thesis?
The company has a solid and differentiated business model, with promising growth potential
BUSINESS
PI Industries: Volume-led growth to continue for this richly-valued stock
The company, with superior execution and solid business model, is on track to achieve its long-term strategic objectives
BUSINESS
Why Max Healthcare is our preferred pick?
Aggressive expansion plan supports growth momentum
