BUSINESS
Max Healthcare: A healthy but pricey stock
The healthcare company’s medium-term revenue growth visibility appears healthy
BUSINESS
Medanta: Charting a growth path
Medanta has strong capabilities to leverage its brand image and win the underserved and growing markets.
BUSINESS
KIMS: Why are we turning optimistic on this healthcare stock?
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 crucial
BUSINESS
Rainbow Children’s Medicare: New hospitals act as the growth tonic
The company is best placed to benefit from the synergies between paediatric and OB-GYN segments
BUSINESS
Fertiliser stocks: Why a normal monsoon may not bring all the cheer
Much will depend on subsidy rates as raw material prices are rising
BUSINESS
Krsnaa Diagnostics: Expanding addressable market with a B2C foray
With the ramp-up of new projects, the current revenue growth trajectory should continue into FY25-26
BUSINESS
Apollo Hospitals: Strong Q1 FY25, growth momentum to continue
AHEL expansion plans are on track to add about 1,890 beds by FY26
BUSINESS
NMDC Q1 FY25: Strong profit growth unlikely to stage a repeat show
The company has reduced prices for iron ore lumps and fines by 10 percent each
BUSINESS
Hindalco reports in-line Q1 numbers, outlook remains moderate
Top-line growth was muted; EBITDA improved marginally
BUSINESS
PI Industries: Strong Q1FY25, but growth momentum slows
The company has reiterated about 15% top-line growth and 25-26% EBITDA margin in FY25.
BUSINESS
Hindalco: Tepid performance from Novelis in Q1 FY25
Demand environment across end-use segments remains a mixed bag
BUSINESS
Vijaya Diagnostic Centre: Why this test result excites us
Focused on replicating its home market success in the eastern and western regions of the country.
BUSINESS
Dhanuka Agritech Q1 FY25: Another resilient quarter; outlook remains positive
Supported by a good monsoon trend, the management expects to achieve a lower double-digit revenue growth in Q2FY25.
BUSINESS
Tata Steel: Uninspiring Q1 FY25 prompts revision of risk-reward opportunity
As global steel demand remains muted, excess cheap Chinese imports remain a concern.
BUSINESS
Coal India: Decent show in Q1 FY25; levers in place for long-term gain
India’s power demand is expected to see solid growth in the coming years
BUSINESS
IPO: Should investors bet on the largest pharma contract manufacturer of India?
Successful execution of CDMO expansion and profitability of the API business need to be watched
BUSINESS
Jindal Steel and Power Q1: Resilient show in a tough market environment
JSPL’s cost-saving and capacity expansion projects, aided by high-margin products, should drive better earnings in FY25-26.
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
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.
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
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
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
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
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
