BUSINESS
Should you place your bet on the Max Healthcare stock?
Near-term earnings outlook remains supportive. However, valuations are elevated.
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
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.
BUSINESS
Apollo Hospitals: A turnaround stock at a reasonable valuation
The company achieved EBITDA breakeven in the AHL business. Growth outlook remains solid
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
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
BUSINESS
Can Tata Steel be a rewarding bet in FY25?
India operations are likely to perform better; global demand key to watch
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
BUSINESS
NMDC: Weak Q4 earnings, near-term concerns remain
The company took multiple price hikes, but EBITDA margins dropped because of multiple factors
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
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
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
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
BUSINESS
UPL: Growth outlook uninspiring; leverage continues to hurt
Working capital management and debt reduction will be key factors to watch
BUSINESS
Jindal Steel and Power: Well-placed for FY25
JSPL is focusing on higher-margin products and aggressively working towards capacity expansion
BUSINESS
Vijaya Diagnostic Centre: Sustaining strong margin profile
Prudent strategies are in place to expand in the eastern and western regions of the country.
BUSINESS
Hindalco Q4: Strong operating performance by Novelis
India aluminium business will see lower cost on the back of captive alumina and better captive coal linkages
BUSINESS
Coal India Q4FY24: Long-term growth remains intact
E-auction premiums have normalised. Price hikes in the FSA segment are keenly awaited by the Street
BUSINESS
Apollo Hospitals’ pharmacy business moves to the right track
The company achieved EBITDA breakeven in AHL, its pharma business, one quarter earlier than estimated
BUSINESS
Coromandel International: Weak Q4, new businesses yet to make a mark
Subsidy rates for the 2024 Kharif cropping season will be the key factor to watch
BUSINESS
Rallis India finishes Q4 FY24 on a weak note
The company could lag industry growth in FY25 as the export market remains muted
BUSINESS
What should you do with Max Healthcare’s stock?
Near-term outlook should support the stock momentum; however, valuations stand elevated
BUSINESS
Why are we equal-weight on these two fertiliser stocks?
While the long-term business growth strategy remains promising, the near-term environment remains quite challenging
BUSINESS
Growth momentum intact at PI Industries
PI’s business remains shielded from the sensitivities attached to the agrochemical business
