BUSINESS
Tata Steel: Europe losses bottom out, India to drive earnings
Chinese imports will play a bigger role in determining steel prices
BUSINESS
JSW Steel: Proxy play to higher volume growth
JSW Steel is the best placed among peers, in terms of volume growth
BUSINESS
Nova Agritech IPO: Hunting for high growth capital, eyes ‘one-stop solution provider’ tag
The sustainability of margins and the growth trajectory will be key factors to watch
BUSINESS
Should investors subscribe to Medi Assist IPO?
The bulk of the TPA’s revenue is linked to the premium under management of health insurers
BUSINESS
Budget 2024: Off-radar agrochem may take centre-stage
With the budget and election this year, agriculture will remain a talking point
BUSINESS
KIMS: Why we remain on the sidelines
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
The two tales of the agrochemical market
The domestic agrochemical market is better placed while issues persist on export front
BUSINESS
Innova Captab IPO: A pricey contract manufacturer
The prime driver of growth is the volume visibility from contract duration, which is typically in the range of 2-5 years
BUSINESS
Credo (Mufti) IPO: Should you wear this fashion brand?
Despite mediocre top-line growth, Mufti has managed to show impressive growth in profitability
BUSINESS
PI Industries: Is value emerging or is it time to panic?
Pyroxasulfone has huge market demand and, given the patent protection for the next few years, we see limited impact on PI’s growth story
BUSINESS
Max Healthcare: Should good health come at a cost?
Expansion plan supports growth momentum; however, valuations have turned quite high.
BUSINESS
Margins of Krsnaa Diagnostics catch a flu
The general health of the company is intact with a solid, differentiated business model and promising growth potential
BUSINESS
There are more steps to Medanta’s growth ladder
Demand for high-end healthcare facilities remains strong and Medanta is strategically cementing its footprint in north India.
BUSINESS
Honasa Consumers: Impressive Q2, but sustainability key to re-rating
While the company has shown impressive revenue growth in the last two years and in H1FY24, we think after reaching a high base of Rs 960 crore in the first half, it would be difficult to grow at the same pace.
BUSINESS
Vijaya Diagnostic Centre: How does it stand out in a crowded space?
A steady growth profile, strong regional presence, and a higher focus on radiology give the company an edge in a highly competitive industry
BUSINESS
These two fertiliser stocks are marathon runners
Coromandel International and Paradeep Phosphates have multiple value-accretive catalysts.
BUSINESS
Apollo Hospitals: Profitability of non-hospital businesses a key watch
A credible profitability roadmap for pharmacy is the ask
BUSINESS
PI Industries sticks with its growth momentum
PI Industries, with superior execution and a solid business model, is on track to achieve its long-term strategic objectives
BUSINESS
ASK Automotive IPO: Should you subscribe to this growth story?
The growing need for safety systems in the automotive sector is expected to increase the demand for efficient brake components
BUSINESS
Hero MotoCorp Q2FY24: Improving rural demand, input price correction boost margins
Hero MotoCorp has been exploring opportunities in the electric vehicle (EV) space as well. The company has launched its EV vehicle and is clocking a run rate of 1,000 units per week.
BUSINESS
UPL Q2 FY24: A quarter where the bad turned ugly
High channel inventory, dismal pricing, weak cashflows, high leverage – all came together to hurt the overall business. In fact, a lot of things will have to improve before we could see a reason for any rerating
BUSINESS
Mamaearth IPO: Are you paying the right price to look good?
Honasa is trading at a valuation in line with its peers in similar businesses notching up significantly higher margins
BUSINESS
Rallis India: New opportunity in the offing
Long-term business potential is not affected by near-term headwinds
BUSINESS
Sharda Cropchem continues to wobble
The near-term outlook is rather weak and doesn’t present an appealing investment opportunity
