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
BUSINESS
Hindustan Unilever: Road to recovery likely to be gradual
Gradual rural recovery and softening of commodity prices to aid margin gains, to be partly offset by higher spends on advertisement
BUSINESS
Sumitomo Chemical India: Limited opportunities in the near term
A company with a healthy balance sheet and an R&D-focused parentage, but growth in the exports market will be slow
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.
