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
BUSINESS
Coromandel International: Multiple growth opportunities at work
Emerging business segments hold good potential and are likely to be value accretive
BUSINESS
Sharda Cropchem: A good quarter and a firm outlook
Near-term positive outlook and attractive valuations create room for a stock upside
BUSINESS
A dismal fourth quarter for UPL
Improvement in industry dynamics and continued efforts to reduce debt level will be key to growth
BUSINESS
PI Industries: Foray into high-margin pharma CDMO business adds to our conviction
CDMO is a robust and fast-growing market. These acquisitions will diversify PI’s business model
BUSINESS
Why PI Industries is a preferred pick in the agrochemical space
The acquisitions in the pharma API and intermediates business will be earnings and value-accretive.
BUSINESS
Rallis India: Facing a double whammy in the short term
We see an improvement in Rallis’ business in FY24 and view the recent correction as an opportunity for long-term gains
BUSINESS
Mankind Pharma IPO: A pricey proposition on branded domestic pharma market
As the company is foraying into newer areas of therapies, particularly chronic, there could be execution hiccups.
BUSINESS
Diagnostics: Time to look at this quasi-consumer industry
A bigger landscape of opportunity awaits organised diagnostic chains to increase market share
BUSINESS
Discovery Series: Krsnaa Diagnostics -- Multiple catalysts at work
Business fundamentals look solid and the growth potential is very promising
BUSINESS
Coromandel International marks strategic entry into new growth segments
A stock well positioned to benefit from the growth potential in agrochemical/industrial chemical space
BUSINESS
A hospital stock with best-in-class operating numbers, growth template
Aggressive long-term expansion plans are in place with brownfield projects to be margin accretive for Max Healthcare in the near term
BUSINESS
Be selective in agrochemical space as monsoon remains the joker in the pack
There are a few business models which are better placed to ride this period of weather uncertainty but caution needs to be exercised
BUSINESS
Dhanuka Agritech: Growth catalysts go missing
Weak 9M performance and limited opportunities for a turnaround continue to exert pressure on margins
BUSINESS
Sumitomo Chemical India: Long-term opportunity despite near-term headwinds
Opportunity to supply technicals to its parent company showcases export potential, but near-term risks prevail
BUSINESS
PI Industries: Our optimism remains intact
A company with superior execution and solid business model
BUSINESS
Apollo Hospitals: A credible profitability road map for pharmacy is the ask
Margin improvement continued in the mature hospitals division, but Apollo 24/7’s operating cost weighed on EBITDA
