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Lekha Badlani

Research Analyst, Money Control

Coromandel International Q1FY24: Twinkled amidst challenging times

BUSINESS

Coromandel International Q1FY24: Twinkled amidst challenging times

Emerging business segments hold good potential and are likely to be value-accretive.

Yatharth Hospitals IPO: Wait for a more differentiated business model to emerge

BUSINESS

Yatharth Hospitals IPO: Wait for a more differentiated business model to emerge

The bulk of the business comes from the NCR region, which is a crowded market for hospitals. Hence, investors looking for long-term gains should wait

Rallis India: Long-term story in place despite near-term headwinds

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.

KIMS: A structural growth story with well-oiled levers

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.

Sumitomo Chemical India: This stock presents an opportunity for you. How?

BUSINESS

Sumitomo Chemical India: This stock presents an opportunity for you. How?

Paradeep Phosphate: Benefits of backward integration to kick in

BUSINESS

Paradeep Phosphate: Benefits of backward integration to kick in

Apollo Hospital: Wait until the fog clears

BUSINESS

Apollo Hospital: Wait until the fog clears

Krsnaa Diagnostics: What is strengthening the investment thesis?

BUSINESS

Krsnaa Diagnostics: What is strengthening the investment thesis?

PI Industries: Volume-led growth to continue for this richly-valued stock

BUSINESS

PI Industries: Volume-led growth to continue for this richly-valued stock

Why Max Healthcare is our preferred pick?

BUSINESS

Why Max Healthcare is our preferred pick?

Coromandel International: Multiple growth opportunities at work

BUSINESS

Coromandel International: Multiple growth opportunities at work

Sharda Cropchem: A good quarter and a firm outlook

BUSINESS

Sharda Cropchem: A good quarter and a firm outlook

A dismal fourth quarter for UPL

BUSINESS

A dismal fourth quarter for UPL

PI Industries: Foray into high-margin pharma CDMO business adds to our conviction

BUSINESS

PI Industries: Foray into high-margin pharma CDMO business adds to our conviction

Why PI Industries is a preferred pick in the agrochemical space

BUSINESS

Why PI Industries is a preferred pick in the agrochemical space

Rallis India: Facing a double whammy in the short term

BUSINESS

Rallis India: Facing a double whammy in the short term

Mankind Pharma IPO: A pricey proposition on branded domestic pharma market

BUSINESS

Mankind Pharma IPO: A pricey proposition on branded domestic pharma market

Diagnostics: Time to look at this quasi-consumer industry

BUSINESS

Diagnostics: Time to look at this quasi-consumer industry

Discovery Series: Krsnaa Diagnostics -- Multiple catalysts at work

BUSINESS

Discovery Series: Krsnaa Diagnostics -- Multiple catalysts at work

Coromandel International marks strategic entry into new growth segments

BUSINESS

Coromandel International marks strategic entry into new growth segments

A hospital stock with best-in-class operating numbers, growth template

BUSINESS

A hospital stock with best-in-class operating numbers, growth template

Be selective in agrochemical space as monsoon remains the joker in the pack

BUSINESS

Be selective in agrochemical space as monsoon remains the joker in the pack

Dhanuka Agritech: Growth catalysts go missing

BUSINESS

Dhanuka Agritech: Growth catalysts go missing

Sumitomo Chemical India: Long-term opportunity despite near-term headwinds

BUSINESS

Sumitomo Chemical India: Long-term opportunity despite near-term headwinds

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