BUSINESS
Rallis India: A stock for the next year?
We see an improvement in Rallis’ business in FY24 and view the recent correction as an opportunity to accumulate for long-term gains
BUSINESS
Agri-input sector: Will it get the much-needed boost from the Budget 2023?
Any development that improves affordability to farmers will augur well for agri-input demand and benefit manufacturers
BUSINESS
UPL: Wait for the right key to open stock re-rating door
The stock's current valuation is at a discount to its long-term historical average and remains inexpensive, compared to its peers
BUSINESS
Paradeep Phosphate: New capacity creates window for growth
BUSINESS
Dharmaj Crop Guard: Should you apply for this IPO?
Long-term performance and re-rating of this stock depends on successful execution of the planned projects
BUSINESS
Dhanuka Agritech: Buyback doesn’t make us a buyer of this stock
Margin pressure remains extended, near-term growth triggers remain limited
BUSINESS
PI Industries: Standing strong in testing times
PI’s superior execution with a solid business model accompanied with surplus cash and backward integration strategies makes it a perfect stock to be bought on declines
BUSINESS
Coromandel International: There is a long-term value case for this stock
We resume coverage on Coromandel, with a recommendation to accumulate the stock for long-term gains
BUSINESS
Archean Chemical: Company plans to clean balance sheet through IPO
Archean Chemical had a checkered history in terms of debt management and struggled to execute its expansion plan one time. A successful IPO, however, can provide a clean slate this time to foray into bromine derivatives
BUSINESS
Global Health IPO: Play on regional healthcare demand, subscribe for long term
A rebound in patient visits and elective procedures have contributed to the improving economics for hospital chains. Medanta is play on this demand, particularly in the north and east of India
BUSINESS
Sumitomo Chemical India: Look beyond the glyphosate usage notification
Overall, SCIL has a strong growth potential owing to the healthy launches in the domestic market
BUSINESS
Sharda Cropchem: Why are we cautious on the stock despite a steep correction?
Given the currency trend, we expect margin pressure to sustain in the near term and have reduced our margin assumptions for FY23
BUSINESS
Rallis India: Will the stock rally in the long run?
BUSINESS
SCIL: This MNC-backed agrochemical player has huge growth potential
SCIL shows a strong growth potential owing to the healthy launches in the domestic market
BUSINESS
Indian fertiliser sector: Is the pitch fertile for investment?
We believe, in the need for better nutrient mix, demand CAGR for complex NPK products will surpass urea
BUSINESS
Monsoon Watch | The perils of an extended monsoon
If the monsoon gets extended, it can impact the kharif crop, thereby potentially putting pressure on food inflation
