The lack of portfolio and geographic diversity could influence growth plans
Though the reliance on H1B is coming down, there are other headwinds to be tackled
The solar PV module industry faces the risk of market oversupply and intense price competition
Strong growth, but execution and visibility remain key risks
Business moats, cost tailwinds, and strong execution capabilities will drive valuation
The company has aggressive inventory addition plans and aims to almost double the inventory over the next 4-5 years
Strong partner ecosystem, but margins and scalability yet to be established
A tactical rebound in Indian equities and the rupee is likely
Gold financing is a long-term structural opportunity and established players should do well
Revenues showed healthy growth, while margins remained steady
The margins are strong but the scalability of the business is a challenge
Companies with scalable models and balanced, risk-adjusted growth are likely to take the lead
Revenue growth healthy in Q1FY26, supported by improved execution, even as profits softened marginally
Early enactment would compel the US biotech/pharma industry to cut reliance on China
The government unveils 15-year roadmap that opens up multi-decade opportunities to integrate production, supply chains, and advanced technology platforms
Apeejay Surrendra Park Hotels is pressing the growth pedal by taking hotels on leases, acquiring some, and scaling up the Flurys bakery and confectionaries business
The bank’s gold lending portfolio has a huge runway for growth
The company is likely to sustain its higher market share in automotive AC components
The company has a strong order book and project execution is likely to pick up pace
Policy support and farm sentiment lift growth outlook, but market share pressure persists
The company has a strong balance sheet and a unique core business that cannot be ignored
The company has delivered a close to 4x return to investors since being recommended in MC Pro’s Discovery series
The fund raise via IPO will help SHOML tap new clients and significantly scale up the business
Expanding production capacity, forging tech ties, and growing the client base in new markets
For long-term investors, the flotation offers a differentiated way to participate in the formalisation of India’s home-services market