Sector

Krsnaa Diagnostics: Approaching an inflection point

The company has a solid and differentiated business model, with promising growth potential

Chart of the Day: India’s peak power demand rises at fastest pace in over a decade

Peak electricity demand grew at an average annual rate of 6.7 percent between 2019 and 2023, higher than 5.3 percent in the previous four years

The upward trajectory of India-Saudi Arabia ties continues

Since Modi's visit in 2016, the relation between the two nations has seen progress in various areas including defence and trade

Is there more juice left in the stock of Equitas Small Finance Bank?

A combination of strong earnings growth and potential for valuation rerating makes it a good long-term candidate

G20 Summit: India to push for future alliance to spread digital success stories

OFA will look at building capacity by providing funding, offering technical assistance and synergising global efforts in the domain of DPI

What keeps us constructive on this carbon black manufacturer?

The company is benefitting from supportive geopolitics and domestic demand

Chart of the Day: Falling fertiliser prices to lighten government subsidy bill

Price of widely used urea dropped 52.7 percent in June 2023 quarter 

Silicon Valley titans’ plan to build utopian city in California faces hurdle

According to various news reports, LinkedIn co-founder Reid Hoffman, philanthropist Laurene Powell Jobs and venture capitalist Marc Andreessen are among the tech tycoons behind Flannery Associates

Mission Aditya L-1: ISRO gets a helping hand from European Space Agency

Apart from deep space communication services, ESA will also provide support from all three of its 35-metre deep space antennas in Australia, Spain and Argentina to Aditya-L1

Gokaldas takes Africa route to sidestep US duties

Atraco’s manufacturing units has duty free access to US, Europe and enjoy low labour costs

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.

CarTrade Tech’s focus on profitability at OLX soothes investor nerves

OLX has wide reach and can strengthen CarTrade’s automobile 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.

VIP Industries: How should investors position themselves?

The luggage company has hit an air pocket as it is losing market share in the value segment and its Q1 numbers are weak

Chart of the Day | Rail freight traffic growth decelerates to pre-COVID levels

Total volumes grew just 1.5 percent in July 2023 indicating subdued business trends in logistics sector

Q1FY24 Earnings: Corporate India posts a sizzling show riding on domestic revival

The momentum is likely to continue with the festive season ahead but inflation and weak global re-covery may play spoilsport

Can this multi-bagger continue to pack a surprise?

Earnings traction likely to remain strong on the back of expanding market, gains in market share, and an uptick in margins

Mega orders of Infosys, HCL should allay insourcing fears of IT investors

Even as global enterprises develop technology capabilities, Indian IT vendors continue to find enough opportunities in the market

Global Health: Ramp-up in new hospitals to support earnings growth

Medanta is cementing its footprint in north India. Its aggressive expansion plans reflect the growing demand and the opportunities for high-end healthcare facilities in the country

Sun Pharma's investors face a risk from India's unbranded generic drug push

Its large presence in India's branded generic drug market exposes it the most to a risk from trade generics. But other major pharma companies are at risk too

Apollo Hospital: Profitability of non-hospital businesses remains a key concern

A credible profitability roadmap for pharmacy is the ask. Although AHEL has the potential to leverage its presence across the entire spectrum of hospitals, pharmacy, and diagnostics, we remain cautious

PI Industries: Solid execution despite sectoral woes

The company, with superior execution and a solid business model, is on track to achieve its long-term strategic objectives

Soft summer season hits healthcare service providers

Fortis and Max Institute reported subdued sequential revenue growth in the June 2023 quarter

Max Healthcare: We are trimming our optimism

Expansion plan supports growth momentum. However, valuations have turned quite high