Sector

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

Paradeep Phosphate: A long-term opportunity in fertiliser space

FY24/25 to gain from cost efficiencies and improved capacity for this fertiliser player

Green capex plans of Power Grid, NTPC look too ambitious

While both companies forecast rapid addition of projects in the coming years, they don't match current capex trends. Investors should watch their return ratios and earnings

Concord Biotech IPO: A differentiated API portfolio to play the China+1 opportunity

The business warrants attention due to superior financials, barriers to entry, and significant market share for key molecules

Sugar mills in quandary after 2023-24 output decline forecast

India’s sugar output is expected to fall by 3.3 percent YoY in 2023-24, the second successive year of decline. It raises difficult questions for the industry and also the government 

What record plant availability at NTPC tells us about Indian power sector

Thermal power plant availability improved as electricity demand softened in June 2023 quarter

UPL: Near-term outlook clouded

Improvement in industry dynamics and continued efforts to reduce debt level will be key to growth

Coromandel International Q1FY24: Twinkled amidst challenging times

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

Why Dr Lal PathLabs’ fat profit margins are bringing no cheer

Business volumes lagged expectations as patient footfalls are largely unchanged in Q1 FY24 from year ago period

Dr Reddy’s: US business momentum cannot be extrapolated

The key growth element missing for Dr Reddy’s is an India story. It aspires to improve its rank and increase maket share in the chronic portfolio in he country. At present, it is a work-in-progress

Cipla: Sailing well on the US pharma business front

The company’s chronic portfolio continues to gain strength and the US base business has moved to a new orbit. This is supportive for medium-term earnings growth, which makes us constructive on the business.

Sustained price hikes to aid profit margins of pharma companies

In the 12 months ending June 2023, price hikes contributed as much as half of the India pharma market growth

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

Midcap IT’s recovery optimism faces investor scrutiny

While frontline IT companies are uncertain about the near term outlook, Coforge, Persistent Systems and Mphasis sounded confident about sequential recovery