Sector

Is there more steam left in this leading carbon black maker?

This company accounts for more than 60% of carbon black exports from India and expected to be a key beneficiary of diversification of international supply chains

Rising electricity deficit rekindles revival hopes for BHEL

The stock has gained 82 percent in the last one year after languishing for much of the past decade

Chart of the Day: China solar module prices fall to record lows

Prices of solar wafers have halved from the year ago period 

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

It is a company with a healthy balance sheet, R&D-focused parentage and has a huge growth opportunity in the exports market

Market cap of PI Industries swings past UPL on firm customer synthesis business 

While tough agrochemical market is weighing on UPL’s revenue outlook, PI Industries is seeing traction in custom synthesis business

As hiring slows, employee pyramid improvement stalls at Infosys, TCS

Lack of progress on improving the employee pyramid mix can weigh on profitability expansion of IT services companies

Glenmark faces a tough choice in API unit stake sale

The API subsidiary Glenmark Life Sciences (GLS) is trading at undemanding valuations and is yet to reach its full potential

Chart of the Day: Pharma market growth momentum healthy, but risks lurk

While drug sales continue to grow at a healthy pace the market is seeing higher competition from trade generics

IEX investors have reason to worry even without market coupling

Market coupling has been in discussion for some time now and analysts have been warning about the risk it poses to IEX

In its latest comeback, Suzlon tries to avoid past mistakes

The company plans to focus on India and quality orders, customers 

Chart of the Day | Saudi crude oil output cut will not hit India, but can tilt market balance

Total production cuts by the oil producing countries’ cartel is projected to reach 4.6 percent of the global demand in July 

Apollo Hospital: Wait until the fog clears

A credible profitability roadmap for pharmacy is the ask

Apparel retailers feel the heat of discretionary spending cuts

Aditya Birla Fashion, Page Industries, TCNS Clothing reported weak results as demand worsened. Recovery hopes pushed to festival season

Krsnaa Diagnostics: What is strengthening the investment thesis?

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

Chart of the Day | India’s solar module manufacturing costs high despite govt incentives

Modules manufactured in India are 37 percent more expensive than in China 

EaseMyTrip Q4 FY23 – Strong sector tailwinds offset heightened competitive intensity

Thanks to the boom in travel, the earnings trajectory should remain strong and investors could expect stock returns to closely mimic earnings

After Chennai hiccup, Fortis returns to tried and tested business model

The company plans to build business in a cluster and exit underperforming hospitals 

Why Rainbow’s investors are not worried about its big capex plans

The stock is up 91 percent in the last one year and trades at premium valuations 

Chart of the Day | India’s airlines are gasping for fresh capacities 

Utilisation levels rose across the airlines in April

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

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

Why Max Healthcare is our preferred pick?

Aggressive expansion plan supports growth momentum

With UK parent snub, Vodafone Idea’s position as precarious as ever

Vodafone Idea is behind in network investments and is ceding market share to competition

Coromandel International: Multiple growth opportunities at work

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

Sharda Cropchem: A good quarter and a firm outlook

Near-term positive outlook and attractive valuations create room for a stock upside