co-presented by
ASSOCIATE SPONSORS
co-presented by
ASSOCIATE SPONSORS
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.
OLX has wide reach and can strengthen CarTrade’s automobile business
Steady growth profile, strong regional presence, and a higher focus on radiology give the company an edge in a highly competitive industry.
The luggage company has hit an air pocket as it is losing market share in the value segment and its Q1 numbers are weak
Total volumes grew just 1.5 percent in July 2023 indicating subdued business trends in logistics sector
The momentum is likely to continue with the festive season ahead but inflation and weak global re-covery may play spoilsport
Earnings traction likely to remain strong on the back of expanding market, gains in market share, and an uptick in margins
Even as global enterprises develop technology capabilities, Indian IT vendors continue to find enough opportunities in the market
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
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
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
The company, with superior execution and a solid business model, is on track to achieve its long-term strategic objectives
Fortis and Max Institute reported subdued sequential revenue growth in the June 2023 quarter
Expansion plan supports growth momentum. However, valuations have turned quite high
FY24/25 to gain from cost efficiencies and improved capacity for this fertiliser player
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
The business warrants attention due to superior financials, barriers to entry, and significant market share for key molecules
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
Thermal power plant availability improved as electricity demand softened in June 2023 quarter
Improvement in industry dynamics and continued efforts to reduce debt level will be key to growth
Emerging business segments hold good potential and are likely to be value-accretive.
Business volumes lagged expectations as patient footfalls are largely unchanged in Q1 FY24 from year ago period
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
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.
In the 12 months ending June 2023, price hikes contributed as much as half of the India pharma market growth
