Sector

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

Chart of the Day: India remains a bright spot for pharma companies

Amid the headwinds in North America, Indian pharma companies continues to see steady growth in India

LatentView’s dismal Q4 a reality check for investors

The stock dropped 10 percent on Wednesday, the second biggest fall since its listing in 2021

Aarti Industries: Is it time to look past inventory headwinds?

FY24 could be another year of consolidation for the industry, unless global growth picks up.

A dismal fourth quarter for UPL

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

Chart of the Day: India's hydro pumped storage ambitions make slow progress

The current installed and under construction hydro pumped storage capacities constitute less than 40 percent of the 2030 requirements

PI Industries: Foray into high-margin pharma CDMO business adds to our conviction

CDMO is a robust and fast-growing market. These acquisitions will diversify PI’s business model

Kotak Mahindra Bank – Why we are turning equal-weight after a very strong quarter

Rich valuation, succession issue and recent outperformance are reasons why the stock might not rally at a scorching pace

Chart of the Day: Smaller IT firms cracked the code in Q4

Big IT companies' performance faltered but smaller companies did better and are also more confident about the future. There's a key takeaway for investors too

Why PI Industries is a preferred pick in the agrochemical space

The acquisitions in the pharma API and intermediates business will be earnings and value-accretive.

Soda ash bonanza shows signs of ebbing for Tata Chemicals

The year 2023 is likely to see sizeable additions of soda ash capacities in the global market

Rallis India: Facing a double whammy in the short term

We see an improvement in Rallis’ business in FY24 and view the recent correction as an opportunity for long-term gains

Rallis India, ADAMA results point to more pain for crop care firms

High inventories and falling product prices can undermine profitability, warns Rallis

Chart of the Day | The sun is shining on silver

Rapid addition of solar capacity is driving up demand for silver and its output may lag demand for a third year running