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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
While frontline IT companies are uncertain about the near term outlook, Coforge, Persistent Systems and Mphasis sounded confident about sequential recovery
While the export business is facing price erosion, delayed monsoon is feared to have weighed on product offtake in the June quarter
The bank is adequately capitalised and has multiple levers to improve lending yield without compromising on asset quality
We see an improvement in Rallis’ business in FY24-25 and view the current valuation as an opportunity for long-term gains.
Thanks to a healthy dosage of large deals, the managed services market hit a new high of $10 billion in the June quarter
The company is ready to make the most of the multi-year technology spending opportunity
A delayed monsoon and reduced demand for acute products impacted the industry briefly, but analysts expect the sector to sustain double-digit growth figures for the year.
Utilisation levels of thermal power plants exceeded 70 percent in April-June this year
Amid the deceleration in growth rates, it will be tough for the companies to maintain the generous payouts of recent years.
KIMS is well-positioned to seize the growing demand for healthcare facilities in the country.
LTIMindtree stock is the most expensive stock among the large vendors but its profit margins are significantly lower than TCS, Infosys
Cipla is rolling out plans to launch a generic of Advair while Lupin has got approval for Spiriva
Coal offtake increased by 5.4 percent in the June 2023 quarter, slower than the 10.6 percent expansion in the year ago period
It’s not as if domestic manufacturing has suddenly become sloppy. A closer look will reveal the strides made by Indian pharma firms as they attempt to break into the complex drugs space, which attracts higher scrutiny.
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
The stock has gained 82 percent in the last one year after languishing for much of the past decade
Prices of solar wafers have halved from the year ago period
It is a company with a healthy balance sheet, R&D-focused parentage and has a huge growth opportunity in the exports market
While tough agrochemical market is weighing on UPL’s revenue outlook, PI Industries is seeing traction in custom synthesis business
Lack of progress on improving the employee pyramid mix can weigh on profitability expansion of IT services companies
The API subsidiary Glenmark Life Sciences (GLS) is trading at undemanding valuations and is yet to reach its full potential
While drug sales continue to grow at a healthy pace the market is seeing higher competition from trade generics
Market coupling has been in discussion for some time now and analysts have been warning about the risk it poses to IEX
The company plans to focus on India and quality orders, customers
