co-presented by
ASSOCIATE SPONSORS
co-presented by
ASSOCIATE SPONSORS
We see an improvement in Rallis’ business in FY24 and view the recent correction as an opportunity for long-term gains
High inventories and falling product prices can undermine profitability, warns Rallis
Rapid addition of solar capacity is driving up demand for silver and its output may lag demand for a third year running
As the company is foraying into newer areas of therapies, particularly chronic, there could be execution hiccups.
Alok Dalal of Jefferies believes the $27 billion domestic pharma industry is well-placed to achieve low double-digit growth in the coming years on increased spending on medicines as the population starts to age.
Business growth of Yes Bank and margin performance will take long to catch up with peers; costs will also remain elevated
The war in Europe shows no signs of abatement. Though inflation at home is coming off, it’s too early to let your guard drop. Next week, keep an eye out for BoJ's interest rate decision, plus some key macro numbers, including India’s fiscal deficit. An IPO is also on the radar.
Drug shortages have increased in the US amid supply chain and manufacturing constraints. Domestic sales are growing too
For HCL Tech, decent deal win, steady hiring, and realistic guidance marked the quarter
Most brokerages anticipate that the trend of capacity expansion will persist throughout the sector. Investor attention will remain focused on management commentaries for insights into plans to expand capacity, as well as the potential impact of this on profitability and margins.
A bigger landscape of opportunity awaits organised diagnostic chains to increase market share
Contract awards in the as-a-service market declined 13 percent in March 2023 quarter but IT services are expected to fare relatively better
The FY24 profit margins of Infosys and TCS are lower than in pre COVID years
A correction of over 12 percent from the current level can be a good entry point for long-term gains
For investors in hospital stocks, Khemka says the right time for entry is when the company has completed its capex, because the downside potential from that level is less, while the upside is good.
Deficient rains can be a bane for agri- and rural-centric companies, while a boon for sectors that offer respite from scorching heat
Freight traffic growth slowed to 3.5 percent in the second half of FY23 from 10.1 percent in H1 FY23
Business fundamentals look solid and the growth potential is very promising
After FMC Corp, Bayer has projected slower growth in calendar year 2023
The company has won majority of the projects awarded through tariff based competitive bidding (TBCB) in FY23
The fall in raw material prices accelerated since the Union Budget on February 1
Accenture is more diversified than India listed IT firms
A stock well positioned to benefit from the growth potential in agrochemical/industrial chemical space
The month of March could show sharp business growth for life insurers as Indians make their final dash to secure tax-free insurance policies before new rules kick in
If the banking turmoil adds to consumers’ anxiety about future incomes, it could trigger a deeper economic slowdown
