Sector

Uncertainties about stake sale pull down Concor

The stock lost 17.8 percent so far in 2023 compared to a flat Nifty 50 index

PI Industries: Our optimism remains intact

A company with superior execution and solid business model

Apollo Hospitals: A credible profitability road map for pharmacy is the ask

Margin improvement continued in the mature hospitals division, but Apollo 24/7’s operating cost weighed on EBITDA

Delhivery: Valuation is on a slippery slope

Competitive intensity in the logistics sector is rising while we're seeing demand slacken across the board.

Global Health: Faster ramp-up in new facilities adds to financial health

Strong ramp-up in its newer facilities reflect the growing demand for high-end institutional healthcare facilities

Nykaa should revisit investments amid consumer spending slowdown

Gross margins dropped in December 2022 quarter, reflecting inferior product mix, discounts and consumer downgrades

Ad spend to grow 15% in 2023, India fastest growing market worldwide: Group M report

Digital drives advertising expenditure growth as India becomes the top-performing market globally.

PB Fintech needs to grow its core insurance business profit margin

While profitability at the insurance marketplace improved in 9M FY23, margins remain low 

UPL — Limited visibility on debt reduction targets

Corporate realignment has generated investor interest, but lowering debt is a prerequisite for rerating

No proposal to tax agricultural income, says government

Article 246 of the Constitution of India puts the tax on agricultural income under the State List.

KIMS: Ramp-up of newly acquired entities to be key growth driver

KIMS presents a play on the structural demand trend for healthcare facilities

Paradeep Phosphate: Watch out for volume uptick, backward integration

FY24/25 to see backward integration efficiencies kick in. Growth plan is right in place

NHPC’s growth drought is finally coming to an end

The stock gained 34 percent in the last one year as the company made progress on the projects under construction

Navin Fluorine: Keep this quality chemical business on radar during downcycle

Long-term thesis is improving but trading at an expensive multiple

Coromandel International: The value case for this stock is shaping up well

A stock well positioned to benefit from growing and continually evolving agri-input space

Cognizant repair can make slowdown tougher for Indian IT 

If successful, the new CEO can arrest market share losses and raise competition for large deals

Sharda Cropchem: Why are we turning positive?

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

Budget 2023: Tepid rural allocations unlikely to derail farm inputs demand

Rural spending as a percentage of GDP is projected to come down from 1.4 percent in FY23 to 1.3 percent in FY24

Key takeaway from Budget 2023 – Simplicity

The focus is on higher capital expenditure and fiscal consolidation

Budget 2023: Measures short-circuit energy transition excitement

Budget did not specify major incentives to scale-up battery manufacturing capacities or rapid adoption of EVs

Economic Survey 2023 reaffirms the rise of EVs, but mum on challenges

The domestic electric vehicles (EV) market is projected to grow at an average annual pace of 49 percent between 2022-2030

VIP Industries Q3 FY23: Why this core portfolio stock needs to be on your radar

VIP's own-manufacturing strategy is positive for margins and the stock valuation is at a discount to the consumer universe

Gland Pharma’s streak of weak results should worry pharma investors

The stock’s valuation has compressed from around 40 times FY21 earnings to about 23 times the FY23 earnings estimated figure

Rallis India: A stock for the next year?

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