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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
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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
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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
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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
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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
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Budget Snapshots: High personnel expenditure constrains defence capex
More than half of the defence budget is spent on personnel salaries and pensions, leaving limited funds for procurement and modernisation programmes
Weekly Tactical Pick: Why this pharma company deserves a closer look
Steady growth visibility at Laurus Labs, backed by efforts towards diversification; valuation too is reasonable
Agri-input sector: Will it get the much-needed boost from the Budget 2023?
Any development that improves affordability to farmers will augur well for agri-input demand and benefit manufacturers
Budget 2023 Expectations: Will the push for capex-led growth continue?
We believe the government would keep the infrastructure spend elevated and announce incentives, like production-linked schemes, to encourage private investments and capital expenditure
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IT investors should mind the gap between orders and revenues
Amid macroeconomic uncertainty, clients are delaying project ramp-ups. Some sectors are seeing pullbacks in discretionary spends

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