Sector

Divi’s and Gland Pharma’s weak results show B2B model not without risks

Post the weak September quarter results, analysts fear revenue may decline at both the companies in FY23

Coromandel International: There is a long-term value case for this stock

We resume coverage on Coromandel, with a recommendation to accumulate the stock for long-term gains

Archean Chemical: Company plans to clean balance sheet through IPO

Archean Chemical had a checkered history in terms of debt management and struggled to execute its expansion plan one time. A successful IPO, however, can provide a clean slate this time to foray into bromine derivatives

Growth drivers are finally falling in place for large pharma companies

Analysts project a notable improvement in revenue growth rates at Sun Pharma, Dr Reddy’s Labs, Cipla vis-à-vis FY17-22

When will rural FMCG demand recover? The answer lies in purchasing power

While higher farm prices can improve farm income, the real impetus for rural demand recovery can only come if wages grow ahead of inflation

Cognizant's guidance cut holds a cautionary message for Indian IT

IT companies should think twice before scaling down their employee base as rebuilding capacity can be difficult

Mas Financial Q2 FY23: Stellar run; is the rerating over?

While tactically it makes sense to book gains in Mas Financial after such a sharp run-up, investors should look to add the stock on declines for the long term

Global Health IPO: Play on regional healthcare demand, subscribe for long term

A rebound in patient visits and elective procedures have contributed to the improving economics for hospital chains. Medanta is play on this demand, particularly in the north and east of India

Tech Mahindra Q2 – Can the margin beat be the reason to buy the stock?

The IT company lags larger peers in growth as well as margin. A few more quarters of soft performance is not ruled out, given the challenging macro scenario

Sumitomo Chemical India: Look beyond the glyphosate usage notification

Overall, SCIL has a strong growth potential owing to the healthy launches in the domestic market

Control Print: What the soft patch means for investors

The medium-term prospects for Control Print look good as multiple levers will fuel its growth

UPL’s stake sales may yield limited gains in the near term

Analysts largely left earnings estimates unchanged as debt is expected to see limited reduction

Sharda Cropchem: Why are we cautious on the stock despite a steep correction?

Given the currency trend, we expect margin pressure to sustain in the near term and have reduced our margin assumptions for FY23

VIP Industries Q2: Why a must have stock in the shopping bag

The growth trajectory is bright for organised luggage-makers like VIP with multiple demand drivers

HUL results show FMCG sector caught in high inflation-low demand squeeze

The sector bellwether did well, given the circumstances, and the going is likely to get better as input costs taper in the coming quarters but rural demand is not playing ball

Kotak Mahindra Bank Q2 FY23 – Why a stock to add on decline

With adequate capital, right asset mix, and headroom to add high-yielding assets, Kotak Bank has a decent growth trajectory despite challenges on the deposit front

Release of lock-in shares not the only headwind for Nykaa

Digital marketing expenses remain high as more companies vie to build online businesses

The disconnect between macro indicators and IT companies' order inflows

Order inflows increased at IT companies despite a reduction in global spending on IT and business services in the September quarter

Tata Motors should avoid Nano missteps to keep early lead in EV race

Its recently launched Tiago EV garnered 10,000 bookings in one day, prompting the company to extend the introductory price

Metals Sector Q2 Preview | Melting realisations, soaring export levy to weigh

Prices of both ferrous and non-ferrous metals have declined 20 percent QoQ, volumes were soft while thermal coal prices moved up which impacted the profitability of the sector

Will Shanghvi get lucky with Suzlon this time?

In 2015 Shanghvi and associates acquired 100 crore equity shares of Suzlon at Rs 18 per unit. The stock now is at less than half the purchase price

NTPC’s defensive characteristics are holding up, for now

The company’s thermal power plant utilisation levels increased to 77.8 percent in the first half of FY22, levels last seen in the first half of FY18

SCIL: This MNC-backed agrochemical player has huge growth potential

SCIL shows a strong growth potential owing to the healthy launches in the domestic market