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PI’s superior execution with a solid business model accompanied with surplus cash and backward integration strategies makes it a perfect stock to be bought on declines
Post the weak September quarter results, analysts fear revenue may decline at both the companies in FY23
We resume coverage on Coromandel, with a recommendation to accumulate the stock for long-term gains
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
Analysts project a notable improvement in revenue growth rates at Sun Pharma, Dr Reddy’s Labs, Cipla vis-à-vis FY17-22
While higher farm prices can improve farm income, the real impetus for rural demand recovery can only come if wages grow ahead of inflation
IT companies should think twice before scaling down their employee base as rebuilding capacity can be difficult
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
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
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
Overall, SCIL has a strong growth potential owing to the healthy launches in the domestic market
The medium-term prospects for Control Print look good as multiple levers will fuel its growth
Analysts largely left earnings estimates unchanged as debt is expected to see limited reduction
Given the currency trend, we expect margin pressure to sustain in the near term and have reduced our margin assumptions for FY23
The growth trajectory is bright for organised luggage-makers like VIP with multiple demand drivers
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
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
Digital marketing expenses remain high as more companies vie to build online businesses
Order inflows increased at IT companies despite a reduction in global spending on IT and business services in the September quarter
Its recently launched Tiago EV garnered 10,000 bookings in one day, prompting the company to extend the introductory price
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
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
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 shows a strong growth potential owing to the healthy launches in the domestic market
