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SJS expects to grow at 2x the industry volume in FY26 and maintain a ~26 percent margin level.
In view of the slack in loan growth, especially in the unsecured high-yield business, the bank is growing its deposits cautiously, de-focusing on high cost bulk deposits, and focusing on granular deposits
The bank had an unpleasant start to FY26
The hotelier’s return ratios are solid and the stock valuation is attractive while part of the IPO money will support growth plans
The key market of the US, and the turnaround in the TMT vertical aided revenue
Companies faced difficulty in rapidly installing pollution control systems
Net Sales are expected to decrease by 34.3 percent Y-o-Y (up 13.2 percent Q-o-Q) to Rs 552.4 crore, according to ICICI Securities.
Margins took a hit because of the company’s investments for the future
Cost competitiveness and diversification of global supply chains are helping India emerge as a major country in contract research and manufacturing services business
Order book at Hindustan Aeronautics doubled in FY25
Indian drug exporters have been on a wait and watch mode till now
Regulatory moves and consumer preference for branded products among factors helping companies like Titan, Senco Gold, and Sky Gold
Valuations of Hindustan Aeronautics, Bharat Electronics, Bharat Dynamics, Cochin Shipyard have increased significantly
Many drugs with large market potential are expected to lose exclusivity in the next couple of years
Soda ash, a key product of Tata Chemicals, is seeing excess supplies and soft demand in global markets
The company recently announced a demerger scheme. This move will transform Gabriel from a single product company into a highly diversified mobility solutions provider.
Medanta has strong capabilities to leverage its brand image. However, near-term growth looks limited
Timely execution and ramp-up of new projects are crucial for faster growth
The demand for locally made solar modules is expected to rise significantly in India
Max is on an aggressive expansion path with healthy medium-term growth visibility
New taxes make premium products even more expensive for consumers
The volume contribution to market growth has been low for more than a year now
Robust expansion plans in place with the target to add a total of about 4000 beds in the next 3-4 years
Electricity demand slowed considerably in April-May this year
Large hospital companies have laid out plans to significantly expand their bed capacity over the next 3-4 years
