The current market restrictions that are powering generic Revlimid revenues will end in January 2026
Global DAP market is expected to remain in tight equilibrium in near term amid export curbs by China and production outages
A significant portion of granular fertilisers can be substituted with Nano fertilisers
Gold loan demand remains robust aided by RBI diktat on unsecured lending
If the industry maintains the current pace of capacity additions, then India can comfortably exceed previous annual highs in renewable energy project installations.
While, prima facie, it appears a good move to lighten its bad assets’ burden it is not clear if all the pain has been addressed, given the relatively large microfinance loan book
The rising usage of generic drugs is undermining pharma market growth in India
The stock looks reasonably valued for gradual accumulation from a long-term perspective
The falling prices can pose headwinds to API producers but can benefit final drug manufacturers
Cost optimisation and productivity improvement objectives are expected to drive IT spends on AI initiatives in 2025
The NJ Bio acquisition follows Sapala Organics purchase in June
The higher growth rate will help India gain market share in global pharma outsourcing spends.
The rate increase could translate into a 5-6 percent rise in mid-to-premium apparel prices.
Company steadily losing market share and the financial performance reflects the stress
Peer Air India group is facing longer delays in aircraft deliveries from Boeing.
The merger will strengthen Aster’s position in Hyderabad and South India, but it also faces certain challenges.
Three big sets of draft rules are up in the air for a banking system stymied by low deposits
The post COVID bump up in demand is showing signs of moderation.
Total sales reached Rs 60,000 crore in the September 2024 quarter
The IPO values NTPC Green Energy at Rs 91,000 crore to 1 lakh crore, generating value for NTPC investors and setting the to-be-listed company on an independent path
The company has lowered revenue guidance for the full year as order wins remain sluggish
Total works in hand rose to Rs 1.43 lakh crore in November 2024 from Rs 50,500 crore in the year ago period.
The country’s steady, healthy steel demand growth, preference for domestic capacity, states’ drive for value addition and a healthy balance sheet situation make it an attractive destination
The conservative approach to lending with focus on asset quality is a big positive
After subdued Q1 and Q2, hopes now are pinned on recovery in H2 FY25