Sector

KIMS: Why are we turning optimistic on this healthcare stock?

KIMS is well-positioned to seize the growing demand for healthcare facilities in the country. Timely execution and ramp-up of new projects will be crucial

Rising US sales are boosting profit margins of large pharma companies

Profit margins of Sun Pharma, Dr Reddy’s Laboratories, Cipla and Zydus Lifesciences rose significantly from FY20 levels

How power sector revival altered plans of CESC, Adani Power

CESC is scaling up green energy capacities. Adani Power, which once contemplated delisting, is aiming to double its electricity generation capacity base

Rainbow Children’s Medicare: New hospitals act as the growth tonic

The company is best placed to benefit from the synergies between paediatric and OB-GYN segments

As pharma crawls back into spotlight, here are Aditya Khemka's tips for spotting value investments

The fund manager at InCred PMS decodes the puzzle of value investing in the fragmented pharma and healthcare space with key insights. He warns against the lure of quick profits, championing a long-term vision as the right path in the conquest of investment success in the sector.

Deteriorating farm incomes in US can pose fresh challenges to agriculture inputs exporters

Falling crop prices and low income are feared to weigh on farm investments in the US

Chart of the Day: Large companies are getting stronger in Indian pharma market

Six of the top 10 companies by sales gained market share in the India pharma market in July 2024 on a moving annual turnover basis

Krsnaa Diagnostics: Expanding addressable market with a B2C foray

With the ramp-up of new projects, the current revenue growth trajectory should continue into FY25-26

Large hospital chains withstand seasonal slowdown better in June 2024 quarter

Apollo Hospitals, Fortis Healthcare and Max Healthcare clocked decent growth in revenues despite a disruption to international patient flows

IRCTC Q1 FY25 – Why the unexciting earnings trajectory could hinder valuation rerating

With high-margin internet ticketing almost reaching saturation, incremental margin drivers may be absent

EaseMyTrip Q1 FY25 – Defending profitability at the cost of market share

Though the stock offers value, the increase in competitive intensity is an area of concern

Indian pharma market sees signs of recovery in July

Traction in acute therapy drugs can help India pharma market to improve growth rate in FY25

NMDC Q1 FY25: Strong profit growth unlikely to stage a repeat show

The company has reduced prices for iron ore lumps and fines by 10 percent each

Hindalco: Tepid performance from Novelis in Q1 FY25

Demand environment across end-use segments remains a mixed bag

With Renom, Suzlon takes pole position in wind energy services market

The company aims to gain leadership position in non-Suzlon wind energy OMS business

Vijaya Diagnostic Centre: Why this test result excites us

Focused on replicating its home market success in the eastern and western regions of the country.

What to be greedy about amid the heightened fear in markets?

Once the Fed starts cutting rates, there’s a high possibility that discretionary spending by enterprises will resume, brightening the outlook for IT service players

Tata Steel: Uninspiring Q1 FY25 prompts revision of risk-reward opportunity

As global steel demand remains muted, excess cheap Chinese imports remain a concern.

Coal India: Decent show in Q1 FY25; levers in place for long-term gain

India’s power demand is expected to see solid growth in the coming years

Torrent Power is seeing merchant electricity demand at an opportune time

The power generation earnings are rising amid heightened capex and scale-up of renewable energy capacities

IPO: Should investors bet on the largest pharma contract manufacturer of India?

Successful execution of CDMO expansion and profitability of the API business need to be watched

Chart of the Day: Why Suzlon's orders look more resilient this time

The company’s order book increased to the highest levels in its history in the June 2024 quarter

Tech Mahindra Q1 FY25 – great start to a turnaround year

Revenue growth, expansion in margins, and a traction in deals hold out growth hopes

Jindal Steel and Power Q1: Resilient show in a tough market environment

JSPL’s cost-saving and capacity expansion projects, aided by high-margin products, should drive better earnings in FY25-26.