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co-presented by
ASSOCIATE SPONSORS
The share of non-fossil fuels in total electricity generation rose on strong growth in nuclear power and moderation in demand
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
Profit margins of Sun Pharma, Dr Reddy’s Laboratories, Cipla and Zydus Lifesciences rose significantly from FY20 levels
CESC is scaling up green energy capacities. Adani Power, which once contemplated delisting, is aiming to double its electricity generation capacity base
The company is best placed to benefit from the synergies between paediatric and OB-GYN segments
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.
Falling crop prices and low income are feared to weigh on farm investments in the US
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
With the ramp-up of new projects, the current revenue growth trajectory should continue into FY25-26
Apollo Hospitals, Fortis Healthcare and Max Healthcare clocked decent growth in revenues despite a disruption to international patient flows
With high-margin internet ticketing almost reaching saturation, incremental margin drivers may be absent
Though the stock offers value, the increase in competitive intensity is an area of concern
Traction in acute therapy drugs can help India pharma market to improve growth rate in FY25
The company has reduced prices for iron ore lumps and fines by 10 percent each
Demand environment across end-use segments remains a mixed bag
The company aims to gain leadership position in non-Suzlon wind energy OMS business
Focused on replicating its home market success in the eastern and western regions of the country.
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
As global steel demand remains muted, excess cheap Chinese imports remain a concern.
India’s power demand is expected to see solid growth in the coming years
The power generation earnings are rising amid heightened capex and scale-up of renewable energy capacities
Successful execution of CDMO expansion and profitability of the API business need to be watched
The company’s order book increased to the highest levels in its history in the June 2024 quarter
Revenue growth, expansion in margins, and a traction in deals hold out growth hopes
JSPL’s cost-saving and capacity expansion projects, aided by high-margin products, should drive better earnings in FY25-26.
