Rising AI demand, stricter data-localisation norms augur well for domestic cloud infrastructure providers
The company is targeting 40-50% of revenue mix from its retail business
The new management is building a robust business with a diversified de-risked asset book and a granular liability franchise
CAL’s aluminium business remains a key growth driver aided by acquisitions of DR Axion and Sunbeam
The company plans to double its capacity in 4-5 years
The company is leveraging structural industry shifts, regulatory changes, and strategic partnerships to drive growth
It is a scalable play on India’s evolving healthcare demand
The upcoming greenfield projects will help Medanta to establish a presence in western and eastern India
SJS expects to grow at 2.5x the industry volume in FY26
The management remains optimistic about outperforming industry growth, supported by a robust pipeline of new products, stronger aftermarket business, and favourable regulatory developments
The latest GST reforms address the key issue of the inverted duty structure
Optimistic guidance for FY26; the B2C segment should act as a key growth lever
The Indian healthcare market is experiencing robust growth and the hospital chain is uniquely placed in the paediatric segment
Demand for high-end healthcare facilities remains strong; however, the company’s valuation appears demanding
Robust expansion plans in place, with a target of about 4,000 beds in the next 3-4 years
The company is not profitable at the moment and may continue to make losses in the near term
Bosch is planning to strengthen its competitive position in the mobility sector and industrial technology. It is actively adding new components, particularly those catering to EVs and advanced electronics.
Forays into new segments like sunroof, inorganic and organic strategies show the company’s confidence in the future.
SJS expects to grow at 2x the industry volume in FY26 and maintain a ~26 percent margin level.
The hotelier’s return ratios are solid and the stock valuation is attractive while part of the IPO money will support growth plans
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
Max is on an aggressive expansion path with healthy medium-term growth visibility
Robust expansion plans in place with the target to add a total of about 4000 beds in the next 3-4 years
The company is focusing on optimising portfolio and streamlining capacities