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
After the integration of Keimed with AHL, Advent will hold a 12.1% stake in the combined entity.
The healthcare company’s medium-term revenue growth visibility appears healthy
Medanta has strong capabilities to leverage its brand image and win the underserved and growing markets.
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
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
Focused on replicating its home market success in the eastern and western regions of the country.
India’s power demand is expected to see solid growth in the coming years
Lower raw material costs and a host of other factors helped the company beat Street expectations on its performance