Content-per-vehicle compounding 4.3x in three years, Romania losses narrowing toward breakeven, India margin recovery underway, Bajaj EV programs scaling Varroc Engineering is building the kind of operating leverage that converts into earnings compounding, with overseas breakeven as the single biggest unlock. India’s auto component sector is going through a once-in-a-generationContinue Reading

Pharmacy mark-ups in question, cash-patient earnings mostly insulated, radio-pharmaceutical handling costs explaining the headline, insurance package rates buffering the hit, what’s in store for hospital stocks now? India’s hospital sector is working through a regulatory scare that analysts have been bracing for since the DPCO cycle of 2013 — andContinue Reading