Company acquires 55% stake in German heart device maker Occlutech Alkem Laboratories is acquiring up to 55% of German cardiovascular device specialist Occlutech for approximately EUR 99 million (Rs 1,060 crore) as it builds out a global MedTech business targeting Rs 15,000 crore in revenues within five years. The question is, is this disciplined diversification … Read more
US Supreme Court strikes down emergency tariff powers; Indian goods that faced nearly 50% duties months may now carry just 10% as export economics transform overnight The US Supreme Court delivered a 6-3 ruling Friday that fundamentally rewrites the economics of exporting to America. For Indian companies, the journey has been dramatic: tariffs that peaked … Read more
With flows down 23% and volatility high, it shows investors reassessing risk as the easy money phase ends India’s small-cap mutual fund category is at the crossroads. Flows dropped 23% in January 2026 to Rs 2,942 crore from Rs 3,824 crore in December, which marks a shift in investor sentiments towards these funds. The question … Read more
From grey market frenzy to grim reality — after India’s IPO boom, retail investors are nursing losses while promoters cashed out at peak valuations The champagne has gone flat in many IPOs. Twenty-three initial public offerings that dominated headlines during India’s 2024-25 IPO boom are now trading below their issue prices, some down as much … Read more
Aerospace and energy component maker’s calibrated growth strategy and peak utilization by FY28 drive buy ratings despite near-term moderation, Q3 EBITDA margin hits 39.2% India’s deepening integration into global aerospace has driven Azad Engineering into the frontline. Brokerages are upgrading or maintaining buy ratings based on a Rs 6,500 crore order book that provides multi-year … Read more
Investment bank turns bullish on Indian equities after 2025 underperformance, cites valuation compression to 10-year average, trade deal boost, and expected return of foreign flows as key catalysts Goldman Sachs Asset Management has turned constructive on Indian equities after the market’s underperformance in 2025, citing improved valuations, rebounding corporate earnings, and supportive policy tailwinds that … Read more
India’s fertility treatment market leader seeks Rs 90 crore for expansion as medical tourism set to increasae Gaudium IVF and Women Health Ltd. is tapping the capital markets with a Rs 165 crore initial public offering, positioning itself as India’s first pure-play listed fertility treatment company. The issue, which opens for subscription on February 20, … Read more
A 102% surge in defence revenue and Rs 11,130 crore executable order book offset margin pressure from tariffs as brokers upgrade ratings on multi-year growth visibility Bharat Forge is riding a defence-driven growth wave that is fundamentally reshaping its earnings profile. The auto ancillary and forging major delivered consolidated revenue of Rs 4,343 crore in … Read more
Strong Q3 performance and strategic restructuring push brokerages to maintain buy ratings with 20% upside as hospital margins hit 24.8% and pharmacy business nears breakeven Apollo Hospitals Enterprise is executing a transformation that goes well beyond quarterly earnings beats. India’s largest hospital chain delivered a consolidated EBITDA of Rs 9.7 billion in the third quarter … Read more
Infosys tells investors exactly how it plans to win the AI era – and analysts reckon the upside case is good Infosys held its AI Investor Day recently, and the message from management was unambiguous: it’s not another technology cycle to be managed, but a shift that the company intends to lead. Management sized the … Read more