STOCKS

Hospital revenue up 22%, HealthCo EBITDA up 83%, occupancy at 70%, 4,330 bed additions planned over five years  There are quarters where a company meets expectations. And there are quarters where it beats consensus on revenue, EBITDA and PAT simultaneously — and then tells you the structural catalysts ahead areContinue Reading

STOCKS

PAT up 31% in Q1FY27, TGA Australia and EU-GMP approvals secured, Rs 200 crore cash on balance sheet, near debt-free  Not every compelling pharmaceutical investment story involves blockbuster drugs or billion-dollar pipelines. Sometimes it involves a forty-five-year-old Ahmedabad-based company quietly building a 600-product branded-generic franchise across fifteen therapeutic areas, securingContinue Reading

IPO Review

A three-decade-old B2B hand-crafted gold jewellery player opens its Rs 367.18 crore mainboard issue on August 18 — asset-light model, marquee customers like Kalyan and Joyalukkas A Mumbai-based B2B hand-crafted gold jewellery company plans to raise Rs 367.18 crore via a mainboard listing on BSE and NSE. Shankesh Jewellers Ltd.Continue Reading

IPO Review

The producer behind ‘The Kerala Story’, ‘Force’ and ‘Commando’ opens its Rs 282.14 crore mainboard issue on August 18 — high margins and a strong film slate, but declining revenue. A Mumbai-based film production house with credits including ‘The Kerala Story’, the ‘Force’ franchise and ‘Commando’ series plans to raiseContinue Reading

IPO Review

India’s largest pure-play industrial and logistics infrastructure developer opens its Rs 2,600 crore mainboard issue on August 17 — Blackstone-backed scale, Fortune 500 customer base and a Canbank Securities ‘Subscribe’ call, but it’s a pure long-term story. Horizon Industrial Parks Ltd. (HIPL), a Blackstone-backed developer of Grade A warehouses, industrialContinue Reading

IPO Review

South India’s disruptor jewellery chain opens its Rs 1,700 crore mainboard issue on August 17  Lalithaa Jewellery Mart Ltd. (LJML), the operator of the ‘Lalithaa’ brand and one of the highest revenue-per-store organised jewellery players in India, opens for subscription on August 17 with the issue closing on August 19.Continue Reading

STOCKS

Greenfield capacity coming onstream, Italy subsidiary live, US profitable, Decathlon tie-up secured, Bluetooth helmets launching  Most investors who own two-wheelers in India own a Studds or SMK helmet — whether they know it or not. Studds Accessories is India’s largest helmet manufacturer, with 240 designs, 50 moulds and over 19,000Continue Reading

STOCKS

Cleanest volume-led numbers in several quarters, Hush Puppies and Floatz leading, ZBM covering 80% of COCO revenue, e-commerce at 14% of turnover  For the better part of the last two years, Bata India’s management has been executing a quiet but comprehensive self-help agenda — simplifying the product range, rationalising vendorsContinue Reading