Pharma major’s 284 bps EBITDA margin gain and Unichem turnaround strategy draw bullish analyst calls IPCA Laboratories has emerged as a growth story in India’s pharmaceutical sector with two leading brokerages issuing... Read more »
A 50% revenue surge and 400% profit jump have made analysts sit up and take notice When a mid-cap jewellery stock delivers revenue growth of 50% and profit growth north of 400%... Read more »
Lupin has delivered the goods this quarter. When a pharmaceutical company beats estimates across revenue, margins, and profit in a single quarter, investors tend to sit up. When it does so by... Read more »
There is a particular kind of market injustice reserved for companies that do everything right at the wrong time. Jubilant Foodworks — the company that runs Domino’s Pizza in India and... Read more »
A blockbuster Q3 built on SUV dominance, a farm equipment supercycle and an EV business inching toward viability. Capacity expansion is the next act — and the one that matters most. There... Read more »
India’s largest aluminium producer delivered solid domestic numbers. The problem is its American subsidiary is not firing on all cylinders, and the debt pile is getting harder to ignore. Hindalco Industries has... Read more »
IHCL’s Q3 numbers were fine. The real story is whether its aggressive asset-light expansion can keep the premium valuation alive as room rates show signs of peaking. The trouble with running India’s... Read more »
India’s largest jewellery company posted a good quarter riding the gold price surge, yet there is a genuine dilemma about what happens when the glitter fades When gold prices are rising relentlessly,... Read more »
India’s second-largest commercial vehicle maker posted a quarter that beat expectations across the board, but with the stock’s upside hinges on whether the recovery has legs beyond the next two quarters There... Read more »
India’s largest pizza chain posted its strongest margin quarter in recent memory, yet the stock remains caught between those who see a turnaround and those who think the valuation still asks too... Read more »