Administering the right dose for asset-light expansion and steady margins
India's fourth largest software company continues to underperform compared to peers
Past champions such as banks, oil & gas and automotive seen as laggards
The ultra-luxury apartments demonstrate significant demand, driven by rising disposable incomes and a preference for high-end options
Growth hormone kicks in as India's largest pharma firm's vital signs hold amid generic strain
The near-term triggers for the stock are the March quarter (Q4FY25) performance and the acquisition of Dr Ahujas' Pathology and Imaging Centre (DAPIC) earlier this week
The RBI MPC, on Wednesday, unanimously decided to cut the repo rate by 25 basis points, bringing it down to 6 per cent, from 6.25 per cent earlier.
The brokerage has been structurally positive on IndiGo driven by business moats of cost competitiveness, robust orderbook and strong balance sheet
Elara Securities expects gross margin for the March quarter to come down by 71 basis points quarter-on-quarter and 129 basis points year-on-year due to seasonality
ER&D downshifts on weak Q4, gloomy 2025; more downgrades loom
Brokerages also felt that the pharma companies will aim to pass on the tariff hike to payors
Companies such as Sun Pharma which have a significant specialty portfolio could be less impacted than Indian peers in the US market given lower competition in niche segments
The key concern weighing on the stock is increased competitive intensity with the relaunch of Campa Cola by Reliance Consumer Products (RCPL) in March 2023
They get growth Rx from outsourcing, with fewer Trump tariff side effects
Realty index in the rearview as office demand pulls Reits out of a two-year slump
The Street believes that the correction is overdone and that the company has multiple growth opportunities in India and the African market
Investor firepower reloaded, targeting domestic growth, exports, and European rearmament
The sell-off has been across the board with 185 or 92.5 per cent of all Nifty 200 stocks witnessing a price decline and 68.5 per cent (137 of 200) falling 15 per cent or more during this period
The recent trigger for the stock is the acquisition of US-based Checkpoint Therapeutics
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