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CDMO SPACE EXPANSION
Pharma, power & mid-sized banks: Where Mayuresh Joshi is putting money to work right nowIndian markets are showing signs of recovery as geopolitical tensions ease, paving the way for a stronger earnings outlook in the second ha...
Crude awakening: Chemical companies face margin pressure as oil-linked costs surge amid geopolitical tensionsRising crude oil prices are pressuring chemical sector margins due to increased feedstock and energy costs. Despite this, the Nifty Chemica...
Geopolitical tensions keep markets nervous despite strong earnings: Dipan MehtaGeopolitical tensions, particularly the Iran crisis, are overshadowing strong corporate earnings, according to Dipan Mehta. While India Inc...
Now is the time to start deploying money into markets, says Nitin Raheja; here's where to lookIndian markets present attractive long-term investment opportunities following recent corrections, according to Nitin Raheja of Julius Baer...
IPO rush next week: 7 public offers worth over Rs 2,000 crore to open for subscriptionThree mainboard IPOs and four SME offerings open this week, aiming to raise over Rs 1,900 crore. Powerica leads the pack, with all issues o...
Warburg-Mubadala team up, emerge as frontrunner for EncubeThe consortium is competing against EQT. Mumbai-based pharma co likely to be valued at $1.8 bn. Binding bids are scheduled for next week.
Fertilizer stocks poised for growth amid policy push: Siddhartha KhemkaInvestors are cautiously optimistic across sectors. Siddhartha Khemka of Motilal Oswal sees strength in chemicals and fertilizers, with Cor...
Navin Fluorine shares soar 15% to record high as Q2 net profit rockets 152% to Rs 148 croreNavin Fluorine’s shares surged up to 15% to a record Rs 5,729 after the company reported strong Q2FY26 results. Net profit jumped 152% to R...
China’s India headache: The growing pharmaceutical industryIndian CDMOs are strategically expanding through acquisitions in the US and Europe, driven by global pharma's nearshoring trend and a desir...
Piramal Pharma to stay away from prescription business in India: Nandini PiramalPiramal Pharma is not planning to re-enter the domestic prescription formulations business, according to chairperson Nandini Piramal. Inste...
Stocks to buy today: Affle continues to be Elara’s top pick in the internet space; Motilal initiates coverage on Jindal StainlessBrokerage firms are bullish on Jindal Stainless due to expansion plans and projected revenue and profit growth. Navin Fluorine's Pharma CDM...
ETMarkets PMS Talk: Why InCred Healthcare PMS is overweight on hospitals and diagnostics for 2025InCred healthcare portfolio offers a structural investment product that invests in 5 different baskets of businesses like Branded Generics,...
Rakshit Ranjan on why Marcellus is betting on agile players over traditional FMCG giantsTata Consumer is a very different business compared to where it was even till last year and very-very different from where it was four or f...
Why Mayuresh Joshi prefers Syngene to Biocon, Paradeep Phosphates to UPLMayuresh Joshi, Head Equity, Marketsmith India, shared his insights on the performance of various companies. He noted that while UPL's numb...
Piramal Pharma stock in focus on $80 million expansion plan for Kentucky injectables facilityPiramal Pharma Solutions, is investing $80 million to expand its Lexington facility, doubling capacity by Q1 2027 to meet growing injectabl...
Bino Pathiparampil expects positive momentum in pharma sector; has 3 top picksBino Pathiparampil of Elara Capital discussed the strong Q1 FY25 performance in the pharma sector. Companies like Lupin and Dr Reddy's rece...
Revenue growth, operational excellence, cost management & productivity top priorities for Piramal Pharma: Nandini Piramal“Piramal Pharma started with the values of knowledge, action, care, and impact. Those values are still very much part of us. Piramal group’...
Multibagger in making? Down 50%, this Rakesh Jhunjhunwala stock may deliver up to 140% return!The company derives 50 per cent of its revenues from the life science chemicals division while the specialty chemicals and nutrition and he...
A Jhunjhunwala bet is being backed to climb 54% in 12 monthsSuch is the confidence of Edelweiss Securities that despite valuing the company’s specialty chemicals business at 10 per cent discount to i...
$2 billion war chest to help Piramal tide over Covid crisisPharma stake sale penultimate in ongoing reorganisation, to provide growth capital for pharma, deleverage group balance sheet