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CDMO BUSINESS SLOWDOWN
Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplashIndian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic deman...
Why smallcap funds are still a buy: A long-term strategy from Aditya KhemaniSmallcap valuations seem high but underlying fundamentals have improved. Aditya Khemani of Invesco Mutual Fund sees this as a structural sh...
HDFC Bank, IT majors, and chemical stocks: Where Aditya Shah is hunting for value right nowGlobal markets face uncertainty due to trade tensions and geopolitical issues. Aditya Shah of Hercules Advisors advises investors to study ...
Piramal Pharma Q3 Results: Co reports loss as CDMO slowdown drags revenuePiramal Pharma swung to a Rs 136 crore Q3 loss as revenue fell 3%, hit by CDMO destocking, weak US biopharma funding, trade uncertainty and...
Anshul Saigal sees bottom-up opportunities in Indian marketIndian stocks show promise as valuations cool and earnings improve. Anshul Saigal of Saigal Capital sees selective opportunities for long-t...
Buy, Sell or Hold: Goldman Sachs maintain buy on PTC Industries & EternalBrokerage firms remain bullish on Navin Fluorine, PTC Industries, and Eternal, citing strong execution, capacity expansion, and long-term g...
In healthcare, betting on these 4 segments; FMCG could be a tactical play: Mihir VoraTrust MF's CIO, Mihir Vora, favors healthcare investments in R&D, CDMO, diagnostics, and hospitals, while being cautious about generic US p...
Sachin Shah on macro tailwinds that will boost Indian market, 3 sectors to bet onIndian equity markets showed gains despite geopolitical tensions. Regulator confidence, GDP growth, and RBI support boosted the market. Sub...
Defence sector growth will be modest despite Budget boost: Manish SonthaliaSo, it is again going to be back ended in terms of how the growth picture looks like because FY25 is a given is a soft year in terms of bot...
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...
Earnings slowdown and consumer stress raise correction concerns: Manish SonthaliaI think silver lining in terms of earnings growth will be coming in from the export related sectors. The ITs, the pharmas, banks, in any ca...
Is the Indian market finally in the buy zone? Abhay Agarwal answersThe Indian stock market is expected to remain in the range of 23,000 to 25,000 for the next three months. A breakout may occur with better ...
Largecaps in these 5 sectors are good places to invest in Samvat 2081: Rajesh BhatiaCIO Rajesh Bhatia of ITI MF sees largecap valuations as reasonable, favoring private banks for their solid business models and predictabili...
ETMarkets Smart Talk: Capex, industrials, energy transition, and pharma among top bets till next Diwali: Rakesh ParekhMarkets had crossed all-time highs last month and despite the recent correction valuations are not cheap, trading at premiums to historic a...
Chakri Lokapriya on 3 sectors where it is safe to buy nowChakri Lokapriya talks about the current challenges in metals due to China's weak recovery and the positive outlook for Indian IT firms. He...
After a tough year, Piramal Pharma hopes to regain vigour in 2nd halfPiramal Pharma chairperson Nandini Piramal in an interview to ET said the company is aiming for mid-teen revenue growth and a meaningful im...
Suven Life Sciences breathes new life into drug discovery plansThe funding to keep his drug discovery pursuits alive may not be a problem, as Jasti in December last year sold his profitable contract dev...
How Laurus Labs capex drive can impact its margins & valuationsRise in headwinds in the pharma industry due to inflation, increase in raw material costs, and excessive competition led to price erosion i...
Stocks in the news: P&GHH, Airtel, Cipla, JSW Steel and Ujjivan SFBP&G Hygiene and Health Care reported a 29.2 per cent decline in its net profit at Rs 48.98 crore for the quarter ended June 2021. The compa...
Buy Jubilant Life Sciences, target Rs 710: ICICI DirectJubilant Life Sciences is a midcap company, operating in pharmaceuticals and health care sector.