Pradeep Choudhary, CEO of Gemini Edibles and Fats India, believes the edible oil market could remain in a supportive price environment over the coming months, driven by a combination of seasonal demand, supply risks and structural changes in global consumption…
Persistent foreign investor selling has pushed valuations of leading private lenders to attractive levels, creating a potential opportunity for long-term investors, according to Motilal Oswal AMC’s Atul Mehra, who believes the sector’s fundamentals remain stronger than ever.
Nandan Kulkarni, Director–India Healthcare & Senior Research Analyst at Bernstein, sees strong opportunities in CDMOs, specialty therapies, biosimilars and licensing deals. While favouring Zydus, Lupin and Sun Pharma, he remains cautious on Biocon and Mankind Pharma, and argues that India’s…
TCS now accounts for just 32.5% of Tata Group’s valuation, down from nearly 75% in 2020, as AI concerns, weak IT spending and geopolitical tensions weigh on the IT giant.
Mehli Mistry challenges non renewal as Sir Ratan Tata Trust trustee, alleges governance lapses, conflicts of interest, and seeks Charity Commissioner scrutiny and an independent administrator
The Mumbai-based developer said it sold over 1,000 homes with a total area exceeding 1.8 million square feet during the launch week of the project, which is located off Bannerghatta Road in South Bengaluru.
Defence Minister Rajnath Singh has approved a 250 MW solar power project with battery storage on vacant defence land in Uttar Pradesh, marking the Ministry of Defence’s first large-scale renewable energy initiative of its kind.
According to Bernstein, valuations across the Indian biopharma sector have re-rated significantly, with the Nifty Pharma index trading slightly above its 10-year average multiple of 30.5 times its one-year forward earnings. However, it noted that its preferred stocks continue to…
Motilal Oswal said Gabriel India is undergoing a structural transformation from a single-product suspension manufacturer into a diversified mobility platform, opening up a significantly larger growth runway, and it believes it is increasingly being positioned as the primary growth vehicle…
Pratik Gupta, CEO & Co-Head of Kotak Institutional Equities, expects Indian markets to remain range-bound in the near term as investors balance earnings concerns, valuation levels and global capital allocation trends.