Top Conviction Ideas - “Pharmaceutical & Hospitals”
The pharmaceutical universe under our coverage reported Q3FY25 growth of 10.2% YoY and 2.3% QoQ, driven by strong growth in the India business...
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HSIE Results Daily: Siemens, Lupin, Ashok Leyland, Bharat Forge, Steel Authority of India
Siemens: Siemens India Ltd (SIL) delivered standalone (including energy business) Q1FY25 revenue/EBITDA/APAT of INR 45/5.6/4.9bn, a miss/beat to...
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Axis Top Picks for the month of February 2025
Axis Top Picks Basket delivered excellent returns of 12% in the last year against an 8.2% return posted by Nifty 50 over the same period, beating...
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Pharma and Healthcare (Q3FY25E): Growth Momentum, Margin Visibility Stay Intact
The India Pharma & Healthcare sector is expected to see steady growth in Q3FY25E. We project sales/EBITDA growth of 11%/13% YoY for our coverage...
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Q3FY25 - Consolidated Earnings Preview
The Q3FY25 earnings season was marked by a) Festival demand, 2) Sequential improvement in government spending, 3) Moderation in Urban consumption
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