Monthly Quant Report October 2026
Global central banks remain in a data-dependent, wait-and-watch posture following recent rate hikes from the Fed and ECB...
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Primer: SAI Life Sciences (SAILS12 IN) - Aug 2026
SAI Life Sciences is a rapidly growing, fully integrated Contract Research, Development, and Manufacturing Organization (CRDMO) providing...
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Pharma and Healthcare (Q4FY26E Results Preview): Steady revenue growth, margins pressure visible
Our assumptions are: (1) Pharma coverage will see 10% YoY sales growth driven by 15% YoY increase in the India business (ex-Torrent + JB growth at...
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Pharmaceuticals: US tariffs on branded drugs, generics exempted
We believe the key motive behind tariffs is to push the innovator company toward MFN or investment in plants/R&D to bring down drug prices.
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India's Guided Growth Playbook: 20 Companies Telling You Exactly Where They're Going
These are 20 Indian Companies offering specific, multi-metric guidance signal confidence and accountability in a market dominated by execution risk.
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