Thematic Report: Slowdown in India's Credit Sector
RBI halts loan sanctions for NBFCs due to excessive rates and rule violations, signaling concerns over rising NPAs in retail lending and prompting...
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Lupin: US and India on Steady Footing, Upgrade to ADD
We upgrade Lupin (LPC) to ADD from REDUCE with a revised TP of INR 2,440 (31x Q3FY27E, up from INR 1,950 at 28x Q1FY27E)
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2025 High Conviction: Aster DM Healthcare Ltd (ASTERDM IN)- Focus on India Augurs Well
Aster DM Healthcare reported EBITDA margin of 21.4% in Q2FY25 vs. 6.8% in Q2FY24. Margin expansion is expected to continue over the next 2-3...
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Axis Top Picks for the Month of November 2024
The Axis Top Picks Basket delivered a return of 11.6% in the last six months against the 7.5% returns posted by Nifty 50 over the same period.
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ACME Solar Holdings IPO - Needs Lots of Sunscreen and an Umbrella as Well
ACME Solar Holdings is looking to raise up to US$345m in its India IPO. We have looked at the company's past performance in our earlier note. In...
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