JSW Energy - Strong Accretion in Renewables Portfolio
JSWE has increased its RE portfolio to 10.5GW – an increase of 2.2GW QoQ. In addition, it has an understanding to enter into PPA for additional...
180 Views
Hatsun Agro Products - Strong Margin Expansion Led by Lower Milk Procurement Prices
Hatsun reported strong Q1FY25 numbers led by volume-driven revenue growth and a 14-quarter high EBITDA margin. We reckon the deflationary trend in...
138 Views
Lupin - Launches Critical for Sustenance of Turnaround
Lupin’s recent success in US (sales grew ~34% YoY in FY24) is driven by its better regulatory track record and traction in inhalation portfolio.
342 Views
Solar Industries - More Arrows in Its Quiver
Solar Industries (SOIL) has developed three new explosives: 1) SEBEX-2 with lethality of 2.01x of TNT. 2) SITBEX-1, a solid thermobaric polymer...
458 Views
Star Health and Allied Insurance - General Insurance
ICICI Securitie's research report on Star Health and Allied Insurance We attended Star Health’s (Star) ‘Investor and Analyst Day’ on 27 Jun’24 in...
265 Views