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Sun Pharma a trading play on dips, banks may face difficult June quarter: Dharmesh Kant
Dharmesh Kant, Head of Research at Chola Securities, said Sun Pharma’s all-cash acquisition of Organon could improve return ratios and support valuations, but may bring overall revenue growth down to single digits. He sees a trading opportunity in Sun Pharma on price dips. On banking, he said Q1 could be difficult as provisioning picks up, which may weigh on profitability even as asset quality and margins remain stable. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Premji Invest takes stake in NewEra Hospitals to expand capacity, strengthen advanced care network
Premji Invest is backing NewEra Hospitals with a new investment. This funding will help NewEra expand its hospital capacity to 800 beds. The platform will also scale advanced specialty care across Maharashtra. NewEra currently operates three hospitals with 350 beds. The company plans to add three more hospitals in Nagpur. This expansion aims to improve access to high-complexity medical care.
Amazon India bets big on worker welfare with ₹2,800 crore investment
Amazon India will invest over ₹2800 crore in 2026 to expand logistics and quick commerce, while boosting safety, health and financial welfare programs for delivery associates
US market outlook stable; India to gain from supply chain shift: Oppenheimer Asset Management
John Stoltzfus, MD and Chief Investment Strategist, Oppenheimer Asset Management, said that over the medium term, diversification of global supply chains and sectoral strengths in technology, healthcare, and manufacturing are expected to support growth across regions, including a potential recovery in India’s relative performance.
Madhusudan Kela picks beaten-down smallcap bets; buys Indiabulls, Simplex Infra in Q4
Ace investor Madhusudan Kela has bought stakes in Indiabulls Limited and Simplex Infrastructures Limited. These companies have seen recent underperformance. Kela's move signals a contrarian investment strategy. His portfolio includes other companies like Kopran and Bombay Dyeing. This selective accumulation in beaten-down stocks is a key highlight.
South cinema shift: Content-driven films outperform big stars
Small-budget southern films are outperforming big-star movies. These productions, made for under ₹10 crore, are delivering impressive returns, often five to ten times their investment. Script and content now drive audiences, especially the youth and families. This trend signifies a major shift in the southern film industry towards efficient, content-focused storytelling.
With sights on huge gains, Biocon to scale up AI focus
Biopharma major Biocon is significantly scaling up its adoption of artificial intelligence across its operations, from R&D to manufacturing and procurement. This strategic investment aims to achieve substantial cost savings, accelerate drug development timelines, and enhance its competitive edge in the global market.
Strides Pharma to acquire Sandoz branded generics portfolio to expand Africa business
Strides Pharma Science is preparing to enhance its presence in Sub-Saharan Africa by acquiring branded generic products from Sandoz AG, with an initial investment of USD 12 million. This strategic move is expected to catapult Strides into the ranks of the top five pharmaceutical firms in the region.
GSP Crop Science IPO opens today; should you apply? Here's what brokerages say
Ahead of the issue opening, agrochemical company GSP Crop Science raised ₹120 crore from two anchor investors. Mauritius-based Craft Emerging Market Fund PCC was the largest investor in the anchor book, purchasing nearly 25 lakh shares through two investment vehicles - Citadel Market Fund and Elite Capital Fund - for ₹80 crore. Shine Star Build Cap was the other anchor investor, acquiring 12.5 lakh shares worth ₹40 crore.
Ambuja Neotia Group to develop over Rs 700 cr integrated healthcare and hospitality project in Guwahati
Ambuja Neotia Group will build a large integrated healthcare and hospitality project in Guwahati. The Rs 700 crore investment will include a 300-bed multi-speciality hospital and a 4+ star hotel. This initiative aims to boost the region's healthcare infrastructure and economy. The project is expected to create thousands of jobs. It marks the group's second healthcare venture in Assam.
Sigma Advanced System exits non-core pharma investment
With sale of entire stake held in Extrovis AG for a consideration of Rs 137.61 crore
Stock to buy: Jefferies lists 10 reasons to buy its top CRDMO pick Sai Life Sciences
Jefferies has initiated coverage on Sai Life Sciences with a 'Buy' rating and a Rs 1,300 target price, citing its integrated 'follow-the-molecule' model and strong growth outlook. The brokerage highlighted the company's healthy pipeline, global presence, and clean balance sheet as key investment drivers, projecting significant upside potential.