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Chemicals & Petrochemicals

SECTOR | 08 Jul 2025

BP Equities Chemical Monthly Update June 2025

Chemicals & Petrochemicals

BP Wealth

BP Wealth released a Sector Update report for Chemicals & Petrochemicals on 08 Jul, 2025.

Other Financial Services

SECTOR | 08 Jul 2025

Asset Management Companies Apr-Jun'25 Earnings Preview Good quarter...

Other Financial Services

Prabhudas Lilladhar

Good quarter owing to healthy equity growth Equity QAAuM for the industry is likely to see healthy growth of 7-8% QoQ/2122% YoY in Q1FY26 due to higher MTM gains as equity market bounced back in May'25 & Jun'25. Over Mar'25 to May'25 closing eq+bal AuM for the industry grew by 8.3% (6.9% attributable to MTM) while overall AuM grew by 9.8% to Rs72.2trn. Equity/debt mix in May'25 industry MAAuM was 54.3%/16%. Equity flows saw a blip in Apr'25/May'25 (may uptick in Jun'25) due to market volatility; excl. NFOs net equity flows were Rs474bn (Rs964bn in Q4FY25). We expect AMCs in our coverage to see equity QAAuM growth of 7.7% QoQ...

Deven Choksey released a Sector Update report for Other Financial Services on 14 Jul, 2025.

Healthcare

SECTOR | 08 Jul 2025

Healthcare Apr-Jun'25 Earnings Preview Pharma: Moderate EBITDA growth...

Healthcare

Prabhudas Lilladhar

LPC, DIVI to deliver healthy EBITDA growth: Amongst PL universe, we expect LPC and DIVI to report higher EBIDTA growth of 43.2% and 21.6% YoY, respectively. On the other hand, CIPLA, DRRD and ZYDUSLIF are projected to report YoY decline in EBITDA given the higher base in the US. SUNP is likely to deliver moderate revenue growth YoY led by the ramp-up in the specialty and domestic portfolios; however, higher opex will restrict EBIDTA growth....

Prabhudas Lilladhar released a Sector Update report for Healthcare on 08 Jul, 2025.

Metal and Mining

SECTOR | 08 Jul 2025

Metals & Mining Apr-Jun'25 Earnings Preview Volume disappoints...

Metal and Mining

Prabhudas Lilladhar

in H1FY26. Although domestic demand remains strong aided by GoI spending, Q1FY26 volume growth seems to have affected by early monsoon, heatwaves expected to benefit from a USD10-15/t decline in coking coal costs, which have fallen to USD184/t levels. As a result, EBITDA/t for our coverage companies is expected to improve on an average ~Rs2,400/t QoQ. However, with weakened steel prices on monsoon led weakness, FY26 EBIDTA growth would depend upon demand recovery in H2FY26. Uncertainties amid ongoing tariff wars and geopolitical tensions have kept...

IDBI Capital released a Sector Update report for Metal and Mining on 10 Jul, 2025.

Nifty 50

08 Jul 2025

25178.25

0.38%

Sectoral Derivative Snapshot

Nifty 50

SBI Securities

Retail Research

SBI Securities released a Daily Note report for Nifty 50 on 15 Jul, 2025.

Pharmaceuticals & Biotech.

SECTOR | 08 Jul 2025

Q1FY26E Pharmaceuticals Sector Preview

Pharmaceuticals & Biotech.

Deven Choksey

As per Pharma rack data, during Apr’25, the Indian pharmaceutical market (IPM) grew by 7.8% YoY, led by improved price realization (+5.1% YoY), modest new launches (+2.3% YoY), and muted volume growth (+0.4% YoY).