Category: Stock

Eternal shares unlikely to be linear compounder, says HSBC; flags headache for Blinkit

HSBC Securities has cautioned investors that Eternal Limited’s journey ahead is “unlikely to be a linear compounding story,” as intensifying competition in quick commerce poses a significant challenge for its Blinkit arm despite strong long-term potential. In a report, HSBC analysts led by Yogesh Aggarwal said that while they maintain a ‘Buy’ rating and a […]

Sun Pharma shares rally 9% in two days after $12-bn Organon deal. Here’s what Morgan Stanley, other brokerages say

Sun Pharmaceutical Industries have jumped around 9% in two days after the pharma giant announced acquisition of Organon & Co. for an enterprise value of $11.75 billion, with Morgan Stanley and Motilal Oswal remaining bullish while JM Financial remains cautious. The shares of the company extended gains on Tuesday, trading at around Rs 1,763.9 apiece […]

Marico, Radico Khaitan in focus as FMCG navigates inflation-led challenges

India’s FMCG sector is entering another phase of inflation-led volatility, but historical trends suggest that such cycles often reinforce the sector’s structural strengths rather than derail them. While elevated input costs are pressuring margins in the near term, the industry’s ability to adapt through pricing, portfolio shifts and scale advantages continues to support its medium-term […]

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