Hi Bhavya,
Aster DM is making strange moves I heard, selling off majority biz in middle-east to focus on India. Not sure about the management quality. Narayana Hrudalaya is a decent biz, prefer this since it seems to be less commoditized and higher end treatments. HCG seems oncology focused, have been hearing about break through cancer treatments, so maybe its biz model will face threat soon!
Varun bev seems to be edge above the rest with higher growth possible for medium term at least. HUL has good management also, but they may run out of playbook with growing private labels from most retailers for staples etc. ITC is on cheaper side but too complex to give a view
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