- Va Tech Wabag is a Buy for target price of ₹1700 (30% upside)Va Tech Wabag is ‘RIDING THE WAVE’. It is well-placed to serve the growing water security/conservation market. Rationale supported by a) Strong industry tailwinds, b) Improving profitability, c) Robust Order book, & d) Expanding offerings. TP ₹1700 (+30%) Download... Va Tech Wabag is a Buy for target price of ₹1700 (30% upside)
- Zomato is not overvalued & is still a good buy: Manish SonthaliaManish Sonthalia says there is no question of Zomato being overvalued though it is up 155% YoY. "The street will get surprised on numbers on FY26, FY27 & FY28. The Quick commerce of tripling of dark stores by FY26 is yet to play up”. Stay invested in stock [youtube https://www.youtube.com/watch?v=rVwYVaHV3oE]
- Even if only US shifts 20-30%, Indian API revenues could triple or quadruple in 10 yearsAditya Khemka says the US' Biosecure Act will benefit Pharma Cos like Piramal Pharma & Jubilant Pharmova which have mfg facilities in the US as they will be the first order beneficiary. Indian API exports are $4B while China's API exports are $40B. Even if only US shifts 20-30%, Indian API revenues could triple or […]
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