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Strong brands equals supernormal profits, shows MDH
calendar_icon Nov 14 2017  | read_more_icon Read More
Spice major MDH has a net profit margin of 25%!
 
 
Indian Pharma Market Oct'17 Update - Growth inching up, touches 6.5%
calendar_icon Nov 13 2017  | read_more_icon Read More
It’s been four months since the onset of GST. During the preceding month (June) before the launch of
 
 
USD 1.2B of deals in global healthcare space in Oct'17
calendar_icon Nov 9 2017  | read_more_icon Read More
25 deals with largest share in biopharma
 
 
USD 1380m of private equity investment reported in Oct’17
calendar_icon Nov 6 2017  | read_more_icon Read More
2017 set to be the second best year after 2007
 
 
Spurious RTI data – 40% vacancy in Mum-Ahd trains
calendar_icon Jan 11 2017  | read_more_icon Read More
Amazed at the stupidity of it all – this data is SO OBVIOUSLY incorrect. It appears no one in the me
 
 
RBI’ Revenge
calendar_icon Oct 28 2017  | read_more_icon Read More
India’s real interest rates are at rates rarely, if even, seen in its history. Why does RBI not lowe
 
 
Tax Collections in India – A primer
calendar_icon Oct 25 2017  | read_more_icon Read More
Increased tax compliance may just become the biggest legacy of the current Indian government
 
 
Ratan Tata is right – very few disruptive startups get funded
calendar_icon Oct 13 2017  | read_more_icon Read More
We couldn’t agree more with Mr Tata, atleast in the lifesciences space, where we focus more compared
 
 
USD 782m of private equity investment reported in Sep’17
calendar_icon Oct 4 2017  | read_more_icon Read More
Investment amount over Jan-Sep’17 exceeds full year 2016 by 14% now
 
 
VC/PE investments hit a high in Aug 2017
calendar_icon Sep 12 2017  | read_more_icon Read More
~USD2B investment reported in Aug’17
 
 
VC/PE investments cross USD1B in Jul’17
calendar_icon Aug 2 2017  | read_more_icon Read More
USD 1132 m of VC/PE investment reported in Jul’17
 
 
VC/PE investment headed for a big year at half way mark
calendar_icon Jul 5 2017  | read_more_icon Read More
USD 901m of VC/PE investment reported in Jun’17
 
 
Sharp reduction in the inventory days
calendar_icon Jun 13 2017  | read_more_icon Read More
As mentioned in the previous newsletter, due to imminent onset of GST, growth has got impacted. This
 
 
Indian Pharma Market May'17 Update - growth further slows down further, down to just over 7%
calendar_icon Jun 10 2017  | read_more_icon Read More
Pharma market is facing bit of GST heat. Growth in the previous month further came down to just 7.2%
 
 
A strong move by the new USFDA Head to shorten generic approvals timelines
calendar_icon Jun 8 2017  | read_more_icon Read More
In an recent interview, Mr. Scott Gotlieb, USFDA boss, made comments on accelerating the pace of gen
 
 
No more approval for new drugs by the state FDAs
calendar_icon Jun 7 2017  | read_more_icon Read More
In an another policy move, that may impact the pharma industry, CDSCO has restricted the power of st
 
 
Another month of >USD1B reported investment
calendar_icon Jun 1 2017  | read_more_icon Read More
USD 1.19B of VC/PE investment reported in May’17
 
 
Imminent ‘generics-isation’ of the Indian pharma – a blessing in disguise
calendar_icon May 16 2017  | read_more_icon Read More
One statement by the country PM that government is working on developing a legal framework to make i
 
 
Indian Pharma Market2017 January Update - Slow Start to the New Financial Year
calendar_icon May 15 2017  | read_more_icon Read More
In April month, market clocked just single digit growth rate. This was on account of two factors.
 
 
Indian handicraft exports are booming
calendar_icon May 15 2017  | read_more_icon Read More
Exports are growing at close to 15% CAGR in rupee terms
 
 
Robust inflows continue in VC/PE deal space
calendar_icon May 4 2017  | read_more_icon Read More
USD1.8B investment reported in April’17
 
 
Will Electric Vehicles replace normal vehicles?
calendar_icon May 1 2017  | read_more_icon Read More
The Central government wants to make every vehicle an electric vehicle by 2030
 
 
What Young Think?
calendar_icon May 1 2017  | read_more_icon Read More
The CSDS survey on youth suggests Indian youth are still conservative. Only 15% for example, approve
 
 
Mobile subscriber base at 895 million, up by increased by 5.68 million in March
calendar_icon Apr 25 2017  | read_more_icon Read More
Bharati Airtel has the highest subscriber growth adding 3 million new mobile customers during March
 
 
Government to launch 3 year plans
calendar_icon Apr 25 2017  | read_more_icon Read More
Unlike the earlier five year plans which were broad based and generic, the present plan will focus o
 
 
H1B – No legislative changes as yet!
calendar_icon Apr 24 2017  | read_more_icon Read More
There is sigh of relief among India IT companies as Donald Trump the President of USA has not pushed
 
 
India retains its place as the fastest growing economy in the World
calendar_icon Apr 24 2017  | read_more_icon Read More
According to International Monetary Fund’s (IMF) World Economic Outlook (WEO) India is expected to g
 
 
Vacancies are rampant!
calendar_icon Apr 24 2017  | read_more_icon Read More
With growth spluttering, one would assume that there would be high unemployment and no vacancies. Ho
 
 
Focus on improving Ease of Doing Business within India
calendar_icon Apr 19 2017  | read_more_icon Read More
Government is driving 340 reforms to improve ease of doing business
 
 
Controlling Population Growth
calendar_icon Apr 19 2017  | read_more_icon Read More
India needs to reach replacement fertility of 2.1 per woman
 
 
Digital Payments is the Way
calendar_icon Apr 18 2017  | read_more_icon Read More
BHIM-Aadhar platform is a bit step towards a cash less economy
 
 
Exports and Imports Increase in March
calendar_icon Apr 18 2017  | read_more_icon Read More
Exports increased by 27% to $ 29.2 billion in March 2017; imports increased by 45%
 
 
Controlling Food Wastage
calendar_icon Apr 15 2017  | read_more_icon Read More
Portion control at restaurants is a not a bad concept, but India has several other areas in food sup
 
 
5G is Here!
calendar_icon Apr 14 2017  | read_more_icon Read More
Nokia and Samsung have formed 5G plans with telcos like Airtel, BSNL and Jio
 
 
Economic data turns adverse
calendar_icon Apr 13 2017  | read_more_icon Read More
Economy is said to be in comfortable zone when inflation is low and output is high. By those two cou
 
 
Salaries in India
calendar_icon Apr 13 2017  | read_more_icon Read More
Salaries are picking up in India and average cost to companies is on rise
 
 
RBI expects higher inflation
calendar_icon Apr 10 2017  | read_more_icon Read More
The Monetary Policy Committee of RBI has raised its inflation projections to be 4.5% in the first ha
 
 
Jio is shaking up the telecom industry
calendar_icon Oct 4 2017  | read_more_icon Read More
There is no denying that Jio has devastated the telecom industry like nothing else has
 
 
Weather related industries sees Spike in Sales
calendar_icon Apr 8 2017  | read_more_icon Read More
Summer has led to strong growth in sectors aligned with the season
 
 
Manufacturing picking up as March data shows
calendar_icon Apr 8 2017  | read_more_icon Read More
The Nikkei India Manufacturing Purchasing Manager’s Index (PMI) rose to 52.5 in March up from 50.7 i
 
 
Water availability numbers in India make for shocking reading
calendar_icon Apr 7 2017  | read_more_icon Read More
For example, in Bihar less than 2% of population gets treated water
 
 
India needs to tap its tourism potential better
calendar_icon Apr 6 2017  | read_more_icon Read More
India should easily attract more nearly 100 million foreign tourists: can we aim to get there in les
 
 
Mar’17 sees smart revival in VC/PE deal space
calendar_icon Apr 5 2017  | read_more_icon Read More
All time high amount recorded in VC/PE investments in India in March 17
 
 
Software as a Service business has come a long way in India
calendar_icon Apr 5 2017  | read_more_icon Read More
Software as a Service (Saas) Industry is maturing in India with many SaaS companies reaching revenu
 
 
GST is becoming a reality – Advantages of GST
calendar_icon Apr 4 2017  | read_more_icon Read More
NCAER estimates that GDP growth rate will increase between 0.9-1.7%, due to elimination of tax casca
 
 
Making India a manufacturing powerhouse
calendar_icon Mar 30 2017  | read_more_icon Read More
What are necessary ingredients for India to succeed in manufacturing space?
 
 
People are worried around the globe
calendar_icon Mar 29 2017  | read_more_icon Read More
The majority (62%) of people around the world think things in their country are on the wrong track
 
 
Startup Fund will change Indian Entrepreneurship
calendar_icon Mar 27 2017  | read_more_icon Read More
The start up fund of Rs. 10,000 crores by government of India, deserves support and accolades for it
 
 
Farm Loan Waiver – A Bad Idea?
calendar_icon Mar 27 2017  | read_more_icon Read More
The problem is that farming is becoming unviable
 
 
Smart Cities – Not Taking Off as Yet
calendar_icon Mar 25 2017  | read_more_icon Read More
Smart cities are not taking off in the fashion that they were intended too
 
 
Trends in Technology
calendar_icon Mar 24 2017  | read_more_icon Read More
These are latest technology trends according to Lei Jun, founder, Xiaomi
 
 
Nordic nations are the world's happiest
calendar_icon Mar 23 2017  | read_more_icon Read More
India apparently is one of least happy nations of the world
 
 
Vodafone Idea Merger to create largest Telecom company in India
calendar_icon Mar 22 2017  | read_more_icon Read More
Bharti has so far choosen to fight it out alone against Reliance Jio
 
 
Genomic Research – a new Sunrise Industry?
calendar_icon Mar 22 2017  | read_more_icon Read More
Just as IT sector took off in early 1990s, genomic research could be a new sunrise industry
 
 
Currency levels reach 70% of pre-demonetisation levels
calendar_icon Mar 20 2017  | read_more_icon Read More
Currency in circulation stood at around Rs. 12.5 trillion, as on March 10
 
 
New National Health Policy unvieled
calendar_icon Mar 19 2017  | read_more_icon Read More
The national health policy aims to increase public health spending to 2.5% of GDP from current 1.4%
 
 
Reforms in financial sector expected
calendar_icon Mar 17 2017  | read_more_icon Read More
New capital infusion parameters, a consolidation road map for state-run banks and insurance firms is
 
 
Rising inflation will prevent rate cuts by RBI
calendar_icon Mar 17 2017  | read_more_icon Read More
Inflation has been rising in India as per data released for February. This reduces possibility of a
 
 
Solar Power prices hit a new low
calendar_icon Mar 14 2017  | read_more_icon Read More
Solar power costs had hit a low of Rs 3.30 per unit last month, which is equal to average generation
 
 
UP Election Victory may drive Reforms
calendar_icon Mar 13 2017  | read_more_icon Read More
Narendra Modi’s historic win is instilling confidence in the economy and the markets. Confidence fin
 
 
Rich in India - the Hurun List
calendar_icon Mar 11 2017  | read_more_icon Read More
India has 132 billionaires, and this number has reduced by 11 since demonetisation
 
 
Japanese funds are investing in Indian Startups
calendar_icon Mar 10 2017  | read_more_icon Read More
New wave of Japanese funds are looking to invest very small amounts of money such as $1-5 million do
 
 
India Inc and the new normal in CEO salary
calendar_icon Mar 9 2017  | read_more_icon Read More
Too high a multiplier over median salary can be a cause of legitimate concern
 
 
Giving in India
calendar_icon Mar 5 2017  | read_more_icon Read More
More Indians are donating now compared to 5 years ago, says a report by Bain & Co
 
 
Startup India - a good start
calendar_icon Mar 5 2017  | read_more_icon Read More
Startup India is a flagship initiative of the Government of India, intended to build a strong eco-sy
 
 
Hubtown loses case, now what about Tata Docomo?
calendar_icon Feb 22 2017  | read_more_icon Read More
The fundamental issue is not too different from the Tata Docomo issue.
 
 
Israel – the startup haven
calendar_icon Feb 19 2017  | read_more_icon Read More
Israel is a country that is located in war zone. Yet it manages to create an ecosystem for start-ups
 
 
Crowdfunding is huge
calendar_icon Feb 17 2017  | read_more_icon Read More
It is estimated that in 2015 over $34 billion was raised as funds this way globally
 
 
The problem of NPA
calendar_icon Feb 15 2017  | read_more_icon Read More
Systemic response to the NPA issue in Indian banking is woefully inadequate so far
 
 
Corporates are paying attention to CSR
calendar_icon Feb 15 2017  | read_more_icon Read More
A recent KPMG study indicates that top 100 companies are exceeding regulatory requirements on CSR by
 
 
Note ban: Impact on Economy
calendar_icon Feb 13 2017  | read_more_icon Read More
Most forecasters have cut India's FY17 GDP estimates by 0.5%
 
 
Time to reboot for Indian IT
calendar_icon Dec 2 2017  | read_more_icon Read More
Revenue per employee is depressingly low for Indian IT, despite its so called success
 
 
India is making rapid strides in Space busines
calendar_icon Feb 12 2017  | read_more_icon Read More
On Feb 15, ISRO will attempt a world record
 
 
E-Retailing losses – Any lessons?
calendar_icon Dec 2 2017  | read_more_icon Read More
Investors and etailers are finally realising that profits do matter
 
 
Indian Pharma Market2017 January Update - Double Digit Growth Continues
calendar_icon Feb 11 2017  | read_more_icon Read More
Pharma market growth marginally improved, volume wise and clocked double digit growth rate. January
 
 
Crisis in Infosys
calendar_icon Feb 11 2017  | read_more_icon Read More
Will this pan out like the Tata story. Or will this work out in a different way? It is time to wait
 
 
Henry Schein: A remarkable growth story
calendar_icon Feb 9 2017  | read_more_icon Read More
20 year CAGR of 15% growth! Shows the immense potential of B2B medical distribution business
 
 
Angel investing in public markets
calendar_icon Feb 8 2017  | read_more_icon Read More
This article is for HNIs in search of higher returns. Instead of investing in start-ups, you can con
 
 
Jan’17 sees tepid VC/PE activity
calendar_icon Feb 7 2017  | read_more_icon Read More
Only USD361m investments reported
 
 
Why is Divi’s stock price falling?
calendar_icon Jan 20 2017  | read_more_icon Read More
The impact of USFDA report on Unit 2 has turned out to be far more serious as compared to what the m
 
 
Dec'16 witnesses USD2.4B of VC/PE investment
calendar_icon Jan 16 2017  | read_more_icon Read More
After mostly a disappointing trend of investments through the year, 2016 ended on a high
 
 
Indian Market December 2016 Update - Anti-Diabetic and Cardiac comes to the rescue of the overall ma
calendar_icon Jan 10 2017  | read_more_icon Read More
As expected, domestic pharma market had a subdued performance in December 2016. The growth was just
 
 
Indian Pharma Market - Novemeber Update
calendar_icon Jan 10 2017  | read_more_icon Read More
After the demonetisation, it is the first monthly pharma track, and covers majorly the period after
 
 
India emerges tops in JBIC FDI survey for 2016
calendar_icon Jan 7 2017  | read_more_icon Read More
For the third year in a row, India has emerged as the most promising country for overseas business,
 
 
VC/PE deal space back to pedestrian pace in Nov’16
calendar_icon Dec 5 2016  | read_more_icon Read More
Among the slowest months in 2016
 
 
Demonetisation to have several long term benefits for India
calendar_icon Nov 22 2016  | read_more_icon Read More
We see considerable long term gain, after around 6 months of short term pain as various markets deal
 
 
Oct’16 sees improvement in VC/PE deal space
calendar_icon Nov 1 2016  | read_more_icon Read More
Only the second month in 2016 with billion dollar plus investment
 
 
Indian Pharma Market September 2016 Update - Double Digit Growth Continues
calendar_icon Oct 23 2016  | read_more_icon Read More
Pharma market has now completed 2 quarters (first half) for this financial year. Market had another
 
 
August sees better deal traction in private space
calendar_icon Sep 23 2016  | read_more_icon Read More
Deal count and reported amount recover
 
 
FMCG companies hope for revival in rural demand
calendar_icon Jul 30 2016  | read_more_icon Read More
Since 2012, rural demand has been weak due to poor rains
 
 
VC/PE investments crater in June
calendar_icon Jul 5 2016  | read_more_icon Read More
Sharp drop in both deal count and reported amount
 
 
Expanding distribution helps Marico beat GDP growth
calendar_icon Jun 27 2016  | read_more_icon Read More
Ditribution expanding @6%, several ongoing initiatives
 
 
Indian Pharma Market May 2016 Update - Growth improves, but still in single digit
calendar_icon Jun 17 2016  | read_more_icon Read More
May 2016 saw little uptick in the pharma market growth compared to April. Growth rate more than doub
 
 
Future Consumer – as confused as ever
calendar_icon Jun 13 2016  | read_more_icon Read More
Is it a food processor, brand owner, or retailer?
 
 
Valuation of a few ecomm companies
calendar_icon Jun 9 2016  | read_more_icon Read More
Anywhere from 10x net revenu onwards
 
 
VC/PE investments slip again in May
calendar_icon Jun 4 2016  | read_more_icon Read More
Deal count good, but mostly made of angel deals
 
 
QSR companies continue to struggle for growth
calendar_icon May 9 2016  | read_more_icon Read More
Store shutdowns increasing, SSS growth still down
 
 
Apr’16 witnesses rebound in VC/PE deal amounts
calendar_icon May 3 2016  | read_more_icon Read More
USD 1.64B capital committed, among the largest amounts in a month
 
 
DS Group’s candy Pulse makes electrifying launch
calendar_icon Apr 19 2016  | read_more_icon Read More
Reaches Rs 1B revenue (USD16m) in 8 months of launch
 
 
Consolidated impact of three key policy decisions on the pharma market - 4.5% of the overall market
calendar_icon Apr 5 2016  | read_more_icon Read More
Recently there have been three key policy decisions by the government – adjustment of prices (downwa
 
 
Mar’16 witnesses ~USD 504m of VC/PE investments
calendar_icon Apr 4 2016  | read_more_icon Read More
Reported amount least in the last 24 months
 
 
Impact of the banning of nearly 350 FDCs by the government last week
calendar_icon Mar 14 2016  | read_more_icon Read More
Couple of days back, the Health Ministry banned close to 350 Fixed Dose Combinations (FDCs) over saf
 
 
Indian Pharma Market - February 2016 update: steady growth continues
calendar_icon Mar 14 2016  | read_more_icon Read More
Pharma market continues its growth trajectory with 12% growth rate in February. With just one month
 
 
Agree with Murthy, ‘delivery food tech’ is not a business
calendar_icon Feb 25 2016  | read_more_icon Read More
Though not all food tech is bad, there are segments which have promise
 
 
Jan’16 starts with USD 800m of VC/PE investments
calendar_icon Feb 11 2016  | read_more_icon Read More
Deal volume remains robust at 85 for the month
 
 
Indian Pharma Market - January 2016 update: steady growth continues
calendar_icon Feb 9 2016  | read_more_icon Read More
1. January-16 marks the beginning of the last quarter for the Indian Companies and the 1st quart
 
 
Indian Pharma Market December 2015 Update - steady double digit growth continues
calendar_icon Feb 9 2016  | read_more_icon Read More
Pharma market continued its steady growth movement and clocked another month of double digit growth
 
 
Indian Pharma Market - November Update
calendar_icon Feb 9 2016  | read_more_icon Read More
October-15 had witnessed very high growth on account of lower base in October-14 (due to Diwali) and
 
 
Indian Pharma Market - October Update: a blockbuster month
calendar_icon Feb 9 2016  | read_more_icon Read More
Pharma market had a great pre-Diwali bash in October, with blockbuster growth of more than 20%!
 
 
VC/PE investments for 2015 close at USD 14B
calendar_icon Jan 11 2016  | read_more_icon Read More
Second best year ever, after 2007
 
 
USD 1.27B of VC/PE transactions in November’15
calendar_icon Dec 1 2015  | read_more_icon Read More
Taxi hailing app Ola raises half a billion
 
 
Winner takes all in tech and e-commerce
calendar_icon Nov 22 2015  | read_more_icon Read More
Disproportionate share of profits goes to No 1 player, says a report
 
 
VC/PE investments USD 12B for Jan-Oct-15
calendar_icon Nov 3 2015  | read_more_icon Read More
USD 1.25B invested, 84 reported transactions for Oct’15
 
 
The thuggery of AIOCD needs to be stopped
calendar_icon Oct 14 2015  | read_more_icon Read More
The chemist strike called by AIOCD to protest against online pharmacies shows its thuggish attitude,
 
 
Indian Pharma Market - September Update: relatively slower month
calendar_icon Oct 10 2015  | read_more_icon Read More
Market clocked Rs. 8626 crore and Growth slowed to 9.9%
 
 
Quality of accounting at Pharma companies going down
calendar_icon Oct 9 2015  | read_more_icon Read More
An article in The Financial Times says quality of earnings of pharma companies has reduced drastical
 
 
Monthly VC/PE deal count touches all time high in Sep’15
calendar_icon Oct 1 2015  | read_more_icon Read More
96 VC/PE type transactions reported for Sep’15
 
 
India has the most US FDA approved API plants in the world
calendar_icon Sep 29 2015  | read_more_icon Read More
And sundry other interesting pharma facts
 
 
Vaccine companies are raking it in
calendar_icon Sep 26 2015  | read_more_icon Read More
Biological E has reported robust profitability as well.
 
 
India most profitable pharma company is…Serum Institute
calendar_icon Sep 24 2015  | read_more_icon Read More
Serum's EBTIDA margin has ranged from 55% to 60% for the last 3 years. In fact, Serum has a net prof
 
 
The great Indian infra asset sale
calendar_icon Sep 22 2015  | read_more_icon Read More
Indian infra companies have been desparate to sell assets for a while. Buyer interest could be picki
 
 
Indian pharma needs a period of valuation consolidation
calendar_icon Sep 21 2015  | read_more_icon Read More
At this point, we find valuations are ahead of reality for most pharma companies
 
 
Indian Pharma Market August 2015 Update - double digit growth continues
calendar_icon Sep 11 2015  | read_more_icon Read More
August was another month of double digit growth of 13%, though average growth since April has been 1
 
 
Is Sun Pharma losing the plot?
calendar_icon Sep 11 2015  | read_more_icon Read More
Non negligible write-offs seem to becoming a feature of the business at India’s leading pharma compa
 
 
USD 1.3b of private equity investments in Aug’15
calendar_icon Sep 1 2015  | read_more_icon Read More
VC/PE investment in 2015 already exceeds 2014 annual total
 
 
Government VC fund to support pharma R&D
calendar_icon Aug 31 2015  | read_more_icon Read More
Corpus planned is Rs 10bn
 
 
Cipla’s consumer health business to roll from FY17
calendar_icon Aug 28 2015  | read_more_icon Read More
Likely to be backed by Fidelity Growth Partners
 
 
PE exits at all-time high in 2015
calendar_icon Aug 26 2015  | read_more_icon Read More
Over USD 6 billion realised, reports The Economic Times
 
 
MSO numbers expected to surge with DAS Phase-III coming up
calendar_icon Aug 21 2015  | read_more_icon Read More
315 new licenses reportedly granted in last 2 months
 
 
Annual Capacity Addition Targets for Solar Power set
calendar_icon Aug 17 2015  | read_more_icon Read More
Utility scale to add 1.8GW in FY16 and 7.2GW in FY17
 
 
India best performing emerging market so far
calendar_icon Aug 14 2015  | read_more_icon Read More
Despite currency turmoil, Indian equity markets are holding up much better than peers
 
 
Indian Pharma Market July 2015 Update - double digit growth continues
calendar_icon Aug 10 2015  | read_more_icon Read More
In the first month of the 2nd Quarter of 2015-16, market saw another double digit growth performance
 
 
July’15 sees 91 VC/PE deals aggregating ~USD 1.7b
calendar_icon Aug 3 2015  | read_more_icon Read More
Jan-Jul’15 aggregate investment is USD 7.8billion
 
 
Modern Dental Lab files for IPO
calendar_icon Jul 31 2015  | read_more_icon Read More
China’s largest dental lab plans IPO on Hong Kong Stock Exchange
 
 
Syngene business better than Biocon?
calendar_icon Jul 29 2015  | read_more_icon Read More
At 17x EV/EBITDA and 28x trailing PE, valuations more than parent Biocon!
 
 
Regulation does not pose a hurdle for online pharma
calendar_icon Jul 24 2015  | read_more_icon Read More
Investing community is needlessly fearful of regulatory overhang for online pharmacy business. There
 
 
Indian Pharma Market June 2015 Update
calendar_icon Jul 16 2015  | read_more_icon Read More
Market continued with its double digit growth rate and crossed Rs. 90000 crore on a MAT basis
 
 
More banks launching m-wallets
calendar_icon Jul 15 2015  | read_more_icon Read More
SBI entering market, looking at 3x surge on m-wallet spends in FY15
 
 
June’15 sees 65 VC/PE deals
calendar_icon Jul 1 2015  | read_more_icon Read More
Aggregate value of reported investments for June’15 was robust, at USD 895million, from 46 transacti
 
 
Innovation and The lowest BRIC
calendar_icon May 23 2015  | read_more_icon Read More
Should come as no surprise: India
 
 
Indian Pharma Market April 2015 Update
calendar_icon May 17 2015  | read_more_icon Read More
Positive momentum has continued in the first month of the new financial year. Industry again clocked
 
 
VC/PE sector headed for a big year
calendar_icon May 2 2015  | read_more_icon Read More
In Apr’15, 67 transactions were reported, which could be an all time high for investment count in a
 
 
LED market to grow at 40% plus
calendar_icon Apr 29 2015  | read_more_icon Read More
Market could double from current size of Rs 25bn in 2 years
 
 
Zydus planning a big acquisition?
calendar_icon Apr 14 2015  | read_more_icon Read More
Looking to raise Rs 10,000 crore!
 
 
Indian Pharma Market March 2015 Update
calendar_icon Apr 14 2015  | read_more_icon Read More
With the end of March, FY14-15 came to close. In March, pharma market had another month of good doub
 
 
Zydus group announces big investment in hospitals
calendar_icon Apr 7 2015  | read_more_icon Read More
Zydus Hospitals plans Rs. 1,000-cr investment for hospital chain in Gujarat
 
 
Mar’15 sees 57 VC/PE deals aggregating USD735m
calendar_icon Apr 1 2015  | read_more_icon Read More
Jan-Mar’15 aggregate investment reaches USD 2.9B
 
 
Banks commit to funding 60,000MW of renewable energy
calendar_icon Mar 19 2015  | read_more_icon Read More
This marks a
 
 
Can change in packaging raise sales by 50%?
calendar_icon Mar 17 2015  | read_more_icon Read More
Frooti, the syrupy mango drink from Parle, has changed packaging dramatically, and expects this to d
 
 
Adlabs IPO focusses attention on Indian Amusement park business
calendar_icon Mar 17 2015  | read_more_icon Read More
The size of the Indian Parks industry is estimated at ? 25 billion to ? 30 billion, in terms of reve
 
 
Indian Pharma Market February 2015 Update
calendar_icon Mar 16 2015  | read_more_icon Read More
Pharma market had 18.9% growth in the previous month, the highest in the last 19 months
 
 
ITC targets Rs 1 trillion turnover from FMCG
calendar_icon Mar 16 2015  | read_more_icon Read More
Setting up 20 new factories, as it aims to quadruple turnover by 2030
 
 
53 VC/PE transactions recorded in Feb’15
calendar_icon Mar 2 2015  | read_more_icon Read More
Jan-Feb’15 has recorded $2.1b of reported investment, sharply higher than $534m in Jan-Feb’14
 
 
India’s chocolate market crosses Rs 100B mark
calendar_icon Feb 20 2015  | read_more_icon Read More
The market grew 24% in 2014
 
 
Indian snack food market growing at 25% CAGR
calendar_icon Feb 11 2015  | read_more_icon Read More
The market is dominated by Pepsico, which leads Haldiram by a significant margin
 
 
Haldiram’s combined revenues is Rs 3500 crore!
calendar_icon Feb 5 2015  | read_more_icon Read More
Haldiram has quietly emerged as one of India's largest food brands
 
 
Auto sales growth muted in January
calendar_icon Feb 4 2015  | read_more_icon Read More
Excise duty rollback takes a toll on most companies
 
 
Jan’15 sees $1.4 billion of venture capital investment
calendar_icon Feb 2 2015  | read_more_icon Read More
The calender year 2015 as got off to a good start for the venture capital / private equity industry
 
 
Autopart retail a very profitable business in the US
calendar_icon Jan 20 2015  | read_more_icon Read More
Leading companies have EBITDA margin in high teens
 
 
Indian Pharma – Likely Future Trends
calendar_icon Jan 18 2015  | read_more_icon Read More
It is going to be the transition time for the pharma industry in 2015 and beyond. Companies will hav
 
 
Indian Pharma Market December 2014 Update
calendar_icon Jan 18 2015  | read_more_icon Read More
Market closes strongly with 13.6% growth
 
 
Car Care an attractive business
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The Car Care market has very attractive dynamics. The situation is ripe for a few capable companies
 
 
Oil price headed to $20 a barrel?
calendar_icon Jan 13 2015  | read_more_icon Read More
Prices could slide a lot lower from $60 a barrel prevailing currently, according to several media r
 
 
3M’s car detailing business now Rs 175 crore annually
calendar_icon Jan 12 2015  | read_more_icon Read More
3M believes the market is growing at 25-30% annually
 
 
BRIC to IC
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With economics of Russia and Brazil faltering, India and China are the only remaining countries of i
 
 
Deal count up sharply in 2014
calendar_icon Jan 11 2015  | read_more_icon Read More
Deal count increases 28% as reported angel investments surge
 
 
India patent data proves critics wrong
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In many sectors, especially in pharma sector, India has granted more than 75% patents to MNC compani
 
 
Impact of Rouble depreciation on the Indian pharma industry
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The currency depreciation would lead to significant impact as this is the second largest region for
 
 
Spice 20% market share up for graps
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India's 3rd largest airline is probably dead. This gives other airlines a 20% share to vie for. Howe
 
 
Indian Pharma Market November 2014 Update
calendar_icon Dec 12 2014  | read_more_icon Read More
Market had a double digit growth in the previous month after low growth in October due to Diwali
 
 
Shocking practices of Indian pharma
calendar_icon Dec 4 2014  | read_more_icon Read More
Bloomberg article exposes systematic quality fraud at Indian pharma companies
 
 
InMobi not quite the investor darling now?
calendar_icon Dec 3 2014  | read_more_icon Read More
While dotcoms like Flipkart, Snapdeal, Zomato, Bookmyshow, and several others continue to rake in mo
 
 
Will India pharma look more closely at US nutra market?
calendar_icon Nov 27 2014  | read_more_icon Read More
Will Aurobindo’s move to acquire a US nutra company spark similar such moves by other Indian pharma
 
 
Jubilant Foodworks continues to face adverse demand environment
calendar_icon Nov 22 2014  | read_more_icon Read More
Same Store Sales negative for 5 quarters now
 
 
Brokers hot on agrochem sector
calendar_icon Nov 22 2014  | read_more_icon Read More
Given India's low agrochem penetration, this is a sector most brokers are positive on
 
 
Samsung now India’s second largest consumer company
calendar_icon Nov 11 2014  | read_more_icon Read More
With close to USD 7b revenue, second only to Maruti Suzuki
 
 
Flipkart posted Rs 28bn revenue in FY14
calendar_icon Nov 4 2014  | read_more_icon Read More
This was 2.3x growth over FY13, loss doubled to Rs 4b
 
 
Apple revenues up 10x in 4 years in India
calendar_icon Oct 27 2014  | read_more_icon Read More
Have grown from Rs 4.5b in FY10 to Rs 45b in FY14
 
 
Honda Motorcycle catching up with Bajaj Auto in motorcycle market
calendar_icon Oct 21 2014  | read_more_icon Read More
After overtaking Bajaj as overall No 2, Honda is close overtaking Bajaj in motorcyles also
 
 
100 mid market hotels on sale
calendar_icon Oct 16 2014  | read_more_icon Read More
An indepth article in The Economic Times today says that several hotel companies are struggling and
 
 
Hardcastle plans to more than double outlets in 3-5 years
calendar_icon Oct 10 2014  | read_more_icon Read More
Plans to add 250 outlets, to current 192, in 3-5 years
 
 
Flipkart Big Billion Day: Beginning of the end for Flipkart?
calendar_icon Oct 7 2014  | read_more_icon Read More
Is it going the Future Group way?
 
 
NPPA Loses Pricing Power
calendar_icon Oct 4 2014  | read_more_icon Read More
Just before PM Narendra Modi embarked on his trip to US, in a sudden move, Government of India, with
 
 
Another online doctor appointment site gets funded
calendar_icon Sep 29 2014  | read_more_icon Read More
3 other similar players got funded in 2014, 2 of those in Aug alone
 
 
Online ad market in India to reach Rs 3,575 cr by FY15
calendar_icon Sep 27 2014  | read_more_icon Read More
Online ad market growing 30%. Mobile ads growing > 40%
 
 
Sutlej planning big expansion in home textiles
calendar_icon Sep 27 2014  | read_more_icon Read More
STIL is a rarity in the Indian textile sector, it has a strong balance sheet
 
 
Biyani claims food park is necessary for food business
calendar_icon Sep 24 2014  | read_more_icon Read More
We find this typical of the confused, and hyperactive, way of working of Future Group
 
 
The outdated moped still clocks big numbers!
calendar_icon Sep 23 2014  | read_more_icon Read More
TVS’s moped is still clocking big numbers, reports Business Standard. And now, Hero and Yamaha are p
 
 
Brick and mortar furniture chains scaling back
calendar_icon Sep 22 2014  | read_more_icon Read More
While brick and mortar retailers retreating, online furniture stores are getting investor attention
 
 
Startups creating new categories in processed foods
calendar_icon Sep 17 2014  | read_more_icon Read More
The processed food market is witnessing start-ups coming up with fresh product ideas, looking to cre
 
 
Pro Kabaddi was a big hit
calendar_icon Sep 16 2014  | read_more_icon Read More
It became the second-most viewed sporting tournament in the country after the annual twenty-20 tourn
 
 
Market excited by Cipla’s combination inhaler launch
calendar_icon Sep 8 2014  | read_more_icon Read More
Cipla has managed to launch the first ever substitutable MDI combination inhaler
 
 
Dental care chain MyDentist raising funds again
calendar_icon Sep 5 2014  | read_more_icon Read More
The company is reportedly in the market to raise ~100 crore
 
 
Wholesalers take to sourcing from e-commerce sites
calendar_icon Sep 4 2014  | read_more_icon Read More
Wholesalers are finding cheapest prices on the net, says an article in ET. However, this could also
 
 
Massive housing supply glut in Mumbai
calendar_icon Aug 27 2014  | read_more_icon Read More
Unsold inventory could be as high as $35billion
 
 
Britannia aims to take leadership from Parle in biscuits
calendar_icon Aug 18 2014  | read_more_icon Read More
Is experimenting with changes in distribution
 
 
Indian Pharma Market July 2014 Update
calendar_icon Aug 13 2014  | read_more_icon Read More
Indian pharma market is slowly getting its growth momentum and in near future should reach its usual
 
 
Arvind Mills aims to double turnover in 4 years
calendar_icon Aug 12 2014  | read_more_icon Read More
B2C business of Brands and Retail to drive growth, budgeted to grow at 46% CAGR
 
 
Logistics Stocks give super returns
calendar_icon Aug 9 2014  | read_more_icon Read More
The 4 stocks mentioned in our newletters, have done very well
 
 
Dai Ichi rises 15% today, hits new all time high!
calendar_icon Aug 6 2014  | read_more_icon Read More
Just yesterday we wrote a post on Chemical Sector and Dai Ichi
 
 
Bullish on Chemical Sector
calendar_icon Aug 5 2014  | read_more_icon Read More
We have been positive on the sector over the last 2-3 years. Recent trends bear us out
 
 
Godrej Appliances expects to grow 30%
calendar_icon Jul 22 2014  | read_more_icon Read More
The company has set a sales target of ?2,700 crore
 
 
10th July order of NPPA on price control
calendar_icon Jul 14 2014  | read_more_icon Read More
NPPA in its latest order has brought under price control most of the well known and high selling car
 
 
DRL is sharply hiking R&D spends
calendar_icon May 17 2014  | read_more_icon Read More
In FY14, Dr Reddy’s spent Rs 1240 crore on R&D, up 61% over FY13
 
 
Why did Congress lose so badly? Simple answer – the voter knows
calendar_icon May 16 2014  | read_more_icon Read More
The margin of victory of the NDA has come has a surprise to every voting Indian, the pollsters and m
 
 
Connexios Deal with Boeringher Ingelheim
calendar_icon May 11 2014  | read_more_icon Read More
Recently Connexios Lifesciences, a Bangalore based, pure play R&D Company signed an out-licensing de
 
 
Yum! Brands to triple store count
calendar_icon Apr 22 2014  | read_more_icon Read More
Wants to have 2000 stores in India by 2020, wants to be No 1 in all its segments
 
 
CPVC: A rapidly growing market
calendar_icon Apr 20 2014  | read_more_icon Read More
Rs 15bn market, with 5 year CAGR of 40%
 
 
Kotak PE set for bumper returns in Indus Biotech
calendar_icon Apr 11 2014  | read_more_icon Read More
Kotak likely to make more than 10x returns on this investment
 
 
Mobile data usage surging
calendar_icon Apr 9 2014  | read_more_icon Read More
Revenues from data are growing 100% yoy for leading providers
 
 
India’s toothpaste market witnessing strong competitive activity
calendar_icon Mar 13 2014  | read_more_icon Read More
With P&G and GSK entering the Indian toothpaste market, competitive activity has shot up, and how
 
 
Dabur still reporting volume growth in teens
calendar_icon Mar 3 2014  | read_more_icon Read More
In a dismal economic situation, the company has shown close to 10% volume growth in 9mFY14
 
 
Operational costs galloping for Domino’s?
calendar_icon Feb 27 2014  | read_more_icon Read More
Rent costs are increasing rapidly for Domino's
 
 
Indian Pharma Market - January 2014 Update
calendar_icon Feb 16 2014  | read_more_icon Read More
The Pharma Market is now consistently continuing with its positive growth momentum. It seems gradual
 
 
India's per capita footwear consumption is ~2 pairs
calendar_icon Feb 15 2014  | read_more_icon Read More
Market growing at 8-10% annually on rising affordability
 
 
TVS is outperforming for a change
calendar_icon Feb 1 2014  | read_more_icon Read More
TVS has quietly scripted a revivial
 
 
Titan reaches 100+ towns now
calendar_icon Jan 31 2014  | read_more_icon Read More
A look at the distribution reach of India's most valuable retail company
 
 
Slowdown at V-Guard
calendar_icon Jan 21 2014  | read_more_icon Read More
V-Guard, which has delivered a revenue CAGR of 37% between FY08-FY13, expects to grow at 11-12% in F
 
 
Indian Pharma Market - December 2013 Update
calendar_icon Jan 14 2014  | read_more_icon Read More
The Indian pharma market closed the year 2013 on a positive note. The positive turnaround, which beg
 
 
Cadila set for sharp growth in US markets
calendar_icon Jan 13 2014  | read_more_icon Read More
It has built up one of the strongest pipelines among Indian peers with over 191 fillings till 1HFY14
 
 
We remain bearish on economic scenario