Research notes

The report expects 19% YoY revenue growth from better occupancy and new bed additions, naming it a strong performer with margin improvement.

The report expects 26% YoY revenue growth and 55% YoY EBITDA growth driven by Small Molecule CDMO, naming it a strong performer despite its REDUCE rating.

The report expects 23% YoY revenue growth led by the CRDMO business, naming it a strong performer.

The report expects 14% YoY revenue growth led by CDMO and CHG businesses, with EBITDA margin expansion though PAT remains negative.

The report expects 11% YoY revenue growth with soft CMC business but strong CRO growth, with margin expansion expected.

The report expects 17% YoY revenue growth led by Custom Synthesis business, naming it a strong performer.

The report expects 27% YoY revenue growth but a sharp margin correction due to absence of gRevlimid and gMyrbetriq royalty fees, listing it as a muted performer.

The report notes 51% YoY revenue growth (not comparable due to JB Chemicals integration), with margin improvement from cost synergies but flattish PAT growth.

The report expects 11% YoY revenue growth driven by specialty scale-up and India growth, with EBITDA margin improving on cost controls.

The report expects 13% YoY revenue growth and margin expansion on better sales mix and cost controls, naming it a strong performer.

The report expects a 14% YoY EBITDA decline due to competition-led price erosion in Tolvaptan and gMyrbetriq, listing it as a muted performer.

The report expects 11% YoY revenue growth with gross margin expansion supporting EBITDA margin improvement.

The report expects 13% YoY revenue growth led by India chronic therapies and the Semaglutide launch, naming it among strong performers.

The report expects a 4% YoY revenue decline and a sharp EBITDA margin contraction due to absence of gRevlimid and price erosion, flagging it as a muted performer.

The report expects 18% YoY revenue growth driven by Lannett integration and Europe momentum, calling it among the strong performers this quarter.

The report expects 13% YoY revenue growth led by India formulations and Occlutech consolidation, but margins to stay under pressure from integration and higher costs.

The note states a buy call on MAHA BANK in the 83-84.5 range (CMP 83.79) with add-on-dip at 81, stop loss 79.5 and target 90 over a horizon of up to 10 days, citing a daily-chart breakout, a volume jump on intraday charts, a bullish RSI setup on the hourly chart and a higher-top higher-bottom structure.

The report projects ABREL's Q2FY27 presales to fall 83% YoY and EBITDA to remain negative at -29% margin.

The report expects Lodha's Q2FY27 revenue to grow 38% YoY and presales to rise 12% YoY, citing an impressive launch pipeline.

The report names Mahindra Lifespaces a top pick and expects Q2FY27 presales growth of 21% YoY.

The report projects Godrej Properties' Q2FY27 presales to decline 12% YoY while revenue grows 13% YoY.

The report highlights Phoenix Mills' rental-heavy portfolio providing stable, escalating rental income and expects 25% YoY EBITDA growth in Q2FY27.

The report cites Prestige among southern developers showing strong branded-end demand traction and expects new launch records in Q3FY27.

The report projects Kolte-Patil's Q2FY27 revenue to rise 165% YoY but EBITDA margin to remain negative at -5%.

The report expects Brigade's Q2FY27 presales to fall 9% YoY but highlights its rental-heavy portfolio as a cash-flow cushion.