NUTRACEUTICAL INDUSTRY
Budget Bets: Pushing sugar sector in the clean energy chain is good for politicians & industry: 5 sugar stock with upside potential of up to 25%
After multiple attempts were made between 2001 and 2002, finally it was post 2015 that the sugar sector started witnessing a turnaround. Why is this turnaround special? Because all the stakeholders of the sector, the farmer, the industry, the politicians, and customers have been happier in the last nine years. Given the fact that sugar is a subject which comes under both state and central government, it is probably one of the most complex industries to make any changes. Another fact is among the industry which despite being in existence for ages, none of the stocks has been able to reach a level where they would be classified as large cap stocks.This typically happens in industries which operate in specific regions. But in the long run if the sugar industry becomes an integral part of the clean energy system then things might change.
Nutraceuticals may get cheaper as panel looks to regulate prices
The Indian government is contemplating bringing nutraceuticals under price control to enhance affordability for consumers. Currently regulated by the Food Safety and Standards Authority of India (FSSAI) without price controls, these products, often marketed as over-the-counter health supplements, face scrutiny for high pricing. Officials argue that some companies charge exorbitant prices by repackaging pharmaceutical ingredients into nutraceuticals. A committee involving various health and regulatory bodies aims to introduce pricing regulations to curb this trend and ensure fair pricing.
Elections still on for them? But macro structure has changed for good: 5 sugar stocks with upside potential of up to 27%
In a sector, where government policies have a major impact, the risk of any change in policy impacting the players is always present. That is the reason why the valuations of these stocks from such sectors don't cross a certain threshold. Probably the sugar sector tops the lists of such sectors and the reason is because both the central and state governments have some say in the policy making. While the general elections are over, there are many states which have exposure to the sugar sector and state elections are going to be held there over the next couple of quarters. So a narrative might get built against the sugar stocks. What needs to be done, make a distinction between the reality that the balance sheets of these companies are much stronger than what they were, their business model is not just about sugar, but about part of the clean energy which is something which is going to grow.
Pharma industry raises concerns over new Schedule M's impact on cosmetic manufacturing
The pharmaceutical industry, represented by the Federation of Pharma Enterprises (FoPE), has expressed concerns over the government's new Schedule M, which prohibits the manufacture of any product other than drugs in units licensed for drug production. FoPE argues that setting up a separate plant for cosmetic manufacturing is financially unviable for medium and small-scale enterprises. They are requesting permission to manufacture cosmetics in the area designated for topical products like creams and lotions.
Fundamental tailwinds are a stronger play than volatile markets? 5 Indian pharma stocks with upside potential of up to 31 %
There is no doubt that the market is going through a volatile phase and bears are once again telling the street to never write them off. Will this correction continue even longer ? It would probably be clear by the end of the day as the election result finally gets settled. Instead of focusing on how much nifty or bank nifty or any other index is down or up, focus on the fact that whether the sector or company is doing well and will it do well in future because the fundamental operating matrix of that sector has changed for better. Because volatile phases come and go, changes in the operating matrix don't happen every day. Pharmaceutical is one sector where there is a fundamental change taking place and it has happened after 8 to 10 years of restructuring and painful readjustment. So, it would be worthwhile to have them on watchlist and if the market remains volatile then it is a sector which probably has a higher probability of outperforming.
Panel to examine if nutraceuticals can be produced within drug unit
In a significant development, a five-member expert committee has been appointed to assess the feasibility of allowing the manufacturing of nutraceuticals within drug manufacturing facilities in India. This decision comes after the country's drug regulator had previously warned of taking action against those violating regulations by producing supplements and drugs in the same facility.
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View: Stop companies stretching the truth
Every label coming out from FMCG, nutraceutical, cosmetic, pharmaceutical and wellness sectors must be properly checked by regulators. In this context, Supreme Court rightly pulled up the Indian Medical Association (IMA) last week for not taking action against Patanjali on complaints for the company's alleged 'misleading' claims and 'disparaging' ads against the allopathic system of medicine.
New set of exporters emerging from India? 5 stocks from engineering sector with an upside potential of up to 33%
It has been a long time that engineering major L&T has ventured into exports of engineering services to the Middle East, then it moved into exports of engineering goods. Over the years, there are companies, who specialize in some industries who also have been able to get an entry into the export market. Getting into the export market is not easy and it takes years to get into the market for two reasons. First, global companies tend to be very aggressive in bidding so that new competition does not come in. Second, Indian companies which are sort of a crossover of engineering and capital goods, required the ability to sustain these attempts to get into the esports market at a time when domestic demand was very poor. Now in the last few years, things have improved on the domestic demand and hence these companies were able to put their foot forward into the export market. Will these companies become a new set of exporters from India?
Direct selling industry grew 12% in 2022-23, crosses Rs 21,000 crore in turnover: IDSA
Indian Direct Selling Association and Kantar's report revealed a 12% industry growth to Rs 21,282 crore turnover. The sector aims to strengthen with government support, distinguishing from fraudulent schemes through regulatory amendments.
Volatility is temporary, fundamental tailwinds are permanent: 6 stocks from engineering sector with an upside potential of up to 37%
If one looks at how one sector after another has been recovering, engineering which overlaps in some part with capital goods has been one of the last ones to see a recovery in real business sense. It is only in the last few months that one would these companies announce that either they have got orders or any other sort of other contracts. If one looks at the orders or contract wins, a number of them are showing quarter on quarter increase for almost the three quarters. There is a reason why these companies were last on the list to show revival. Only when the user industry which in this case ranges from chemical, and sugar railways to literally everyone else involved in manufacturing and utilities embarks upon a capacity expansion only then these engineering cum capital good companies would get orders and show an improvement. In the first phase of economic recovery, it was more of repairing both balance sheets and policy framework that took place. It is only recently that we have seen companies get confident and a new capex cycle getting started. Probably that is why some of the mid-sized players have been able to outperform even a volatile market.
Lens on cos making drugs, supplements in same facility: Pharma body hopeful of a rethink on govt action
In a recent diktat, the government said action will be taken against pharma units that are flouting the norms by manufacturing nutraceuticals, health supplements and drugs in the same facility. Executives of Fope recently met the health secretary and the Drug Controller General of India (DCGI), seeking an exception to select units as was given earlier.
Pharma companies producing drugs, supplements in same unit under lens
The government, DCGI, and state authorities are cracking down on pharma units manufacturing nutraceuticals, health supplements, and drugs in the same facility. The industry is worried about the impact on exports, domestic market, spurious drugs, and foreign exchange.
Govt panel to review if nutraceuticals should be brought under CDSCO
Nutraceuticals are products derived from food sources that are believed to provide extra health benefits besides the basic nutritional value found in foods.
Interim Budget: Expectations soar as agriculture and healthcare industry weigh in on union budget 2024-25
As the Union Budget 2024-25 approaches, the expectations and insights from industry leaders reflect a collective call for targeted allocations and policies that address the unique challenges and opportunities in the agriculture and healthcare sectors, contributing to the overall economic growth of the nation.
Urban market has developed a huge appetite for ayurveda medicines: Vicram Sharma, Baidyanath Group
"The last few years have seen a veritable explosion of start-ups in the Ayurveda space. The Ayurveda industry is dominated by some 40,000 MSMEs who account for more than 80% of the enterprises. Government support has taken the form of promoting awareness, financing research, funding start-ups as well as instituting vigilance and regulatory frameworks for manufacturing processes – all this has helped give Ayurveda greater credibility and reach," said Vicram Sharma, Director Baidyanath Group.
Another round of re-rating? 6 stocks from sugar industry with upside potential of up to 35%
Among many industries which have seen a strong transformation in the last nine years due to policy initiatives has been the sugar industry. This is despite the fact that sugar is a state subject where central policies can only play a limited role. If one looks at the balance sheet of a large number of them, they are far better placed than they were six years ago and to some extent in the last two years even the institutional investors have started to take exposure in this sector which they have avoided for more than three decades.
268 companies set to release Q2 results on Monday. What to expect from Nykaa, Divi’s Labs and Varun Beverages
Max Healthcare Institute, NHPC, Bharat Forge, Hindustan Petroleum Corporation, Gland Pharma, Emami, Exide Industries, R R Kabel, Bajaj Electricals, Bikaji Foods International, Sun Pharma Advanced Research, Sobha Ltd, Ujjivan Financial Services, Quess Corp, Fusion MicroFinance, Gateway Distriparks, Heidelberg Cement, Va Tech Wabag, and Paras Defence and Space Technologies are among the other major companies releasing results on Monday.
Sweetness by transformation; 5 stocks from sugar industry with upside potential of up to 42%
In the last nine months, the upward trend in sugar price in the global commodity markets has brought back focus on the sugar sector. But in the case of India, the sugar sector has been going through a transformation. From just being a sugar producer to becoming part of the clean energy supply chain. All thanks to mixing ethanol with other fuels. In fact a number of companies have seen a significant improvement in their bottomline due to this shift. As the underlying macro changes sugar companies are making a comeback on the analyst list and some of them have seen an increased participation by institutional investors.
Adding sweetness to portfolio; 5 stocks from sugar industry with upside potential of up to 35%
Recent spike in prices of sugar futures in the global commodity markets have brought back focus on the sugar sector. However, in the case of India, the sugar sector has been going through a transformation much before that and the bottom lines are becoming better for a large majority of companies. All thanks to mixing ethanol with other fuels. As the underlying macro changes sugar companies are making a comeback on the analyst list and some of them have seen an increased participation by institutional investors.
3 stocks from sugar industry with upside potential of up to 33%
The Indian sugar sector has gone through a transformation. From being just a provider of an essential commodity, to being the largest provider of ethanol. Some companies have shifted their focus and have gone through restructuring by hiving off their ethanol unit to focus on ethanol only. As the underlying macro changes sugar companies are making a comeback on the analyst list.
Marico to acquire majority stake in The Plant Fix- Plix for Rs 369 crore
As part of the transaction, the company has acquired 32.75% stake in Satiya Nutraceuticals on a fully diluted basis and requisite majority control over its board composition and total voting rights. Accordingly, it has become a subsidiary of the company and the acquisition of remaining stake of 25.25% on a fully diluted basis will be completed in tranches by May 2025, subject to terms and conditions of the definitive agreements.
Nutraceutical industry seeks simplified regulations in the Biological Diversity Act
The Indian nutraceutical industry, which produces exports valued at $1.5 billion annually, has called for a revision of the Biological Diversity (Amendment) Bill 2022. Company leaders say the legislation should recognise the industry’s products as value-added goods in the context of sustainable farming and effective bioresource management.
Lifescience infrastructure development firm, RDB Shelters to jointly develop healthcare district in Bangalore
“Spanning across five districts, the project comprises lab space modules and built-to-suit Flexi Factories catering to Biopharma, Medtech, Agriscience, Nutraceutical and allied sectors. BLR District is ideal for start-ups, scale-ups and established organisations. The entire project is expected to be completed over the next ten years, said Vishal Goel, managing director of RX Propellant, the development partner for the project.
Nutraceutical supply chain platform Nutrify Today raises $500,000 seed funding
The proceeds of the investment will be used on building automated technology platforms and cover 20 countries for new product development, commercialization, and supply chain solutions to small to mid-sized companies in the nutraceutical industry.
How retail industry is adopting soy as a protein-rich feed for livestock; experts discuss
Industry expert Jaison John, Team Lead – India, U.S. Soybean Export Council (USSEC), Dr Suresh Itapu, Nutraceutical Expert, Director, NutriTech India and Kripa Jalan Nutritionist, Founder – Burgers to Beasts deliberate on protein consumption in the country and how retailers can play an important role in making India protein sufficient.
Pandemic induced surge in nutraceuticals paves way for tech breakthroughs in industry: Study
A global industry survey conducted by Nutrify Today has indicated that technological advancements in the nutraceutical industry will enable a more personalised approach towards nutrition over the next three years with accurate sensors possible via collaborations with expertise in the MedTech industry.
Nutraceuticals sector executives raise concern over Biodiversity Act
The nutraceutical industry, which is at its nascent stage, offers significant socio-economic benefits with promising double-digit growth opportunities. At the end of 2019, the global nutraceutical industry was valued at $382 billion, and India at $5 billion.
New farm laws will boost nutraceutical sector: Industry executives
India has a mere 2-3% share of the $400 billion global markets compared to China’s 14% because of a lack of standard guidelines and protocols, they said, even as it is endowed with resources such as marigold, turmeric, ginger, chillies and paprika, from which medicines are made.
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