
Sector Deep Dives Archives - smallcase

Apollo Hospitals' restructuring can potentially bring innovation within the pharma space from a broader perspective.

Specialty chemical players saw a mixed Q4FY25 - margin strain, capex bets, and a pivot to high-value chemistries.

India’s FMCG sector ended FY25 with steady volumes, but margin stress and rural-urban divergence drove strategic resets.

Indian automakers posted stable Q4FY25 results, but strategic bets on EVs, exports, and alliances stood out.

Indian microfinance faces sharp regulatory and credit shifts—lenders pivot to quality over growth in Q4FY25.

Indian banks posted steady Q4FY25 results, but strategic moves like stake sales and leadership exits signal deeper shifts ahead.