GREAVESCOT.NSE

Greaves Cotton Ltd.

In this briefing: Cipla-Eli Lilly Deal: Strategic Masterstroke or Margin Mirage? Orkla India IPO Review: Strong Brands and Valuations Are Not Too Spicy Greaves Cotton Limited- Revving Up Dollar Industries’ Big Reshuffle: Why It Matters? Kerala Farmers Firm On Higher Floor Prices As Market Prices Keep Steady 1. Cipla-Eli Lilly Deal: Strategic Masterstroke or Margin Mirage? Cipla Ltd (CIPLA IN) signed an exclusive distribution and promotion agreement with Eli Lilly on 23 October 2025 to market tirzepatide under the brand name Yurpeak in India. The deal positions Cipla as a first mover in India’s nascent GLP-1 obesity care segment, projected to grow 40x by 2030. Financially modest but strategically transformative, the deal anchors Cipla’s entry into obesity therapeutics and sets the stage for a broader GLP-1 platform spanning branded and generic drugs. 2. Orkla India IPO Review: Strong Brands and Valuations Are Not Too Spicy Orkla India owns two popular Indian food product brands 'MTR' and 'Eastern that offer Ready to Cook/Eat products as well as pure and blended spices.

In this briefing: Orkla India IPO Review: Strong Brands and Valuations Are Not Too Spicy Greaves Cotton Limited- Revving Up Dollar Industries’ Big Reshuffle: Why It Matters? Kerala Farmers Firm On Higher Floor Prices As Market Prices Keep Steady Global Active Funds Struggle to Close the Gap in 2025 1. Orkla India IPO Review: Strong Brands and Valuations Are Not Too Spicy Orkla India owns two popular Indian food product brands 'MTR' and 'Eastern that offer Ready to Cook/Eat products as well as pure and blended spices. Both its brands enjoy strong brand heritage in India as well as countries with a higher proportion of the Indian diaspora. IPO is being valued at TTM PE of 40x (lower end of 35-90x ascribed to Indian FMCGs). With a low double-digit growth profile and high ROCEs, valuations look reasonable. 2. Greaves Cotton Limited- Revving Up Greaves Cotton (GRV IN) has evolved from a traditional diesel engine manufacturer into a comprehensive fuel-agnostic mobility and engineering solutions provider.

In this briefing: Greaves Cotton Limited- Revving Up Dollar Industries’ Big Reshuffle: Why It Matters? Kerala Farmers Firm On Higher Floor Prices As Market Prices Keep Steady Global Active Funds Struggle to Close the Gap in 2025 Lenskart IPO: Growth Lens Will Help Rectify the Premium Valuation Myopia, Get Buying Kart Ready 1. Greaves Cotton Limited- Revving Up Greaves Cotton (GRV IN) has evolved from a traditional diesel engine manufacturer into a comprehensive fuel-agnostic mobility and engineering solutions provider. Greaves Electric Mobility Ltd (GEML) (1295040D IN) its subsidiary (known by its flagship brand ‘Ampere’) plans to come out with an IPO of INR 10 bn and an offer-for-sale. Regarding forensics, we draw comfort from the Management’s ability to diversify its businesses and make value-accretive acquisitions. However, frequent churn in management warrants attention. 2. Dollar Industries’ Big Reshuffle: Why It Matters? Dollar Industries (DOLLAR IN) has announced a Composite Scheme of Arrangement, merging eight promoter group companies and demerging one hosiery business undertaking into the listed entity.

Analysts spot fresh opportunities in Jio Financial and PNB but recommend watching for pullbacks and critical closes. Can Fin Homes and Greaves Cotton also enter the swing trade radar.

The India Industrial Engines Market is poised for growth due to rapid industrialization, infrastructure projects, and a shift towards cleaner alternative fuels. Key opportunities lie in meeting regulatory demands, supporting large-scale operations, and adopting diverse fuel technologies to enhance efficiency and sustainability. The India Industrial Engines Market is poised for growth due to rapid industrialization, infrastructure projects, and a shift towards cleaner alternative fuels. Key opportunities lie in meeting regulatory demands, supporting large-scale operations, and adopting diverse fuel technologies to enhance efficiency and sustainability.