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In the news
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Company insights, generated from the most recent coverage.
Jefferies' FY29 model needs test-kit utilization to climb from 58% to 77%; slipping to 65% would cut EBITDA roughly 27% versus base case, and staying flat at 58% would nearly halve it.
Even applying a 20% conflict discount to Jefferies' ₹1,600 target gives ₹1,280, essentially the current price — so the Buy rating carries little genuine upside once bias is priced out.
Because 80% of Molbio revenue is B2G, government procurement delays and TB programme funding are the single most likely reason the 77% FY29 utilization assumption misses.