BUSINESS
Infrastructure to continue its growth momentum as Budget 2024 retains focus on capex
Strong capital outlay for the infrastructure sector should provide enough revenue visibility particularly in the light of slowdown in the first three months of the current fiscal
BUSINESS
Why this water treatment stock merits attention, post Budget
Strap: The Union Budget focuses on water treatment and management as part of better urban infrastructure
BUSINESS
What can Union Budget 2024 do to sustain the dream run in infrastructure sector?
Budget 2024-25: Railways, Defence and Highways are expected to remain the key focus areas of capital spending. These three sectors together are expected to contribute about 63 percent to the overall budgetary spend
BUSINESS
Hindustan Aeronautics: On a high-altitude orbit
Strong balance sheet, monopolistic business, and other factors augur well for the company
BUSINESS
Bharat Dynamics: Is the defence stock appealing enough after impressive rally?
With a strong focus on innovation and quality, BDL is a key player in India's defence capabilities
BUSINESS
Cochin Shipyard: Is it time to take profit off the table?
Valuations are on the higher side and the outlook for near-term stock returns is not very encouraging at the moment
BUSINESS
DEE Development Engineers: A niche leading player in process piping solutions
The company’s expansion plans are aligned with the expected growth in the process piping market
BUSINESS
KEC International: Too much optimism built into the price
Over the next two years, the company is eyeing an annual growth of almost 15 percent on the back of strong orders and improving execution.
BUSINESS
What construction players to pick as infrastructure projects revive in Andhra?
The revival of the Amaravati capital city development plan in Andhra Pradesh and the expected core push across the country should boost construction stocks
BUSINESS
Will the power sector continue to enjoy investors’ faith, post election?
It is important that reforms initiated in the past are continued under the coalition government
BUSINESS
Diamond in the Dust: Two state-owned power stocks offer value
Valuations attractive for both and there is greater earnings viability
BUSINESS
Make-in-India and China-plus-one stocks plunge — Time to book profits or invest more?
Transforming the local manufacturing ecosystem will crucially hinge on the fresh policy push by the new government at the Centre
BUSINESS
Cummins India: Higher valuations, slowing exports could be the new challenge
While growth has been good and domestic demand is improving, the stock seems to be running ahead of earnings.
BUSINESS
MTAR Technologies: Business turns sluggish, guidance shrinks
Lower earnings and orders in hand to keep the stock under pressure
BUSINESS
Is it the right time to book profit in PSU stocks ahead of the poll verdict?
The valuation of stocks in railway, defence and electronic manufacturing have run way ahead of fundamentals?
BUSINESS
IRCON International Q4: Order intake falling, valuation stretched
While the opportunity remains immense, lower order inflow a key concern in the near term
BUSINESS
Bharat Electronics: Better execution, orders in hand to support stock, valuation
The company has a healthy order backlog of nearly Rs 76,000 crore, providing strong revenue visibility for the next three years.
BUSINESS
AWFIS Space Solutions IPO: Should you subscribe to this workspace solutions provider?
The company seeks to raise funds for expansion and technological enhancements to win India’s booming co-working space market
BUSINESS
Hindustan Aeronautics: Expansion in earnings to support higher valuation
Strong growth in orders, improving visibility, execution, and earnings augur well for the company
BUSINESS
IdeaForge Technology: Improving business a sign of possible stock rerating
Strong orders in hand, technology leadership, huge opportunities, and product and market expansion augur well for the company
BUSINESS
Thermax: Valuation captures business improvement
The company continues to see good traction in execution and margins. Also, orders in hand are good
BUSINESS
Tata Power: Powering ahead both in traditional, RE businesses
The company maintains better profitability on the back of strong growth and a higher scale across segments
BUSINESS
Larsen and Toubro: Growth moderation in near term
While long-term opportunities remain good in light of strong recovery in international markets, and booming infrastructure spend in India, there would be moderation in the near term owing to elections in the domestic market
BUSINESS
Hindalco Q4: Strong operating performance by Novelis
India aluminium business will see lower cost on the back of captive alumina and better captive coal linkages
