BUSINESS
India Budget gives a big push to semiconductor, electronics manufacturing
Outlay hiked and MEITY gets more funds for allocation to PLI scheme
BUSINESS
Petronet LNG: Worst is over for this gas stock, earnings growth returns
Gas demand in India is set to rise rapidly over the next few years as city gas distribution network expands across the country
BUSINESS
GAIL: Strong show in the quarter, the story keeps getting better
Rise in domestic demand should get reflected in marketing and transmission volumes as well as margins
BUSINESS
Cyient: Decent set of results; valuation appears to capture the positives
Cyient has performed steadily, maintaining rapid growth momentum through organic and inorganic means, and has largely benefited from the expanding ERD market for Indian service providers.
BUSINESS
Cyient DLM: No change in rapid growth trajectory, valuation supportive
Cyient’s parentage, long-term relations with clients and differentiated capabilities in key higher growth areas are expected to keep the company on a higher growth path than its peers.
BUSINESS
ZEEL: What does it mean for the stock as the merger with Sony falls apart?
ZEEL is likely to see a sharp derating, implying an immediate impact on the stock price
BUSINESS
RIL: Q3 results reflect broad-based business strength
RIL’s solid financial strength and business strategy potential augur well for its shareholders over medium term
BUSINESS
LTTS: Light at the end of the tunnel
ERD spending is driven by upgrade cycles across different industries. India remains a key destination for outsourced ERD solutions for global OEMs and Tier 1 suppliers. As such, it should drive growth for LTTS
BUSINESS
MapmyIndia: Growth at an unreasonable price
Rapidly rising share of tech in vehicles and absolute dependency on navigation technology have cemented Mapmyindia's place in the ecosystem.
BUSINESS
Saregama: Long-term story is unchanged
Near-term revenue growth is expected to soften. However, over the medium to long term, music business and Saregama continue to look strong
BUSINESS
Avalon Tech and Elin Electronics: Are they good bets, after a subdued first half?
Both the EMS players have seen their net working capital cycle stretched on the twin effects of inventory build-up caused by slow off-take and a fall in accounts payable days.
BUSINESS
LTTS: What makes us cautious?
Growth has slowed due to the discretionary nature of ERD spendings and decision-making delays.
BUSINESS
Kaynes Technology: Is it the right time to choose this EMS business?
Foray into the semiconductor manufacturing supply chain could help the company reap benefits at the right time
BUSINESS
Syrma SGS: Revenue growth picks up, but margin compression dims outlook
The Indian EMS sector is expected to see accelerated growth from here, and it is estimated to grow by 35% over the next three years
BUSINESS
Mphasis: After a dismal H1 FY24, will the numbers perk up in second half?
Deal wins of $255 million were smaller, both sequentially as well as YoY, while the Q3 outlook suggests some pressure in H2 as well
BUSINESS
Tata Technologies: What should investors do post the bumper listing?
The exceptional IPO return may not be sustainable as valuation is quite expensive
BUSINESS
CGD sector: Why the sector deserves a relook now
CNG demand is going to remain in a steady growth phase as a price differential of 40-50% against petrol is too good for consumers to ignore. Further, EV risks are mostly overblown.
BUSINESS
Tata Technologies IPO: Why you should not miss the bus
Valuation of Tata Technologies IPO leaves a lot on the table for the investors
BUSINESS
Are equities factoring in soft landing? What can go wrong?
Central banks are trying to bring inflation further down and a soft-landing doesn’t look certain as yet
BUSINESS
ZEE Entertainment: Early signs of recovery
The improvement in the ad spend environment enhances the visibility of ZEEL's revenues
BUSINESS
Infoedge: IT hiring headwinds to choke growth
Momentum in real estate hiring augurs well for this recruitment portal
BUSINESS
Zomato: Revenues to grow, margin to follow
On-going cricket world cup and festive demand augur well for the company
BUSINESS
MapmyIndia: At a crossroads of margin and growth, valuation calls for caution
Company to benefit from heightened activities in technology and mobility industries
BUSINESS
GAIL: Pick-up in recovery makes it attractive
Petchem business to slash losses, transmission business doing well
