BUSINESS
Moneycontrol Pro Panorama: Thin margin for NDA spooks investors
In today’s edition of Pro Panorama: Road ahead for investors after poll results, the reforms trajectory, the political risk meter, how to green the economy and more
BUSINESS
New government's focus should shift to renewable project mix
Renewable energy projects that can cater to peak electricity demand should be encouraged and scale up
TRENDS
A slow opening of AI opportunities for investors in India
In the absence of AI-specific companies on Indian stock markets, investment opportunities are largely seen in IT services providers
BUSINESS
Chart of the Day: India’s dependence on urea imports drops significantly
Production of the widely used crop nutrient increased by 63.4 lakh tonnes in the last two fiscal years
BUSINESS
Mankind Pharma’s large fund-raising plan irks investors
The company took an enabling resolution to raise an aggregate amount up to Rs 7,500 crores to pursue M&A opportunities
BUSINESS
Chart of the Day: Water levels at reservoirs drop sharply ahead of the crucial monsoon season
Water levels declined by about 20 percent for the second consecutive week in May
BUSINESS
Near term earnings certainty gives JSW Energy an edge over Tata Power
Low international coal prices are constraining Tata Power’s earnings growth outlook
BUSINESS
Moneycontrol Pro Panorama | Summer products are flying off the shelves
In today's edition of Moneycontrol Pro Panorama: Chabahar port gives India the edge, SC judgement in DMRC could have big repercussion, the math behind index trading, Indian pharma fares better is US, and more
BUSINESS
Chart of the Day: Focus on fewer products in the US is yielding good results for Indian pharma
Companies sought fewer approvals for generic drugs in 2023 even as they stepped up focus on complex products
BUSINESS
A ray of hope for gas-based power plants
Utilisation levels of gas-based power plants increased to 20.4 percent in April from 13.6 percent in March and the year ago period
TRENDS
TCS’s greying employees send wage bill to record highs
The share of TCS employees in India aged below 30 years dropped from 59 percent in FY22 to 53 percent in FY23 and further to 50.3 percent in FY24
BUSINESS
As Lupin rebuilds US business, stock valuations turn pricey
US sales exceeded $200 million for the third consecutive quarter in Q4 FY24 and are moving towards a $1 billion annual run rate
BUSINESS
Chart of the Day: April thermal power plant utilisation levels highest in 13 years
Thermal power generation grew by about 9 percent for the fourth consecutive month in April 2024
BUSINESS
Coforge's Cigniti acquisition faces valid scepticism
By way of comparison, note that, amid a business slowdown, LTIMindtree is finding it difficult to achieve merger synergies
BUSINESS
New capacities to help hospitals outpace pharma in FY25
While hospital chains are expanding capacity at a healthy rate, key growth drivers of pharma companies are showing signs of moderation
TRENDS
Chart of the Day: The AI threat to IT outsourcing spends
Business enterprises are increasingly looking to save costs deploying artificial intelligence and automation tools
BUSINESS
Glenmark Life Sciences keeps up growth outlook in spite of Red Sea turmoil
Sales in March 2024 quarter declined by 13.6 percent amid shipment delays and logistics challenges
BUSINESS
Task cut out for Rallis India's new CEO
The new CEO will have to address the structural issue of subdued revenue growth and sagging profit margins
BUSINESS
Chart of the Day: Sluggish volumes in domestic market should worry pharma investors
Volumes contributed just 0.7 percentage points of the 7.6 percent growth of Indian pharmaceutical market in FY24
TRENDS
A slow unwinding of COVID excesses at Wipro, Infosys
Annual profit margins remain below pre-pandemic years despite the recent improvement
BUSINESS
IndiGo's market-share steady in Q4 despite grounding of aircraft
The company’s market share in India remained steady at around 60 percent in January-March 2024
TRENDS
Normal monsoons will go a long way in reviving agri-inputs industry
Limited water availability has adversely impacted rabi crop season in Southern states
BUSINESS
Chart of the Day: Pharma exports to US surpass COVID highs
Exports in the eleven months to February 2024 are up 15 percent from the year ago period
TRENDS
Two red flags for Indian IT from TCS' Q4 results
The company’s key growth engines are not yet firing on all cylinders
