BUSINESS
Moneycontrol Pro Panorama | Have hotels cracked the growth code?
In today's edition of Moneycontrol Pro Panorama: FMCG falls out of investor favour, IT continues to register weak earnings, market challenge for retail traders in 2025, job creation initiative gets major boost in state budgets, and more
BUSINESS
For PTC India, inferior sales mix can undermine market coupling benefits
The short term electricity trade business is less profitable than medium term and long term contracts
TRENDS
Chart of the Day: Capgemini, EPAM results point to weak H1 2024 for IT services
While EPAM expects revenue to decline in January-March, Capgemini projected a slower revenue growth in 2024 vis-a-vis 2023
BUSINESS
Gland Pharma’s Europe acquisition leaves a bad aftertaste for investors
The weak performance at Cenexi is constraining Gland Pharma’s earnings expectations
BUSINESS
How fast-growing chronic drugs are reshaping the Indian pharma market
Pharma companies are increasing focus on chronic medicines as this category of drugs continues to outperform the Indian market
BUSINESS
Moneycontrol Pro Panorama | Investors’ discerning lens on earnings
In this edition of Moneycontrol Pro Panorama: India-UAE bonhomie paints a rosy picture, can gold prices steady itself after slump, decoding impact of Red Sea crisis on Indian companies, capitalising on volatile oil market, and more
BUSINESS
Chart of the Day | The Red Sea crisis is hurting Indian companies
The Drewry World Container index, which tracks spot container freight rates, is up 90 percent from the year-ago period
BUSINESS
Max Healthcare sets the bar high for Apollo Hospitals, Fortis Healthcare
Max’s operating metrics are superior chiefly due to its hospitals being concentrated in the Delhi NCR region and focus on higher margin-yielding specialities
BUSINESS
Rising utilisation levels point to a good summer for thermal power producers
Utilisation levels in January 2024 surpassed 2023 highs indicating demand uptick
BUSINESS
Moneycontrol Pro Panorama | Nifty’s missing earnings upgrades
In today's edition of Moneycontrol Pro Panorama: Commodity trading calls for new tricks, public healthcare delivery needs reformation, decoding the reason behind rally of PSU stocks, ‘Anusandhan’ scheme a revisit of 1991 AI development moment, and more
BUSINESS
Chart of the Day: Mankind Pharma’s focus on chronic therapy drugs is yielding growth benefits
The company’s domestic business continues to grow at a faster pace than the India pharmaceutical market
BUSINESS
UPL gets stuck in a global maelstrom of inventory overload in chemicals sector
The business is expected to normalise only from July-September (Q2 FY25) onwards
BUSINESS
Higher infra allocation in interim Budget fails to satiate investors
The government has retained its focus on infrastructure creation but the real action for companies is after a new government is elected
BUSINESS
Agriculture retains government's attention in Budget despite stable allocations
The focus is on directing more institutional credit and implementation of the key government schemes
BUSINESS
MC Pro Quick Take: Sun Pharma’s US sales outpace Dr Reddy’s, Cipla in Q3
Sun Pharma’s specialty drugs business continue to grow at a brisk pace, helped by ramp-up of key products
BUSINESS
Budget Snapshot: Government to step up focus on agriculture sector, execution key
Ahead of the general elections the government is likely to give a fillip to farmers' and rural development schemes.
BUSINESS
Moneycontrol Pro Panorama | The urban-rural divide in consumption
In today's edition of Moneycontrol Pro Panorama: India’s apparel exports target gets a massive blow, the real story behind behind the growth narrative, Nitish Kumar takes yet another palti, Jordan drone attack points to widening Gaza war, and more
BUSINESS
MC Pro Quicktake: Tech Mahindra’s Q3 results hold out hope for investors
Positive management commentary on margins and business restructuring drawing to a close could lead to an improved outlook
BUSINESS
Moneycontrol Pro Panorama | Cipla’s results reassure pharma investors
In today's edition of Moneycontrol Pro Panorama: Ayodhya impact on general elections in the South, new budget schemes can unlock tourism potential, Middle-East is now a powder keg waiting to explode, budget allotment for science to make a big bang, and more
BUSINESS
Budget Snapshot: Defence capex sees renewed thrust
The government managed to increase the capital outlay on defence services despite a rapid rise in defence pensions.
BUSINESS
Budget 2024: How Indian Railways smartly improved passenger revenues
Budget 2024: Revenues from passenger services exceeded pre-COVID levels despite a gradual recovery in rail passenger volumes
BUSINESS
Moneycontrol Pro Panorama | Investors keep the faith
In this edition of Moneycontrol Pro Panorama: India’s semiconductor dream sees new light, short sellers are a boon for markets, Lakshadweep needs to be marketed well, Ghaziabad gunning for a name change, and more
BUSINESS
Budget Snapshot | Benign raw material prices to keep fertiliser subsidy bill in check
Despite the rise in late 2023, raw material prices are notably lower than the 2022 highs
BUSINESS
Budget 2024: Budget should push round-the-clock electricity generation capacity
Budget 2024: After falling to miniscule levels in 2018-2020, peak power deficit rose to an eight-year high in 2022-2023
