BUSINESS
What record plant availability at NTPC tells us about Indian power sector
Thermal power plant availability improved as electricity demand softened in June 2023 quarter
BUSINESS
Why Dr Lal PathLabs’ fat profit margins are bringing no cheer
Business volumes lagged expectations as patient footfalls are largely unchanged in Q1 FY24 from year ago period
BUSINESS
Moneycontrol Pro Panorama | Cipla, Dr Reddy’s deliver a pep pill for pharma stocks
In today’s edition of Moneycontrol Pro Panorama: New Delhi needs strategic approach towards China, Colgate brings cheers to investors, Manipur situation should be resolved soon, a safety net for the gig workers, and more
TRENDS
Sustained price hikes to aid profit margins of pharma companies
In the 12 months ending June 2023, price hikes contributed as much as half of the India pharma market growth
TRENDS
Midcap IT’s recovery optimism faces investor scrutiny
While frontline IT companies are uncertain about the near term outlook, Coforge, Persistent Systems and Mphasis sounded confident about sequential recovery
BUSINESS
Rallis India’s results indicate tough times for agrochemical exporters
While the export business is facing price erosion, delayed monsoon is feared to have weighed on product offtake in the June quarter
BUSINESS
Moneycontrol Pro Panorama | The paradox in IT earnings
In today’s edition of Moneycontrol Pro Panorama: AI is helpful but not bereft of dangers, sovereign gold bonds investors' first choice, rising consumer sentiment a bright spot, Opposition playing catch up with NDA, and more
TRENDS
Chart of the Day | Steady managed services market counters recession fears for Indian IT
Thanks to a healthy dosage of large deals, the managed services market hit a new high of $10 billion in the June quarter
BUSINESS
Moneycontrol Pro Panorama | Pharmaceutical earnings are in recovery mode
In today’s edition of Moneycontrol Pro Panorama: India’s cotton output to tumble, market disruptions at play in 2-wheeler sector, thermal power plant utilisation levels hold-up, power discoms are in bad shape, and more
BUSINESS
Chart of the Day | Thermal power plant utilisation levels steady, despite moderation in demand
Utilisation levels of thermal power plants exceeded 70 percent in April-June this year
TRENDS
IT firms’ generous payouts under threat as slowdown begins to bite
Amid the deceleration in growth rates, it will be tough for the companies to maintain the generous payouts of recent years.
TRENDS
LTIMindtree stock enters big league, its operating metrics less so
LTIMindtree stock is the most expensive stock among the large vendors but its profit margins are significantly lower than TCS, Infosys
BUSINESS
Moneycontrol Pro Panorama | Debt is not a four-letter word any more
In today’s edition of Moneycontrol Pro Panorama: Indian drug laws need complete overhaul, the way forward for GST, what it means if NBFCs chase retail loans, rain plays spoilsport for Coal India, and more
BUSINESS
Untimely rain weighs on Coal India’s sales volumes
Coal offtake increased by 5.4 percent in the June 2023 quarter, slower than the 10.6 percent expansion in the year ago period
BUSINESS
Rising electricity deficit rekindles revival hopes for BHEL
The stock has gained 82 percent in the last one year after languishing for much of the past decade
BUSINESS
Moneycontrol Pro Panorama | A first step in Lupin’s long road to revival
In today’s edition of Moneycontrol Pro Panorama: GCC and China's closer ties point to a global order shift, are NBCF loans secure, Chinese solar module prices fall sharply, Go First's financial boost not enough, and more
BUSINESS
Chart of the Day: China solar module prices fall to record lows
Prices of solar wafers have halved from the year ago period
BUSINESS
Moneycontrol Pro Panorama | The uneasy rise in equity markets
In today’s edition of Moneycontrol Pro Panorama: Bengal Panchayat polls to set the tone for LS elections, India-US must set realistic expectations, the solution to prevent corporate fraud, growing need to manage carbon-based resources responsibly, and more
BUSINESS
Market cap of PI Industries swings past UPL on firm customer synthesis business
While tough agrochemical market is weighing on UPL’s revenue outlook, PI Industries is seeing traction in custom synthesis business
TRENDS
As hiring slows, employee pyramid improvement stalls at Infosys, TCS
Lack of progress on improving the employee pyramid mix can weigh on profitability expansion of IT services companies
BUSINESS
Glenmark faces a tough choice in API unit stake sale
The API subsidiary Glenmark Life Sciences (GLS) is trading at undemanding valuations and is yet to reach its full potential
BUSINESS
Moneycontrol Pro Panorama | OPEC’s in a tricky situation
In today’s edition of Moneycontrol Pro Panorama: PLI 2.0 needs effective implementation push, getting the portfolio right is essential, data breach a loss of citizen trust, amid healthy pharma market growth lurks risks, and more
BUSINESS
Chart of the Day: Pharma market growth momentum healthy, but risks lurk
While drug sales continue to grow at a healthy pace the market is seeing higher competition from trade generics
BUSINESS
IEX investors have reason to worry even without market coupling
Market coupling has been in discussion for some time now and analysts have been warning about the risk it poses to IEX
