BUSINESS
Strong despatches fuel Coal India growth, power demand key
Electricity demand and generation moderated in November and December 2021, putting a question mark on coal demand
BUSINESS
Adani’s Australia coal is shipping at an opportune time, profit metrics key
Coal prices are at high levels and global demand may reach a new all-time high in 2022, depending on weather and economic growth, forecasts International Energy Agency
BUSINESS
Moneycontrol Pro Panorama | Want to ease economic pain? Booster doses could do the job
A long road for the economy, be choosy about IPOs, what Indian banking needs, what the health index says, and more
BUSINESS
LatAm recovery to give fillip to UPL’s growth, profit margins key
Latin America, a large market for UPL, is seeing a better crop season. Brazil is forecast to produce a record soybean crop
BUSINESS
Soaring input costs raise risks to solar project returns
Developers have been bidding aggressively, anticipating a continuous fall in input costs. But component prices have been on the rise and are showing no signs of moderation
BUSINESS
Moneycontrol Pro Panorama | Green projects get a spark on hopes of faster clearances
In today’s edition of Moneycontrol Pro Panorama: The uneven recovery, Start-up Street, Crypto Conversations, what explains BJP’s edge, and more
BUSINESS
'Punchy' valuations of mid-cap IT stocks are lowering the safety margin for investors
Mid-cap IT stocks' valuation premium over frontline IT has expanded to record levels. While faster revenue growth may justify a premium, the widening gap warrants caution
BUSINESS
SBI Life: Growth tailwinds are getting stronger
SBI Life Insurance continues to outpace the life insurance industry's growth, and has gained share in this fiscal so far
BUSINESS
Moneycontrol Pro Panorama | IPOs are flying thick and fast
In today’s edition of Moneycontrol Pro Panorama: The big question before RBI Governor, what SBI’s valuation says, mapping the recovery, Cummins India CFO interview and more
BUSINESS
Insulin complements Eris Lifesciences' diabetes portfolio, market share gains key
Eris' joint venture to market insulin adds a potential revenue stream, but product efficacy will play an important role in the success of the new venture
BUSINESS
Resurgent COVID-19 may not upset home textile exports growth, but rising costs a worry
Healthy order book and market share gains in US imports of cotton made-ups will help home textile exporters maintain growth momentum
BUSINESS
Fertiliser shortfall may persist despite a record subsidy payout
A rapid rise in gas prices drove up production costs even as major producers curbed exports, crimping supplies and making farmers unhappy
BUSINESS
HCL Tech's low valuation and strong outlook attract investors, but risks exist
Order inflows remained firm despite a disappointing financial performance in the first half of the current fiscal year
BUSINESS
Star Health's single business focus is both an advantage and a drawback
While evaluating its IPO, investors will have to weigh its position as the largest standalone health insurer versus diversified general insurers, who withstood the COVID-19 storm better
BUSINESS
Tata Power’s rich valuations call for a reality check
The steep rally in the stock warrants caution. Investors are baking in significantly higher valuation for the renewable energy subsidiary and continuing benefits from high coal prices
BUSINESS
Moneycontrol Pro Panorama | Global oil buyers get their act together
In today’s edition of Moneycontrol Pro Panorama: Lustre is off Paytm, Burger King’s growing appetite, HUL has its task cut out, the Recovery Tracker, the Bosch interview and more
BUSINESS
Digital push could upend the pharmaceutical supply chain
Digital platforms can improve the reach of doctors and pharmaceutical products. However, competitive pricing can pose risks to the pharma retail network
BUSINESS
Apollo Hospitals' digital platform gives it an edge, execution key
Apollo’s digital platform grew at a healthy pace last quarter. Its early investments are paying off and contributing to improved valuations
BUSINESS
Moneycontrol Pro Panorama | What the numbers say about transitory high inflation
In today’s edition of Moneycontrol Pro Panorama: Bandhan tied up in knots, Coal India between a rock and a hard place, gold financing bet, China flexes nuclear muscles and more
BUSINESS
Coal India's earnings disappointed, but a bigger concern is existential in nature
Investors were disappointed as Cola India's performance did not reflect higher demand. More importantly, the PSU behemoth needs a concrete plan to navigate the shift from coal in the energy mix
BUSINESS
Threat of insolvency suits can nudge discoms to adopt better financial practices
Private power generators who entirely depend on discoms for their revenues may hesitate to initiate insolvency proceedings. But the threat can force discoms to adopt loss reduction measures
BUSINESS
US price erosion, shrinking COVID-19 play expose drug firms to earnings risks
The September quarter results show continuing pricing pressure in the US while COVID-19 vaccine and the drugs opportunity is reduced for several firms
BUSINESS
Moneycontrol Pro Panorama | What is really ailing LIC?
In today’s edition of Moneycontrol Pro Panorama: Tata Motors back in the game, Eicher kicks into top gear, economy’s Diwali sparkle, the crypto talk and more
BUSINESS
The Green Pivot | Inox Wind’s investors are ignoring project execution risks
Risks for the wind power projects remain high. They take longer to execute and face greater operating challenges
