BUSINESS
Moneycontrol Pro Panorama | It’s raining public offers and investors are spoilt for choice
In today’s edition of Moneycontrol Pro Panorama: IPOs’ gale force, the capex juggernaut moves, recovery stutters, right call for Airtel, Policybazaar’s moat, the growing muscle of quants, and more
BUSINESS
Govt’s infra focus can aid capex recovery, fiscal support key
An analysis of the order announcements by industrial firms and contract awarding agencies by Investec Capital Services shows healthy ordering activity in the June quarter
BUSINESS
Cognizant results indicate strong demand for IT services, fulfilment key challenge
Cognizant has reported notable growth in order bookings and raised the guidance for calendar year 2021
BUSINESS
V-Mart's South India foray needs careful manoeuvring
The acquisition makes V-Mart a pan-India value fashion retailer by giving it a presence in South India
BUSINESS
Record order wins provide fresh impetus to Mphasis’ growth
Order inflows in the June quarter are equivalent to 45 percent of the total deal wins in FY21. The strong order wins will help Mphasis overcome revenue deceleration in one large account
BUSINESS
Insurance arms of ICICI and HDFC look past COVID-19
HDFC Life Insurance aims to surpass the industry in new business growth while ICICI Prudential Life reiterated its focus on doubling the value of new business by FY23
BUSINESS
Is Glenmark Life Sciences another Divi's in the making?
Glenmark Life Sciences' IPO timing is opportune, but it needs to strike deep relationships with global innovators and attain market leadership in key products
BUSINESS
Moneycontrol Pro Panorama | The COVID-19 shadow is getting longer
In today’s edition of Moneycontrol Pro Panorama: HCL Tech earnings, pandemic side-effects, road sector’s future, HDFC MF Q1, risks to traditional banking, Recovery Tracker, EM investors’ predicament and more
BUSINESS
Rebate extension brings relief for apparel exporters, but more needs to be done
The reinstatement of the rebate on state and central taxes and levies will make garment exporters competitive
BUSINESS
L&T's IT bets pay dividends as growth takes off
Mindtree has guided for industry leading growth in FY22 while Larsen & Toubro Infotech is also projected to clock healthy expansion in revenue
BUSINESS
Moneycontrol Pro Panorama | Costs are rising, but why are IT companies not worried?
In today’s edition of Moneycontrol Pro Panorama: IT’s demand story, Day 2 of Zomato IPO, Infosys steals the show, why NTPC has a price edge, The Green Pivot, the ‘overheating’ economies and more
BUSINESS
Fuel linkages give an edge to NTPC as coal prices surge
NTPC predominantly sources its fuel from the domestic market. And unlike its private counterparts, NTPC does not suffer from untied power capacities
BUSINESS
ESG compliance is making IT firms compete to be greener
ESG considerations are playing an important role in customer evaluation of IT vendors. ESG champs can get more business and generate better returns for investors.
BUSINESS
Moneycontrol Pro Panorama | Patchy rains cast a long shadow on agriculture
In today’s edition of Moneycontrol Pro Panorama: Monsoon lies low, what CII poll says, Zomato IPO valuation, D-Mart nursing back to health, The Green Pivot, GuruSpeak and more
BUSINESS
Moneycontrol Pro Panorama | Jobs worry? Tech sector job addition holds out hope
In today’s edition of Moneycontrol Pro Panorama: tech balm for jobs, Zomato IPO by numbers, Weekly Tactical, MF inflows, future of Big Tech, Herd Immunity Tracker, the emerging growth worry, the food cheer and more
BUSINESS
How Erez Israeli revived Dr Reddy’s by focusing on costs and non-US markets
Erez Israeli who took over as chief executive officer of DRL in 2019 sharpened its focus on costs and execution. Its recovery holds a lesson or two for major drug firms
BUSINESS
India Pesticides IPO reflects the success of Indian chemical industry
Indian chemical companies are gaining scale in chosen products. The sector is projected to grow at a faster pace than the global chemical industry
BUSINESS
Interview | We see potential for steady growth: UPL’s Jaidev Shroff
Farmers should focus on maximising yields to benefit from higher commodity prices, which in turn is creating higher demand for UPL’s solutions, says Shroff
BUSINESS
Focus on profitability as IT firms set to clock best growth after COVID-19
Ramp-up of deals won in earlier quarters and increased spending intensity on new technologies are set to accelerate revenue growth rates
BUSINESS
Apollo Hospitals’ digital plans resonate after PharmEasy-Thyrocare deal
Apollo is reorganising its pharmacy and digital healthcare platform into a new unit. It plans to access investor capital and scale up the new subsidiary
BUSINESS
PharmEasy is just what the doctor ordered for Thyrocare
Thyrocare has a lean cost structure. But compared to its major diagnostic peers, Thyrocare has lower on-ground (b2c) presence
BUSINESS
Moneycontrol Pro Panorama | Reliance’s green energy play promises more bang for the buck
In today’s edition of Moneycontrol Pro Panorama: RIL ups green play, household savings run high, recovery speed breaker for automakers, what earnings concalls say, the herd immunity tracker, Weekly Tactical, hedge funds rework strategy, and more
BUSINESS
For auto firms, recovery from the second wave may not be as fast as in 2020
The second wave’s adverse impact on savings and income, and anticipation of a third wave are weighing on consumer sentiment
BUSINESS
BEL's stellar recovery reflects its unique position among defence PSUs
BEL’s revenue grew 9.6 in FY21 and the company is confident of delivering stronger growth in current fiscal
