BUSINESS
Chart of the Day: Bountiful rains fill up water reservoirs
July 2025 water levels at major reservoirs are higher than in similar month of previous four years
BUSINESS
For Fortis, Gleneagles provides both a challenge and an opportunity
The O&M agreement with Gleneagles will add new clusters to Fortis Healthcare
BUSINESS
Cenexi turnaround brings Gland Pharma close to growth revival
Gland Pharma’s full year earnings are estimated to rise in FY26 after three consecutive years of declines
BUSINESS
Chart of the Day: Hydro power generation picks up pace after healthy rains
Thermal power generation, however, remains subdued on weak demand
TRENDS
Data Story: A revamped Cognizant is upping the ante for Indian IT
Cognizant has won more mega deals compared to Indian IT peers so far this year
TRENDS
Chart of the Day: Employee attrition was ticking up at TCS even before the current wave of layoffs
Attrition also increased at Infosys in the last one year
BUSINESS
TCS cost rationalization strategy addresses challenges but growth recovery remains uncertain
Constant currency revenues at TCS are estimated to decline or grow only marginally in FY26
BUSINESS
Can the India-UK trade deal take businesses to a new high?
From auto and textiles, footwear and jewellery, to whisky and salmon, the trade deal has encompassed most sectors. Will companies bite the bait?
BUSINESS
For United Breweries, premiumisation is yielding gradual profit margin benefits
Premium products currently contribute 10 percent of United Breweries’ sales
BUSINESS
Chart of the Day: A welcome relief for thermal power producers
Companies faced difficulty in rapidly installing pollution control systems
BUSINESS
Data Story: Weak profitability at IT companies should worry investors
Analysts pared FY26 profit margin expectations of major IT companies after June quarter results
BUSINESS
Rising fertiliser prices pose risk to government’s subsidy estimates
Prices in the international market are rising on trade restrictions, tight supplies and steady demand
BUSINESS
Chart of the Day: India’s hard to ignore cost advantage in global pharma outsourcing
Cost competitiveness and diversification of global supply chains are helping India emerge as a major country in contract research and manufacturing services business
BUSINESS
Data Story: Hindustan Aeronautics trumps Bharat Electronics in order book but lags in cash conversion
Order book at Hindustan Aeronautics doubled in FY25
BUSINESS
Pressure builds on Indian pharma as Trump threatens massive tariffs
Indian drug exporters have been on a wait and watch mode till now
BUSINESS
Chart of the Day: India’s defence stocks dwarf global peers on valuations
Valuations of Hindustan Aeronautics, Bharat Electronics, Bharat Dynamics, Cochin Shipyard have increased significantly
BUSINESS
Impending jump in patent expiries to benefit Indian pharma
Many drugs with large market potential are expected to lose exclusivity in the next couple of years
BUSINESS
For Tata Chemicals, steady India demand can bring limited relief
Soda ash, a key product of Tata Chemicals, is seeing excess supplies and soft demand in global markets
BUSINESS
Chart of the Day: Early crop sowing data indicate a good season for agriculture-inputs providers
Rice, pulses, coarse cereals and cotton are seeing good sowing
BUSINESS
Quick Take: Torrent Pharma puts the money where its heart is
Torrent’s India business has been outperforming the domestic market
BUSINESS
Building soft power: How TCS, Infosys are investing big bucks in their brands
TCS sponsors prestigious marathons while Infosys stepped up branding activity in tennis events
BUSINESS
Data Story: The wide gap between SMID valuations and earnings
The share of small cap and mid cap stocks in total market capitalisation of Indian stocks increased sharply in the last five years
BUSINESS
Chart of the Day: How Sun Pharma outperformed Indian market under the incoming MD
Kirti Ganorkar will succeed founder Dilip Shanghvi as managing director (MD) of the company
BUSINESS
India a bright spot for solar module manufacturers amid global uncertainty
The demand for locally made solar modules is expected to rise significantly in India
