BUSINESS
Chart of the Day: Shipping lines face tariff whipsaw after a bumper 2024
Shipping lines face uncertain future as tariffs dim outlook for global trade
BUSINESS
NHPC commissions long delayed projects, investors should note cost overruns
Addition of the under-construction hydroelectric projects will significantly boost NHPC’s regulated equity base.
BUSINESS
Welcome tariff restraint on pharma, long term measures key
US president Donald Trump did not make any specific tariff announcement on pharma products
BUSINESS
Chart of the Day: Reshoring pharma? Why the US can’t afford to disrupt generic drug supply
As US lawmakers push to reshore pharmaceutical production, a crucial question remains—are they focusing on the right cost drivers in healthcare?
BUSINESS
Data Story: The Goldilocks moment at hospital companies
India’s leading corporate hospitals are investing heavily in expansion, adding thousands of new beds across the country. But what impact will this have on profitability, debt levels, and investor confidence?
BUSINESS
Neogen Chemicals at a crucial juncture despite the fire accident
Neogen is making bold strides into the growing battery chemicals space, eyeing exponential growth in a rapidly expanding market. However, challenges on the path to scale-up and key industry dynamics are shaping its journey.
TRENDS
Chart of the Day | How Trump’s tariffs are changing IT companies’ demand outlook
Tariffs are not expected to uniformly affect all business segments of IT companies
BUSINESS
With Indorama, EPL gets another stab at growth acceleration
Indorama plans to encourage EPL pursue growth aggressively
BUSINESS
Ola Electric needs a new hit product
Success in motorcycles can put the company firmly on the profitability path
BUSINESS
NACL acquisition will help Coromandel reduce dependence on regulated business
Companies have greater pricing freedom in non-subsidy based businesses
BUSINESS
Chart of the Day: Thermal power plant utilisation gains pace in February
The plant load factor of thermal power plants rose to about 73 percent in February 2025
BUSINESS
Zydus’s MedTech plan underlines transformative changes in pharma sector
Pharma companies are trying to build revenue resilience by adding new business lines
TRENDS
Chart of the Day: IT stock valuations still out of sync with revenue growth rates
The current revenue estimates indicate notably slower growth in FY25 and FY26 compared to pre-COVID years
BUSINESS
Sun Pharma is putting its cash pile to good use
Acquisitions and licensing deals over the last two years strengthened Sun Pharma's specialty drug pipeline
BUSINESS
Merchant power producers in a sweet spot on rising demand, limited generation capacity
Given the long construction timelines of new projects, companies are finding it lucrative to purchase and turn around financially troubled power plants.
BUSINESS
Voltas’s leadership in ACs should yield better profit margins
Peer Blue Star is seeing better profitability with lower market share
BUSINESS
Chart of the Day: Rising AC usage is sending electricity demand to record levels
Cooling products are estimated to contribute one third of total peak electricity demand by 2030.
BUSINESS
A long road to normalcy for SpiceJet
The company is attempting a revival after getting a fund infusion from qualified institutional placement
BUSINESS
Agrochemical exporters face new risk to earnings from Trump’s reciprocal tariffs
Inventory destocking and price erosion adversely impacted global agrochemical industry growth in 2024.
BUSINESS
Chart of the Day: How inflation is driving up electricity procurement costs
The average cost of power supply has increased by about 18 percent from FY19
BUSINESS
Are hospitals the new defensive stocks?
Stocks of large hospital chains are valued at par or higher than consumer staples companies
BUSINESS
Trump’s tariffs on pharma will hurt both India, US
If imposed in the immediate future, customers in the US can ask Indian drug suppliers to temporarily absorb new import duties
BUSINESS
Chart of the Day: How massive investor flows built froth in small, midcap stocks
Even after the recent correction, small cap and mid cap indices trade at a significant premium to the Nifty 50 index
TRENDS
IT sector’s stable technology budgets may face macro headwinds
Industry consultants and managements of IT companies indicate a stable or relatively better technology spending in 2025
