BUSINESS
Chart of the Day: India's contract pharma research market to outpace global growth
The higher growth rate will help India gain market share in global pharma outsourcing spends.
BUSINESS
LG India IPO: Best in class profit margins, but lags in cash conversion
The return on capital employed ratio improved significantly in FY24
BUSINESS
What next for MapmyIndia after consumer business fiasco?
Transfer of B2C business for a minority stake has upset investors.
BUSINESS
Chart of the Day: Steady capacity additions to help IndiGo maintain leadership in Indian aviation market
Peer Air India group is facing longer delays in aircraft deliveries from Boeing.
BUSINESS
Four hits and three misses in Aster DM’s merger with Quality Care
The merger will strengthen Aster’s position in Hyderabad and South India, but it also faces certain challenges.
BUSINESS
Waaree Energies’ rich valuations confront US business uncertainty
An overwhelming 72 percent of the company’s order book is from the US.
BUSINESS
Chart of the Day: Peak electricity demand growth slows after rising rapidly in FY22-24
The post COVID bump up in demand is showing signs of moderation.
BUSINESS
For UPL stock to recover, business and leverage both need repairing
Difficult business conditions and debt taken on for acquisitions are weighing down on its performance. The pace of earnings recovery and balance-sheet deleveraging will determine stock returns
BUSINESS
India's pharma market scales new highs despite moderating growth rates
Total sales reached Rs 60,000 crore in the September 2024 quarter
BUSINESS
NTPC Green Energy IPO offers a valuable lesson for PSUs in value creation
The IPO values NTPC Green Energy at Rs 91,000 crore to 1 lakh crore, generating value for NTPC investors and setting the to-be-listed company on an independent path
BUSINESS
Chart of the Day: The remarkable recovery in Power Grid’s capex
Total works in hand rose to Rs 1.43 lakh crore in November 2024 from Rs 50,500 crore in the year ago period.
BUSINESS
Gland Pharma's outlook brightens, but will it shine is the key question
The company's performance is recovering, with an improved guidance lending confidence. Still, it's not business as usual, a crucial acquisition must deliver results soon and a new CEO is waiting in the wings
BUSINESS
IT, pharma can gain from Trump presidency despite higher trade barriers
Vendor diversification and higher duties on China can benefit CDMO and chemical companies. Though renewable energy adoption can see lesser policy support
BUSINESS
Chart of the Day: Q2 cement demand weakest in two years
After subdued Q1 and Q2, hopes now are pinned on recovery in H2 FY25
BUSINESS
Dr Lal PathLabs: Exit of a company veteran stokes investor concerns
Om Manchanda, managing director of Lal PathLabs, is moving on to an advisory role after steering the company for close to two decades
BUSINESS
Chart of the Day: Hydro power generation lags for second consecutive year
Himachal Pradesh, which hosts close to a quarter of India’s large operating hydro power plants, is facing low reservoir water levels
BUSINESS
Strong orders from India help Suzlon climb global league tables
Suzlon’s wind turbine generator emerges as one of the most in demand models
BUSINESS
Chart of the Day: Errant state electricity boards drive up renewable energy tariffs for states
Project developers are attaching counterparty risk premium to power sale contracts with states amid delays in payments
BUSINESS
Chart of the Day: India’s electricity market to become third biggest in the world after US, China
Electricity generation and usage in India is estimated to exceed that in the European Union by 2050
BUSINESS
Chart of the Day: Weak volumes remain a bugbear for pharma companies in India
Volumes contributed just 0.8 percentage points to Indian pharmaceutical market growth in 12 months to September 2024
TRENDS
Divergence in order bookings of TCS, Accenture warrants investor attention
Order inflows at TCS declined in last two quarters while Accenture reported strong growth in bookings
BUSINESS
Under a new owner, Glenmark Life Sciences aims to shed past constraints
The company plans to double its investments in the next 2-3 years
BUSINESS
Chart of the Day: After a muted Q1, another unexciting earnings season awaits investors
Net earnings of Nifty 50 companies are projected to rise by 2-4 percent in Q2 FY25
BUSINESS
As investments rise at Sun Pharma, watch out for impact on profit margins
The company has extended its agreement with Philogen to commercialise an immunotherapy drug globally
