BUSINESS
Chart of the Day: Stressed power plants get a fresh lease of life
Resolution of stressed thermal power plants is picking up pace on rising electricity demand and improving operating metrics
BUSINESS
Coromandel’s backward integration to yield tangible earnings benefits
The Baobab Mining acquisition will help Coromandel secure supplies of a key raw material
BUSINESS
Why investors love Power Grid despite its slower growth profile
NTPC earnings are projected to grow faster than Power Grid in the three years to FY27
BUSINESS
Chart of the Day: Tariff hikes trigger SIM consolidation in telecom market
Mobile number portability requests rose significantly in July 2024 indicating elevated churn in the telecom sector
BUSINESS
A welcome change in renewable energy project tenders
The share of hybrid and firm and dispatchable tenders in renewable power projects rose from 10 percent in FY20 to 30 percent in FY24 and 46 percent in 5M FY25
BUSINESS
How a slow-mover NTPC built a renewable energy powerhouse
The company can become one of India’s top renewable power generators if it achieves the stated targets
BUSINESS
Chart of the Day: Easing fuel prices to lift earnings of airlines
Aviation turbine fuel prices dropped to the lowest level in a year
BUSINESS
How the late payment surcharge scheme came to the rescue of renewable energy project developers
Receivables of renewable energy project developers dropped as discoms began paying past bills
BUSINESS
Chart of the Day: India’s electricity generation mix improves in August
The share of non-fossil fuels in total electricity generation rose on strong growth in nuclear power and moderation in demand
BUSINESS
Rallis attempts another makeover, but investor expectations are muted
The new CEO’s plans are less capex intensive but even then, these measures will take time to yield results. If executed well, however, the results can be rewarding
BUSINESS
Rising US sales are boosting profit margins of large pharma companies
Profit margins of Sun Pharma, Dr Reddy’s Laboratories, Cipla and Zydus Lifesciences rose significantly from FY20 levels
BUSINESS
Chart of the Day: India to see biggest rise in coal demand among major countries in 2024
Usage of thermal coal for power generation is estimated to have risen by 10 percent amid high electricity demand
BUSINESS
Deteriorating farm incomes in US can pose fresh challenges to agriculture inputs exporters
Falling crop prices and low income are feared to weigh on farm investments in the US
BUSINESS
Chart of the Day: Large companies are getting stronger in Indian pharma market
Six of the top 10 companies by sales gained market share in the India pharma market in July 2024 on a moving annual turnover basis
BUSINESS
Large hospital chains withstand seasonal slowdown better in June 2024 quarter
Apollo Hospitals, Fortis Healthcare and Max Healthcare clocked decent growth in revenues despite a disruption to international patient flows
BUSINESS
Indian pharma market sees signs of recovery in July
Traction in acute therapy drugs can help India pharma market to improve growth rate in FY25
BUSINESS
Chart of the Day: India Inc is using its capital more efficiently than ever
The number of companies generating more than 15 percent return on equity has increased significantly from FY16-20
BUSINESS
Fortis Healthcare’s diagnostic unit is a grown-up child who never leaves home
The diagnostics unit is facing growth headwinds amid change in brand name
BUSINESS
With Renom, Suzlon takes pole position in wind energy services market
The company aims to gain leadership position in non-Suzlon wind energy OMS business
BUSINESS
Chart of the Day | India’s Buffett indicator has been flashing warning signals
India’s market capitalisation grew by fastest pace among major countries across the world in the last one year
BUSINESS
Sun Pharma: India remains bright spot amid uncertainty over hair loss drug
The company’s India business grew by more than 10 percent for four consecutive quarters outperforming the India pharma market
BUSINESS
Torrent Power is seeing merchant electricity demand at an opportune time
The power generation earnings are rising amid heightened capex and scale-up of renewable energy capacities
BUSINESS
Chart of the Day: Why Suzlon's orders look more resilient this time
The company’s order book increased to the highest levels in its history in the June 2024 quarter
BUSINESS
In its biggest acquisition, Mankind Pharma tries to replicate its past success in M&A
Mankind Pharma is acquiring BSV at an enterprise value of Rs 13,630 crore. The last major acquisition it did was for Rs 1,872 crore.
