TRENDS
How large IT companies stack up on growth rates after June quarter
TCS and LTIMindtree are projected to lead FY25 revenue growth rates. But Infosys is fast gaining momentum
BUSINESS
Renewed focus on agriculture sector in the Budget to support rural economy
The Union Budget 2024-25 has stepped up allocations for agriculture and rural development but could have done more in certain areas
BUSINESS
Economic Survey 2023-24 has the right prescription for coal power plants
The focus should be on adoption of cleaner coal and ultra super-critical technologies to reduce emissions, suggests the Economic Survey
BUSINESS
In Budget 2024, government should help accelerate capacity additions in power sector
The pace of capacity addition needs to be ramped up to meet the rising electricity needs of the country
BUSINESS
How Tata Power’s improved balance sheet is fuelling its capex
The net debt to equity ratio declined from 3 times in FY17 to less than one in FY24
BUSINESS
Budget Snapshot: The post COVID bump-up in Indian Railways’ revenues
Higher freight traffic helped Indian Railways withstand the pandemic disruption to the passenger train business
TRENDS
Investors of TCS, HCL should tally their optimism with ISG index
ISG, which tracks commercial outsourcing contracts, lowered the growth forecast for managed services
BUSINESS
KIMS should see results from Vizag hospital acquisition early
The hospital was incorporated in 2010 and generated a revenue of Rs 62 crore in FY23
BUSINESS
Budget Snapshot: Easing raw material prices to lighten India’s fertiliser subsidy bill
With subsidy bill in check, the government should step up focus on nano urea and expansion of domestic manufacturing capacity base
BUSINESS
Tata Chemicals’ fortunes tied to soda ash amid slow ramp-up of specialty business
Rising global supplies are feared to weigh on soda ash prices and realisations in 2024
BUSINESS
How Suzlon will benefit from Siemens Gamesa’s India exit
Suzlon can focus on quality orders and gain market share in the India wind turbine market
BUSINESS
Why everyone is not convinced about Dr Reddy’s latest acquisition
Dr Reddy’s will have to invest significantly to improve growth rates of the acquired brands in nicotine replacement therapy
BUSINESS
Drug shortages in the US continue after rising to decade highs
Persistent shortages can help limit price erosion in generic drugs and support pharma exporters
BUSINESS
Coromandel’s long quest to build non-subsidy business is bearing fruit
Revenues from non-subsidy business are expected to rise significantly in the coming years
BUSINESS
Moneycontrol Pro Panorama | Do alcobev companies justify trading at FMCG valuations?
In this edition of Moneycontrol Pro Panorama: India needs more green energy to realise data centre ambitions, how can investors dodge taxes in the F&O juggernaut, local Indian firms dominate pharma sector, and more
BUSINESS
Chart of the Day: MNCs are ceding ground to local firms in Indian pharma market
MNCs have underperformed Indian pharma market growth in the last 15 years
BUSINESS
MedPlus’ own branded product business needs close monitoring by investors
Success of the private label pharma products can improve MedPlus’ profitability and accelerate generic drug adoption in India
BUSINESS
Gland Pharma has been a sound investment for Fosun, will retail investors benefit too?
Long-term stock returns will be contingent on turnaround of the European acquisition and growth in US business
BUSINESS
Chart of the Day: Why India should closely track Bill Gates’ new nuclear plant
Success of new technology can help countries like India accelerate nuclear power plant additions
TRENDS
HCL, Infosys and now Cognizant—Why IT companies are increasingly betting on engineering R&D services
The engineering R&D outsourcing spends are projected to outpace IT services in the next several years
TRENDS
Chart of the Day: How AI is driving cost saving expectations at GCCs
As many as 40 percent of the business enterprises surveyed by ISG plan to reduce staffing requirements through automation
BUSINESS
Chart of the Day: India Inc’s balance sheet position best in a decade
The aggregate net debt to EBITDA ratio dropped to 1.2 times in FY24
BUSINESS
Government change in Andhra lifts hopes for United Spirits, alcobev companies
A change in government policy can help United Spirits resume direct sales in the Andhra Pradesh market
BUSINESS
Power: We require a fool-proof plan to avoid load shedding
Peak electricity demand and deficits rose in the country
