TRENDS
Mega orders of Infosys, HCL should allay insourcing fears of IT investors
Even as global enterprises develop technology capabilities, Indian IT vendors continue to find enough opportunities in the market
BUSINESS
Sun Pharma's investors face a risk from India's unbranded generic drug push
Its large presence in India's branded generic drug market exposes it the most to a risk from trade generics. But other major pharma companies are at risk too
TRENDS
Soft summer season hits healthcare service providers
Fortis and Max Institute reported subdued sequential revenue growth in the June 2023 quarter
BUSINESS
Moneycontrol Pro Panorama | Gland Pharma on a comeback trail
In today’s edition of Moneycontrol Pro Panorama: MPC likely to vote for status quo, China's exclusion from global capital continues, Pakistan gears up for big political changes, make the most of the rising equity markets, and more
BUSINESS
Impact of global inventory destocking goes beyond chemical sector
As distributors liquidated excess inventories, sales volumes at Balkrishna Industries declined 19 percent in Q1 FY24
BUSINESS
Green capex plans of Power Grid, NTPC look too ambitious
While both companies forecast rapid addition of projects in the coming years, they don't match current capex trends. Investors should watch their return ratios and earnings
BUSINESS
Moneycontrol Pro Panorama | Maruti Suzuki’s surprising U-turn
In today’s edition of Moneycontrol Pro Panorama: Indian manufacturing a star performer, safeguard your business from GST frauds, unlike cooking - investing is a lived skill, India’s booming logistics sector, and more
BUSINESS
What record plant availability at NTPC tells us about Indian power sector
Thermal power plant availability improved as electricity demand softened in June 2023 quarter
BUSINESS
Why Dr Lal PathLabs’ fat profit margins are bringing no cheer
Business volumes lagged expectations as patient footfalls are largely unchanged in Q1 FY24 from year ago period
BUSINESS
Moneycontrol Pro Panorama | Cipla, Dr Reddy’s deliver a pep pill for pharma stocks
In today’s edition of Moneycontrol Pro Panorama: New Delhi needs strategic approach towards China, Colgate brings cheers to investors, Manipur situation should be resolved soon, a safety net for the gig workers, and more
TRENDS
Sustained price hikes to aid profit margins of pharma companies
In the 12 months ending June 2023, price hikes contributed as much as half of the India pharma market growth
TRENDS
Midcap IT’s recovery optimism faces investor scrutiny
While frontline IT companies are uncertain about the near term outlook, Coforge, Persistent Systems and Mphasis sounded confident about sequential recovery
BUSINESS
Rallis India’s results indicate tough times for agrochemical exporters
While the export business is facing price erosion, delayed monsoon is feared to have weighed on product offtake in the June quarter
BUSINESS
Moneycontrol Pro Panorama | The paradox in IT earnings
In today’s edition of Moneycontrol Pro Panorama: AI is helpful but not bereft of dangers, sovereign gold bonds investors' first choice, rising consumer sentiment a bright spot, Opposition playing catch up with NDA, and more
TRENDS
Chart of the Day | Steady managed services market counters recession fears for Indian IT
Thanks to a healthy dosage of large deals, the managed services market hit a new high of $10 billion in the June quarter
BUSINESS
Moneycontrol Pro Panorama | Pharmaceutical earnings are in recovery mode
In today’s edition of Moneycontrol Pro Panorama: India’s cotton output to tumble, market disruptions at play in 2-wheeler sector, thermal power plant utilisation levels hold-up, power discoms are in bad shape, and more
BUSINESS
Chart of the Day | Thermal power plant utilisation levels steady, despite moderation in demand
Utilisation levels of thermal power plants exceeded 70 percent in April-June this year
TRENDS
IT firms’ generous payouts under threat as slowdown begins to bite
Amid the deceleration in growth rates, it will be tough for the companies to maintain the generous payouts of recent years.
TRENDS
LTIMindtree stock enters big league, its operating metrics less so
LTIMindtree stock is the most expensive stock among the large vendors but its profit margins are significantly lower than TCS, Infosys
BUSINESS
Moneycontrol Pro Panorama | Debt is not a four-letter word any more
In today’s edition of Moneycontrol Pro Panorama: Indian drug laws need complete overhaul, the way forward for GST, what it means if NBFCs chase retail loans, rain plays spoilsport for Coal India, and more
BUSINESS
Untimely rain weighs on Coal India’s sales volumes
Coal offtake increased by 5.4 percent in the June 2023 quarter, slower than the 10.6 percent expansion in the year ago period
BUSINESS
Rising electricity deficit rekindles revival hopes for BHEL
The stock has gained 82 percent in the last one year after languishing for much of the past decade
BUSINESS
Moneycontrol Pro Panorama | A first step in Lupin’s long road to revival
In today’s edition of Moneycontrol Pro Panorama: GCC and China's closer ties point to a global order shift, are NBCF loans secure, Chinese solar module prices fall sharply, Go First's financial boost not enough, and more
BUSINESS
Chart of the Day: China solar module prices fall to record lows
Prices of solar wafers have halved from the year ago period
