BUSINESS
Moneycontrol Pro Panorama | TVS Motor's profit margins rev up amid headwinds
In today’s edition of Moneycontrol Pro Panorama: Tata Steel makes a fine balance, why Fed is behind the curve, Chart of the Day, the Recovery Tracker and more
BUSINESS
ReNew Power’s buyback highlights valuation woes
ReNew Power's shares have lost a third of their value since the SPAC deal in August 2021
BUSINESS
For defence stocks, capex spends are slowly but steadily improving
Compared to an annual average expansion of 5.1 percent between FY13 and FY18, capital outlay on defence is projected to rise 11 percent per annum in the five years to FY23.
BUSINESS
Thrust on multimodal logistics will yield long-term benefits for rail
Indian Railways should address capacity constraints as dedicated freight corridor aids freight traffic shift to rail
BUSINESS
Solar modules get PLI boost, will they be competitive now?
India does not have enough domestic manufacturing capacity in solar modules and depends on imports. New incentives should help in building domestic manufacturing capacity
BUSINESS
Moneycontrol Pro Panorama | Budget fever grips Indian equities
In today’s edition of Moneycontrol Pro Panorama: The state of the economy in 10 charts, limitations of Union Budget, Apollo-Amazon tie up, Unity SFB-PMC Bank merger, Dr Reddy’s Labs, Kotak Mahindra Bank, L&T and more
BUSINESS
Cipla's US business scale-up places it firmly on growth path
Quarterly US revenue has reached $150 million, highest in recent years. Cipla has several limited competition and high value products lined up that can add significantly to US revenues
BUSINESS
Moneycontrol Pro Panorama | Market Correction: Should investors wait on the sidelines?
In today’s edition of Moneycontrol Pro Panorama: Axis Bank going strong, lure of passive funds, BharatPe muddle, crypto wish-list for Budget and more
BUSINESS
For SBI Life’s investors, the profitability improvement narrative is not over yet
Normalised revenue jumped 36 percent at SBI Life in the first nine months of FY22, faster than the 22-29.6 percent rise at HDFC Life and ICICI Pru Life
BUSINESS
How Mphasis is bucking IT sector deal trend by winning large orders
Order wins for Mphasis, as measured by the total contract value, increased 39 percent sequentially and include four large deals.
BUSINESS
Max Healthcare’s mega capex plan’s success counts on deft execution
Max plans to invest almost $450 million over four years. Low debt and annualised cash flows of $150 million can fund the capex
BUSINESS
Moneycontrol Pro Panorama | Deal pipeline is buzzing, is there a jarring note?
In today’s edition of Moneycontrol Pro Panorama: Demand worries for UltraTech, SME IPOs the talk of the town, infra in a sweet spot, the margin call and more
BUSINESS
HCL Tech's weak margins show cost structure a key differentiator for IT stocks
HCL Tech saw a higher reduction in profit margins in IT services compared to TCS and Infosys
BUSINESS
It's advantage Indian IT as global inflation paves way for price hikes
TCS is seeing an uptick in pricing. Customers are more open to discussions on price changes now than a year back
BUSINESS
GMR Infra’s stock may stay in value discovery phase
Expansion of existing airports and new projects provide a growth runway, although COVID-19 remains a key headwind
BUSINESS
Moneycontrol Pro Panorama | The payout party for tech investors is in full swing
BUSINESS
Indian IT is gaining market share, but not at Accenture speed
Indian IT firms such as TCS and Infosys are consistently growing faster than the global IT services industry but their market share gains are notably lower than Accenture
BUSINESS
Omicron impact likely to be mild for hospitals
Resurgent COVID-19 can upset business normalisation calculations. However, experience from first two waves should help hospitals cope with Omicron better
BUSINESS
Moneycontrol Pro Panorama | The economy is firing, but not on all cylinders
In today’s edition of Moneycontrol Pro Panorama: Ten defining trends for 2022, Deep Value Series, the Recovery Tracker, Adityanath faces a litmus test and more
BUSINESS
Strong despatches fuel Coal India growth, power demand key
Electricity demand and generation moderated in November and December 2021, putting a question mark on coal demand
BUSINESS
Adani’s Australia coal is shipping at an opportune time, profit metrics key
Coal prices are at high levels and global demand may reach a new all-time high in 2022, depending on weather and economic growth, forecasts International Energy Agency
BUSINESS
Moneycontrol Pro Panorama | Want to ease economic pain? Booster doses could do the job
A long road for the economy, be choosy about IPOs, what Indian banking needs, what the health index says, and more
BUSINESS
LatAm recovery to give fillip to UPL’s growth, profit margins key
Latin America, a large market for UPL, is seeing a better crop season. Brazil is forecast to produce a record soybean crop
BUSINESS
Soaring input costs raise risks to solar project returns
Developers have been bidding aggressively, anticipating a continuous fall in input costs. But component prices have been on the rise and are showing no signs of moderation
