BUSINESS
First Take | Mindtree-LTI merger: a logical step forward for L&T’s IT champs
The combined entity can target $100 million projects, currently largely restricted to frontline IT services companies
BUSINESS
Eris Life's growth hunger can slow earnings
The Rs 650 crore Oaknet Healthcare acquisition gives Eris a foothold in the dermatology therapy drugs segment
BUSINESS
Moneycontrol Pro Panorama: RBI plays catch-up
In today’s edition of Moneycontrol Pro Panorama: HDFC says it with Q4, auto sales falter, how to build volatility, the Economic Recovery Tracker and more
BUSINESS
Pharma companies have mounted a solid defence against India slowdown
The Indian pharmaceutical market grew at its slowest pace in more than a year in the March 2022 quarter
BUSINESS
Moneycontrol Pro Panorama | Price pressures are hitting where it hurts the most
In today’s edition of Moneycontrol Pro Panorama: The rate hike scare, Mindtree’s mojo, China’s macro test, Chart of the Day and much more
BUSINESS
Tata Power’s green energy business valuation is a reality check for investors
The stake sale values Tata Power’s renewable energy subsidiary at Rs 34,000-38,000 crore, lower than the Street's estimate of Rs 45,000 crore
BUSINESS
Thermal power regains primacy, but policy bottlenecks remain
As prices in the spot electricity market soar, buyers will rediscover the benefits of long term PPAs with linkage coal supplies
BUSINESS
Moneycontrol Pro Panorama | TCS Q4 sets a high-water mark for IT sector
In today’s edition of Moneycontrol Pro Panorama: RBI’s masterstroke, shifting sands in trade, a tall order for Pak’s new PM, and much more
BUSINESS
Coal’s improving longevity fuels Adani Power stock revival
The stock has risen from Rs 35 in June-July 2020 to Rs 231 now
BUSINESS
Firm crop prices hold out hope for agriculture input providers
Favourable crop prices aid farmer sentiments and help them overcome input cost pressures
BUSINESS
Defence indigenisation push brightens outlook for BEL, HAL
Share of domestic procurement in defence capital outlay is estimated to rise to 68 percent in FY23
BUSINESS
Rising India focus by drug firms will benefit consumers
Pharma companies are building product portfolios based on domestic market needs
BUSINESS
Moneycontrol Pro Panorama | Are higher oil prices the new normal?
In today’s edition of Moneycontrol Pro Panorama: Spotlight on gold NBFCs, clock ticks on coal supply, inside wealth inequality, the crypto talk, and more
BUSINESS
Rise in essential drug prices may not boost pharma earnings significantly
Raw material inflation continues to be a problem for drug manufacturers, eroding the benefit from an increase in the prices of essential drugs
BUSINESS
Fosun parentage yielding tangible benefits for Gland Pharma
Fosun reiterated its support for Gland Pharma in its latest investor update. It plans to help Gland Pharma expand in China
BUSINESS
Moneycontrol Pro Panorama | Sticky prices put consumers on a wild ride
In today’s edition of Moneycontrol Pro Panorama: Congress faces a big question mark, the Fed disconnect, stitching a success story, Buffett plays it right and more
BUSINESS
Accenture’s flat profit margins have a cautionary message for IT investors
Costs for Accenture are rising at a brisk pace limiting the gains from price hikes
BUSINESS
Commodity crunch reinforces NTPC’s unique position in India's power sector
NTPC is scaling up its renewable energy portfolio and is better placed to deal with rising coal prices
BUSINESS
Moneycontrol Pro Panorama | Indian market better-off, how should you roll the dice?
In today’s edition of Moneycontrol Pro Panorama: Domestic investors to the rescue, RBI in a tight spot, ghost of Lehman, pharma value pick, existential crisis for BSP, and much more
BUSINESS
Why Adani Ports and SEZ shares have hit a soft patch
Customers are deferring coal imports due to high prices in the international markets, impacting Adani Ports’ volumes
BUSINESS
Pharma companies turn to acquisitions to build scale, gain an edge
Pharma companies are reorganising themselves, by focusing on select products lines, regions and exiting non-core assets
BUSINESS
Déjà vu for power sector as Russia-Ukraine conflict drives up coal prices
Electricity prices in the spot electricity market rose 31 percent in February 2022. Prices continue to remain firm
BUSINESS
What UPL’s first buyback in 8 years says about its finances
The Rs 1,100 crore buyback implies UPL is tracking well on its cash flow improvement and debt reduction plan. Why promoters want to exit, if reports are true, is a mystery though.
BUSINESS
Moneycontrol Pro Panorama | Growing risks from hot crude oil prices are singeing equities
In today’s edition of Moneycontrol Pro Panorama: Rising crude oil and its effect on the economy, luggage stocks, Dixon, Maruti Suzuki, a hawkish Fed and more.
