BUSINESS
Ukraine Conflict| Risks of fertiliser shortages, bloated subsidy bill loom for India
The latest updates from the world's largest fertiliser manufacturers indicate healthy global demand and constrained supplies of key crop nutrients
BUSINESS
Biocon’s expensive bet ignores execution risks
Apart from the near-term financial impact of the debt, investors need to watch out for the scale-up of the biosimilars business in the US and global markets
BUSINESS
Tech prospects hinge on sustainable growth as base effect wanes
Indian technology industry’s revenues in FY22 are boosted by favourable base and rebound in client spends
BUSINESS
The wide gap between Suzlon's performance and investor enthusiasm
A weakened Suzlon is ceding ground to competition. Inox Wind has a larger order book. Siemens Gamesa is seeing an uptick in orders, but Suzlon is weighed down by financial constraints
POLITICS
Moneycontrol Pro Panorama | Putin keeps finger on trigger, sparks fly
In today’s edition of Moneycontrol Pro Panorama: Normal monsoon not enough, SEBI off the mark on IPO pricing, IDBI Bank stake sale takes focus, SAIL’s worry line and more
BUSINESS
An unexciting start for Thyrocare-PharmEasy combine
Thyrocare is trailing peers Dr. Lal PathLabs and Metropolis Healthcare in non-COVID business recovery
BUSINESS
Chart of the Day | China set to tighten grip on global renewable energy market
A massive expansion in China’s production capacity is expected to improve the country’s cost competitiveness in solar and wind energy projects
BUSINESS
Macleods Pharma's strategy is sound, but dip in FY22 margin points to risks
Macleods has highest exposure to non-metro markets among major drug companies in India. While good sales growth and margins have been a highlight, first half of FY22 showed operating margins decelerate
BUSINESS
Tata Chemicals should make the most of the spurt in soda ash prices
Global soda ash demand is estimated to exceed production by 3 million tonnes per annum till 2025-26, creating conducive conditions for higher prices
BUSINESS
Moneycontrol Pro Panorama | Can inflation upset stock market returns?
In today's edition of Moneycontrol Pro Panorama: Ruchir Sharma on global economy, Economic Recovery Tracker, LIC IPO, Eicher Motors on a roll, Ashok Leyland, Nazara Technologies and more
BUSINESS
How Tata Power successfully sidelined its Mundra power plant
Renewable energy businesses emerged as key growth drivers. They now generate a sizeable portion of Tata Power’s revenues and profits
BUSINESS
The Green Pivot: Green bonds can fill crucial funding gap for RE projects
If given the right push, green bonds can emerge as a major and lower cost funding source for the renewable energy sector
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
