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
BUSINESS
Moneycontrol Pro Panorama | Green projects get a spark on hopes of faster clearances
In today’s edition of Moneycontrol Pro Panorama: The uneven recovery, Start-up Street, Crypto Conversations, what explains BJP’s edge, and more
BUSINESS
'Punchy' valuations of mid-cap IT stocks are lowering the safety margin for investors
Mid-cap IT stocks' valuation premium over frontline IT has expanded to record levels. While faster revenue growth may justify a premium, the widening gap warrants caution
BUSINESS
SBI Life: Growth tailwinds are getting stronger
SBI Life Insurance continues to outpace the life insurance industry's growth, and has gained share in this fiscal so far
BUSINESS
Moneycontrol Pro Panorama | IPOs are flying thick and fast
In today’s edition of Moneycontrol Pro Panorama: The big question before RBI Governor, what SBI’s valuation says, mapping the recovery, Cummins India CFO interview and more
BUSINESS
Insulin complements Eris Lifesciences' diabetes portfolio, market share gains key
Eris' joint venture to market insulin adds a potential revenue stream, but product efficacy will play an important role in the success of the new venture
BUSINESS
Resurgent COVID-19 may not upset home textile exports growth, but rising costs a worry
Healthy order book and market share gains in US imports of cotton made-ups will help home textile exporters maintain growth momentum
BUSINESS
Fertiliser shortfall may persist despite a record subsidy payout
A rapid rise in gas prices drove up production costs even as major producers curbed exports, crimping supplies and making farmers unhappy
BUSINESS
HCL Tech's low valuation and strong outlook attract investors, but risks exist
Order inflows remained firm despite a disappointing financial performance in the first half of the current fiscal year
BUSINESS
Star Health's single business focus is both an advantage and a drawback
While evaluating its IPO, investors will have to weigh its position as the largest standalone health insurer versus diversified general insurers, who withstood the COVID-19 storm better
BUSINESS
Tata Power’s rich valuations call for a reality check
The steep rally in the stock warrants caution. Investors are baking in significantly higher valuation for the renewable energy subsidiary and continuing benefits from high coal prices
BUSINESS
Moneycontrol Pro Panorama | Global oil buyers get their act together
In today’s edition of Moneycontrol Pro Panorama: Lustre is off Paytm, Burger King’s growing appetite, HUL has its task cut out, the Recovery Tracker, the Bosch interview and more
BUSINESS
Digital push could upend the pharmaceutical supply chain
Digital platforms can improve the reach of doctors and pharmaceutical products. However, competitive pricing can pose risks to the pharma retail network
