BUSINESS
India Pesticides IPO reflects the success of Indian chemical industry
Indian chemical companies are gaining scale in chosen products. The sector is projected to grow at a faster pace than the global chemical industry
BUSINESS
Interview | We see potential for steady growth: UPL’s Jaidev Shroff
Farmers should focus on maximising yields to benefit from higher commodity prices, which in turn is creating higher demand for UPL’s solutions, says Shroff
BUSINESS
Focus on profitability as IT firms set to clock best growth after COVID-19
Ramp-up of deals won in earlier quarters and increased spending intensity on new technologies are set to accelerate revenue growth rates
BUSINESS
Apollo Hospitals’ digital plans resonate after PharmEasy-Thyrocare deal
Apollo is reorganising its pharmacy and digital healthcare platform into a new unit. It plans to access investor capital and scale up the new subsidiary
BUSINESS
PharmEasy is just what the doctor ordered for Thyrocare
Thyrocare has a lean cost structure. But compared to its major diagnostic peers, Thyrocare has lower on-ground (b2c) presence
BUSINESS
Moneycontrol Pro Panorama | Reliance’s green energy play promises more bang for the buck
In today’s edition of Moneycontrol Pro Panorama: RIL ups green play, household savings run high, recovery speed breaker for automakers, what earnings concalls say, the herd immunity tracker, Weekly Tactical, hedge funds rework strategy, and more
BUSINESS
For auto firms, recovery from the second wave may not be as fast as in 2020
The second wave’s adverse impact on savings and income, and anticipation of a third wave are weighing on consumer sentiment
BUSINESS
BEL's stellar recovery reflects its unique position among defence PSUs
BEL’s revenue grew 9.6 in FY21 and the company is confident of delivering stronger growth in current fiscal
BUSINESS
India's premier power utilities need a bit of love from investors
NTPC is trading at a multi-year low valuation of 7 times FY22 earnings estimates, despite a healthy project pipeline and earnings visibility
BUSINESS
Why CESC trades at a discount to Torrent Power
CESC is trading at 7.5 times the current fiscal year earnings estimates, sharply lower than Torrent Power’s 16 times
TRENDS
India’s excess power capacities begin to correct, now wait for demand
Thermal power capacity additions dropped to multi-year lows last fiscal year while renewable energy additions moderated
TRENDS
Moneycontrol Pro Panorama | Why the oil market could heat up further
In today’s edition of Moneycontrol Pro Panorama: Oil supply catch-up, metal prices on fire, ghost of taper tantrum, India Inc’s market maths, Adani’s airport IPO bet, why Facebook is pricey, Weekly Tactical, Bata India stepping up and much more
BUSINESS
Mrs. Bectors' subdued sales guidance could pose a risk to its valuation
The company expects 6-8 percent in the domestic biscuit business in current fiscal, slower than the 23 percent expansion seen in FY21.
BUSINESS
ICICI Pru Life's growth outlook brightens on new partnerships and product mix
ICICI Pru Life's growth is expected to get a boost from an enhanced product portfolio and scale-up of new distribution partnerships
TRENDS
COVID-19 is changing the way TCS, Infosys hire and deploy employees
Infosys rolled out a ‘talent anywhere’ model and plans to recruit in towns and cities where it does not have offices
BUSINESS
Sumitomo India’s transformation shows what MNCs can do to their subsidiaries
The Indian unit of Sumitomo has received approval to supply 5 proprietary products to parent company. More such opportunities are in the pipeline
BUSINESS
Second COVID-19 wave less damaging for Max, Fortis Healthcare
Fortis expects the impact to be less severe than in first half of the previous fiscal year while Max sees faster recovery in business
BUSINESS
Market share gains drive growth higher at Lux Inds and Relaxo Footwears
Shares of Relaxo Footwears and Lux Industries outperformed their larger peers by a wide margin in the past one year. Lux Industries' revenue growth is notably better than that of its peers
BUSINESS
Moneycontrol Pro Panorama | Oil’s well that ends well?
In today’s edition of Moneycontrol Pro Panorama: A cash shot for the economy, public float maths at Ruchi Soya, agri policy rethink, Weekly Tactical, Eicher’s hot wheels, the chip jigsaw and more
BUSINESS
Favourable prices, fertiliser subsidy to support farm investments
The factors that determine farm investments are still flashing green. Agriculture produce prices are firm and the government has sharply raised subsidy for fertilisers
BUSINESS
JSPL's power plant sale merits a higher price and a simpler structure
The initial sale price by JSPL implies a steep 55 percent discount to the replacement cost of the power plants
BUSINESS
CONCOR divestment: Land lease fee resolved, now comes the tricky part
CONCOR has paid significantly lower land licence fee in FY21 against the initial demand by Indian Railways. The land lease fee is estimated to reduce in FY22
BUSINESS
Gland Pharma’s focus on injectables yields superior growth
Gland Pharma’s revenue growth surpassed that of frontline drug companies in FY21. It is expected to outpace industry majors in the current fiscal too
TRENDS
Indian curfews bring forward orders for home textile exporters
Trident and Indo Count have firm orders for six months. Both saw strong growth in March 2021 quarter and expect the momentum to continue in FY22
