BUSINESS
Natrol sale marks a subtle shift in Aurobindo Pharma’s business strategy
The Natrol sale will help Aurobindo Pharma focus on the core generic drug and injectable businesses
BUSINESS
Why Aditya Birla Fashion-Flipkart partnership will yield results sooner than later
Aditya Birla Fashion’s digital preparedness should help Flipkart derive synergies faster. The funds infusion will strengthen Aditya Birla Fashion’s financial position helping it invest in growth areas
BUSINESS
Resilient exports place Balkrishna Industries firmly on recovery path
Exports of specialised tyres from India continue to see strong growth. This bodes well for Balkrishna Industries, a major exporter of agriculture and industrial tyres
BUSINESS
Coal India’s volume recovery needs sustained support from thermal power
Coal India continues to see healthy growth in coal offtake, helped by improvement in thermal power generation
BUSINESS
How ACC’s cost saving programme is yielding disproportionate earnings benefits
ACC reported a healthy expansion in operating earnings despite subdued sales volumes. The company is benefiting from steady realisations and cost efficiency measures
BUSINESS
Volume recovery to aid govt’s divestment efforts for Concor, but niggling worries remain
The improvement in container traffic at Indian Railways and major ports augurs well for Concor. But earnings benefits are uncertain as competitive intensity remains high
BUSINESS
Seasonal softness test awaits big IT after broad-based recovery
Financial services and retail business verticals drive recovery at big four IT companies. While companies also saw good deal wins, managements warned that the December quarter may see some seasonal softness
BUSINESS
How market share gains and digital investments are fuelling Infosys’s record order wins
Infosys reported highest ever large deal wins last quarter. The company is gaining market share even as clients cap overall IT spends
BUSINESS
Wipro's new CEO builds on predecessor's themes, execution key
Wipro’s new CEO outlines a 5-point plan to narrow the growth gap with industry leaders. While the earlier CEO also set out a similar plan, execution was tardy
BUSINESS
Diagnostic firms ride the COVID-19 wave, retention of business gains key
Diagnostic firms such as Dr Lal PathLabs, Thyrocare Technologies and Metropolis Healthcare rebound as COVID-19 related tests drive business growth. While non COVID-19 business is showing signs of normalisation, sustainability of recovery is key
BUSINESS
Outlook for global IT sourcing improves as deal activity picks up
With global enterprises resuming IT spends and project pipeline improving, all eyes now on large deal conversions
BUSINESS
Why H-1B visa restrictions are no big deal for Indian IT
COVID-19 is transforming the way IT services are delivered. This can cap the travel requirement and the need for more work visas for Indian IT
BUSINESS
Pharma market is limping back to normalcy, but growth can remain below par in FY21
BUSINESS
New port acquisition, volume recovery put Adani Ports firmly on growth path
Adani Ports business volumes recover after a sharp fall in June quarter. While sustainability of the recovery is crucial, the Krishnapatnam acquisition provides new growth avenues for the company
BUSINESS
Passenger vehicle sales recovery strengthens Tata Motors’ reorganisation efforts
Tata Motors’ passenger vehicle sales see a sharp recovery. Sustainability of the positive momentum beyond the festive season is important
BUSINESS
How COVID-19 shook up the world and set Indian IT on multi-year growth path
TCS to kick start the earnings season this week. The IT major may report a recovery in dollar revenues indicating recovery in Indian IT
BUSINESS
JSW’s renewable energy thrust should be driven by returns, not ESG compliance
New wind energy project gives a leg-up to JSW Energy's renewable energy ambitions. Execution and final cost will determine project returns
BUSINESS
With debt receding, all eyes on air traffic recovery at GMR Infrastructure
With stake sales bringing down its corporate debt, GMR is now a play on the resumption of air travel
