BUSINESS
Soft raw material prices to support record profit margins of pharma companies
The falling prices can pose headwinds to API producers but can benefit final drug manufacturers
BUSINESS
Moneycontrol Pro Panorama | Rumble in the commodity markets
In December 17 edition Moneycontrol Pro Panorama: CRR cut may help NBFC's procure bank loans, Bangladesh crisis may force Bengal to turn right, AI initiatives to drive IT spends in 2025, India’s domestic military industry is strong but struggles globally, and more
TRENDS
Chart of the Day: AI initiatives to drive IT spends in 2025
Cost optimisation and productivity improvement objectives are expected to drive IT spends on AI initiatives in 2025
BUSINESS
HAL: After an underwhelming 2024, hopes now rest on next fiscal for take-off
Revenue growth slowed in Q2 FY25 amid execution delays
BUSINESS
Advent’s rush to scale up Suven Pharma leads it to another acquisition
The NJ Bio acquisition follows Sapala Organics purchase in June
BUSINESS
Moneycontrol Pro Panorama | Climbing up the value ladder
For December 10 edition of Moneycontrol Pro Panorama: Shaktikanta Das — RBI governor for all seasons, a reduction in CRR may not be enough, testing times for the securitisation market, Emmanuel Macron weathers the storm to take France forward, and more
BUSINESS
Chart of the Day: India's contract pharma research market to outpace global growth
The higher growth rate will help India gain market share in global pharma outsourcing spends.
BUSINESS
LG India IPO: Best in class profit margins, but lags in cash conversion
The return on capital employed ratio improved significantly in FY24
BUSINESS
What next for MapmyIndia after consumer business fiasco?
Transfer of B2C business for a minority stake has upset investors.
BUSINESS
Chart of the Day: Steady capacity additions to help IndiGo maintain leadership in Indian aviation market
Peer Air India group is facing longer delays in aircraft deliveries from Boeing.
BUSINESS
Four hits and three misses in Aster DM’s merger with Quality Care
The merger will strengthen Aster’s position in Hyderabad and South India, but it also faces certain challenges.
BUSINESS
Waaree Energies’ rich valuations confront US business uncertainty
An overwhelming 72 percent of the company’s order book is from the US.
BUSINESS
Moneycontrol Pro Panorama | Unlocking value through demergers
For the November 26 edition of Moneycontrol Pro Panorama: India needs to pay more attention to quality, supply shocks upend macro policymaking, peak electricity demand slows down for FY22-24, will the MPC finally take the plunge, and more
BUSINESS
Chart of the Day: Peak electricity demand growth slows after rising rapidly in FY22-24
The post COVID bump up in demand is showing signs of moderation.
BUSINESS
For UPL stock to recover, business and leverage both need repairing
Difficult business conditions and debt taken on for acquisitions are weighing down on its performance. The pace of earnings recovery and balance-sheet deleveraging will determine stock returns
BUSINESS
Moneycontrol Pro Panorama | A welcome debate on interest rates
In Moneycontrol Pro Panorama November 19 edition: PSBs need to improve customer experience, bond yields maybe in trouble, India's pharma market is on a roll, winning Vidarbha seat could open gate to political power, and more
BUSINESS
India's pharma market scales new highs despite moderating growth rates
Total sales reached Rs 60,000 crore in the September 2024 quarter
BUSINESS
NTPC Green Energy IPO offers a valuable lesson for PSUs in value creation
The IPO values NTPC Green Energy at Rs 91,000 crore to 1 lakh crore, generating value for NTPC investors and setting the to-be-listed company on an independent path
BUSINESS
Moneycontrol Pro Panorama | A transformation in the scooters market
For Moneycontrol Pro Panorama's November 12 edition: US-China trade war could trigger India’s exchange rate, Power Grid’s capex recovery explained, signs of a downcycle in commercial vehicles, time to shift gears on climate change, and more
BUSINESS
Chart of the Day: The remarkable recovery in Power Grid’s capex
Total works in hand rose to Rs 1.43 lakh crore in November 2024 from Rs 50,500 crore in the year ago period.
BUSINESS
Gland Pharma's outlook brightens, but will it shine is the key question
The company's performance is recovering, with an improved guidance lending confidence. Still, it's not business as usual, a crucial acquisition must deliver results soon and a new CEO is waiting in the wings
BUSINESS
IT, pharma can gain from Trump presidency despite higher trade barriers
Vendor diversification and higher duties on China can benefit CDMO and chemical companies. Though renewable energy adoption can see lesser policy support
BUSINESS
Moneycontrol Pro Panorama | Cut out the noise, focus on data
In Moneycontrol Pro Panorama November 5 edition: India new hotspot for steel capacity addition, search engine war heats up, downside risks to Asia-Pacific economies, electorates prefer 'revdi', and more
BUSINESS
Chart of the Day: Q2 cement demand weakest in two years
After subdued Q1 and Q2, hopes now are pinned on recovery in H2 FY25
