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
BUSINESS
Apollo Hospitals' digital platform gives it an edge, execution key
Apollo’s digital platform grew at a healthy pace last quarter. Its early investments are paying off and contributing to improved valuations
BUSINESS
Moneycontrol Pro Panorama | What the numbers say about transitory high inflation
In today’s edition of Moneycontrol Pro Panorama: Bandhan tied up in knots, Coal India between a rock and a hard place, gold financing bet, China flexes nuclear muscles and more
BUSINESS
Coal India's earnings disappointed, but a bigger concern is existential in nature
Investors were disappointed as Cola India's performance did not reflect higher demand. More importantly, the PSU behemoth needs a concrete plan to navigate the shift from coal in the energy mix
BUSINESS
Threat of insolvency suits can nudge discoms to adopt better financial practices
Private power generators who entirely depend on discoms for their revenues may hesitate to initiate insolvency proceedings. But the threat can force discoms to adopt loss reduction measures
BUSINESS
US price erosion, shrinking COVID-19 play expose drug firms to earnings risks
The September quarter results show continuing pricing pressure in the US while COVID-19 vaccine and the drugs opportunity is reduced for several firms
BUSINESS
Moneycontrol Pro Panorama | What is really ailing LIC?
In today’s edition of Moneycontrol Pro Panorama: Tata Motors back in the game, Eicher kicks into top gear, economy’s Diwali sparkle, the crypto talk and more
BUSINESS
The Green Pivot | Inox Wind’s investors are ignoring project execution risks
Risks for the wind power projects remain high. They take longer to execute and face greater operating challenges
BUSINESS
Moneycontrol Pro Panorama | Is the demand graph finally getting into shape?
In today’s edition of Moneycontrol Pro Panorama: What can upset IRCTC maths, the recovery tracker, SAIL’s margin headache, Start-up Street, the era of quantitative tightening and more
BUSINESS
UPL displays manufacturing prowess, but rising costs bite
Analysts pared earnings forecasts even as UPL maintained revenue growth forecast for 2021-22
BUSINESS
SBI Life takes bigger COVID-19 hit, but sees stronger business momentum
HDFC Life and ICICI Pru Life have sounded cautious about retail term insurance. However, SBI Life sees no major constraints in expanding the business
BUSINESS
Exports hold up for agri-inputs providers, inputs key constraint
Sharda Cropchem reported impressive sales in the September quarter while commerce ministry data show continuing positive momentum in exports of agriculture sector tyres
BUSINESS
Moneycontrol Pro Panorama | Numbers add up as TechM gets into reboot mode
In today’s edition of Moneycontrol Pro Panorama: A cruising economy, Concor sails into stable waters, margin halo for Crompton, IEX stock gets cracking, the crypto world, the climate dynamics and more
BUSINESS
HDFC Life, ICICI Pru Life face tough balancing act as reinsurers raise rates
The share of the term insurance (protection) business in total revenue declined at both HDFC Life and ICICI Pru Life last quarter due to multiple reasons
BUSINESS
Farm economy at risk from fertiliser shortage, cost pressures
DAP fertiliser availability fell short of the requirement in the first half of FY22. The supply shortfall could get worse
BUSINESS
Rallis' results reveal multiple headwinds affecting agri-input sector
Uneven rains during kharif 2021 season adversely impacted herbicide sales and input cost pressures are crimping profit margins for Rallis
