TRENDS
Divergence in order bookings of TCS, Accenture warrants investor attention
Order inflows at TCS declined in last two quarters while Accenture reported strong growth in bookings
BUSINESS
Under a new owner, Glenmark Life Sciences aims to shed past constraints
The company plans to double its investments in the next 2-3 years
BUSINESS
Moneycontrol Pro Panorama | Rich equity valuations demand earnings breakout
Moneycontrol's Pro Panorama October 8 edition: China's economics first policy before geopolitical chaos, sectoral and thematic funds may help your portfolio, another unexciting earnings season awaits investors, India needs to improve legal system to aid the poor, and more
BUSINESS
Chart of the Day: After a muted Q1, another unexciting earnings season awaits investors
Net earnings of Nifty 50 companies are projected to rise by 2-4 percent in Q2 FY25
BUSINESS
As investments rise at Sun Pharma, watch out for impact on profit margins
The company has extended its agreement with Philogen to commercialise an immunotherapy drug globally
BUSINESS
Moneycontrol Pro Panorama | After harsh monsoon, hopes turn to festive season
In Moneycontrol's Pro Panorama October 1 edition: Banks' discover new-found love for industries, core sector production data shrinks, new lease of life for power plants, reason behind Opposition's constant attack on RSS, and more
BUSINESS
Chart of the Day: Stressed power plants get a fresh lease of life
Resolution of stressed thermal power plants is picking up pace on rising electricity demand and improving operating metrics
BUSINESS
Coromandel’s backward integration to yield tangible earnings benefits
The Baobab Mining acquisition will help Coromandel secure supplies of a key raw material
BUSINESS
Why investors love Power Grid despite its slower growth profile
NTPC earnings are projected to grow faster than Power Grid in the three years to FY27
BUSINESS
Moneycontrol Pro Panorama | Can China’s stimulus revive commodity prices?
In this edition of Moneycontrol Pro Panorama: Priority lending boosts banks’ profitability, implications of Haryana assembly polls explained, telecom sector tariff hikes can trigger consolidation, balancing judicial independence and accountability in Collegium system, and more
BUSINESS
Chart of the Day: Tariff hikes trigger SIM consolidation in telecom market
Mobile number portability requests rose significantly in July 2024 indicating elevated churn in the telecom sector
BUSINESS
A welcome change in renewable energy project tenders
The share of hybrid and firm and dispatchable tenders in renewable power projects rose from 10 percent in FY20 to 30 percent in FY24 and 46 percent in 5M FY25
BUSINESS
How a slow-mover NTPC built a renewable energy powerhouse
The company can become one of India’s top renewable power generators if it achieves the stated targets
BUSINESS
Moneycontrol Pro Panorama | Will Bajaj Housing Finance's sparkling debut rub off on peers?
In this Moneycontrol Pro Panorama September 17 edition: Market sees rise in margin trading, road construction firms face obstacles, lowering aviation fuel price can add to airlines earnings, logic of Modi’s economic reforms explained, and more
BUSINESS
Chart of the Day: Easing fuel prices to lift earnings of airlines
Aviation turbine fuel prices dropped to the lowest level in a year
BUSINESS
How the late payment surcharge scheme came to the rescue of renewable energy project developers
Receivables of renewable energy project developers dropped as discoms began paying past bills
BUSINESS
Moneycontrol Pro Panorama | India is doing rather well in a deglobalising world
In Moneycontrol's Pro Panorama September 11 edition: Climate war needs business and governments to come together, commercial vehicle firms unperturbed by declining sales, is it too early to invest in renewable energy sector, are index funds truly diversified, and more
BUSINESS
Moneycontrol Pro Panorama | The real fortune is at the top of the pyramid
In this edition of Moneycontrol Pro Panorama: Markets fret about risks to soft landing, young professionals are flocking away from banking sector, decoding reasons for rising natural gas prices, economic data for consumer sentiment shows improvement, and more
BUSINESS
Chart of the Day: India’s electricity generation mix improves in August
The share of non-fossil fuels in total electricity generation rose on strong growth in nuclear power and moderation in demand
BUSINESS
Rallis attempts another makeover, but investor expectations are muted
The new CEO’s plans are less capex intensive but even then, these measures will take time to yield results. If executed well, however, the results can be rewarding
BUSINESS
Rising US sales are boosting profit margins of large pharma companies
Profit margins of Sun Pharma, Dr Reddy’s Laboratories, Cipla and Zydus Lifesciences rose significantly from FY20 levels
BUSINESS
Moneycontrol Pro Panorama | Orders pile up for HAL, but execution risks remain
Moneycontrol's Pro Panorama September 3 edition: India sees biggest rise in coal demand, private lenders are winning the margin game, Pro Economic Tracker points to a slip in consumer sentiment, private consumption numbers not in line with granular data, and more
BUSINESS
Chart of the Day: India to see biggest rise in coal demand among major countries in 2024
Usage of thermal coal for power generation is estimated to have risen by 10 percent amid high electricity demand
BUSINESS
How power sector revival altered plans of CESC, Adani Power
CESC is scaling up green energy capacities. Adani Power, which once contemplated delisting, is aiming to double its electricity generation capacity base
