BUSINESS
Depleting water levels at reservoirs signal difficult times for agri-input providers
The impact is already visible on tractor sales. Paddy and pulses cultivation declined in 2023-24 rabi crop season
BUSINESS
Moneycontrol Pro Panorama | Defence: Making in India for the world
In today’s edition of Pro Panorama: A long-term value play, India’s pandemic readiness, life gets harder for forgings exporters and more
BUSINESS
Chart of the Day: The remarkable rise in fuel inventories at coal power plants
Coal power plants have fuel inventories equivalent to 17 days of consumption versus 12 days in the year ago period
BUSINESS
Prince Pipes: Aquel buyout a positive for bathware, but core business recovery in focus
Total revenues declined by 6 percent in 9M FY24 as pipes business faced market share loss
BUSINESS
Higher incentives for thermal power plants a boon for NTPC
The final tariff norms for FY24-FY29 are not vastly different from the draft proposals and they incentivise electricity generation during peak demand hours
BUSINESS
Moneycontrol Pro Panorama | Mergers are not a please-all solution
In this edition of Moneycontrol Pro Panorama: IT stocks still a favourite despite earnings cut, learn to predict market price reversals to stay ahead, impact of recent tyre price cut explained, Trump's tantrums a sign of what's to come, and more
TRENDS
Chart of the Day: How IT stocks gathered more steam in spite of earnings cut
The NSE IT index has gained by 28.5 percent in the last one year even as analysts pared earnings estimates for most major companies
TRENDS
How LTIMindtree lost its growth mantle, post merger
LTIMindtree is unlikely to outperform large IT services companies in FY24 the way it did in FY23 or before
BUSINESS
Eris Lifesciences’ insatiable appetite for growth is driving up its debt
After Biocon Biologics' formulation deal, net debt at the company is estimated to rise from Rs 886 crore to Rs 2,400 crore
BUSINESS
Pharma stock valuations out of sync with normalising market growth
While shares of India-focused drug companies re-rated, growth in domestic pharma market is returning to pre COVID levels
BUSINESS
Moneycontrol Pro Panorama | India's aviation market: The winner takes it all
In today's edition of Moneycontrol Pro Panorama: BJP moves to implement CAA just days ahead of LS polls, most Americans seem to prefer Trump to Biden, TMC decides to take BJP head on, where does India stand economically over Russia, and more
BUSINESS
Chart of the Day: Coal power plant utilisation levels jump to decade highs
Thermal power generation grew by a strong pace for the third consecutive year
BUSINESS
Euphoric Tata Chemicals investors should not ignore earnings headwinds
Prices of soda ash, a key product of Tata Chemicals, are declining on excess supplies in the market
BUSINESS
Moneycontrol Pro Panorama | What next for Tata Motors after demerger?
In today's edition of Moneycontrol Pro Panorama: Japan Nikkei rally explained, what's driving the surge in gas prices, China's budget estimates deflate all stimulus hopes, controlled pricing may help curb Bangalore's water woes, and more
BUSINESS
Falling cost, government incentives to fast-track rooftop solar installations
The solar photovoltaic power costs declined by 23 percent in 2023 amid abundant supplies
BUSINESS
Why Suven Pharma’s investors are excited about Cohance Lifesciences
The current vendor diversification drive by big pharma is driving large business opportunities for Indian CDMOs
BUSINESS
The billion-dollar drug market that is powering pharma stocks
The quarterly US sales run rate of 13 listed pharma companies increased to $2.4 billion in FY24 from $2.1 billion in FY23
BUSINESS
Moneycontrol Pro Panorama | What is driving India’s property market?
In today's edition of Moneycontrol Pro Panorama: The new Telecom Act needs to address surveillance concerns, skillful trading is a mind game, energy sector gets a major boost, clearer green energy rules a must, and more
BUSINESS
Chart of the Day: India’s electricity demand set to outpace China and world
As per IEA, India is estimated to add additional electricity demand equivalent to the current consumption of the United Kingdom over the next three years
BUSINESS
Moneycontrol Pro Panorama | A tale of two markets
In this edition of Moneycontrol Pro Panorama: Cocoa price graph turns vertical, February flash PMI shows India in a good position, current earnings trends hint at sustainablity, wait for a robust gig economy before taxing it, and more
BUSINESS
Moneycontrol Pro Panorama | Have hotels cracked the growth code?
In today's edition of Moneycontrol Pro Panorama: FMCG falls out of investor favour, IT continues to register weak earnings, market challenge for retail traders in 2025, job creation initiative gets major boost in state budgets, and more
BUSINESS
For PTC India, inferior sales mix can undermine market coupling benefits
The short term electricity trade business is less profitable than medium term and long term contracts
TRENDS
Chart of the Day: Capgemini, EPAM results point to weak H1 2024 for IT services
While EPAM expects revenue to decline in January-March, Capgemini projected a slower revenue growth in 2024 vis-a-vis 2023
BUSINESS
Gland Pharma’s Europe acquisition leaves a bad aftertaste for investors
The weak performance at Cenexi is constraining Gland Pharma’s earnings expectations
