BUSINESS
Moneycontrol Pro Panorama | E-commerce firms crack growth code, earnings should follow suit
In today's edition of Moneycontrol Pro Panorama: Investors pour in for REITs and InvITs, rooftop power solar energy sale needs a boost, gap between job growth and working age population lowers, Mizoram poll campaign an example for all, and more
BUSINESS
Chart of the Day: How Zomato’s membership gambit revived growth
Average monthly transacting customers on the food delivery platform rose sequentially for the second consecutive quarter
BUSINESS
NTPC’s higher capex plans should reassure BHEL investors
The thermal capacity awards target has been raised to 11,200 MW from 7,200 MW
TRENDS
Revenue guidance has been lowered, but growth in GCCs is a long-term opportunity: Amit Chadha, LTTS CEO
India’s share in the global ER&D sourcing market is expected to increase more than three-fold by 2030, says LTTS CEO
BUSINESS
Moneycontrol Pro Panorama | Consolidation wave spreads in healthcare sector
In this edition of Moneycontrol Pro Panorama: How Cipla built a billion-dollar business in US, India’s economic ascent explained, groundwater crisis needs urgent response, consumer sentiments declined for the second week, and more
BUSINESS
Chart of the Day: How Cipla built a billion-dollar US business in a decade
The company’s US revenues are projected to move closer to $900 million in FY24 and $1 billion in FY25, up from $148 million in FY15
TRENDS
Tech Mahindra’s dismal Q2 calls for reset of investor expectations
Industry headwinds and company specific issues can lead to weak performance in the near term
BUSINESS
Sharda Cropchem’s weak result has a cautionary message for UPL investors
Agrochemicals' revenues plunged in Q2 on steep price erosion in international markets
BUSINESS
Infosys trumps TCS and HCL in order wins but lags in revenue collection
TCS and HCL have lower receivables than Infosys
TRENDS
Pharma Q2 growth in India slows, hopes hinge on US
Growth in the Indian pharma market slowed to 7 percent in Q2 of FY24 from 8.5 percent in Q1
BUSINESS
Moneycontrol Pro Panorama | An addiction that's hard to kick
In this edition of Moneycontrol Pro Panorama: China sitting on a ticking time bomb, TCS's shareholder payout sees a meteoric rise, investors need to keep an eye on Iran, Hamas attack adds to Middle East conflict, and more
TRENDS
Chart of the Day: How TCS returns large amount of cash every year to shareholders
Total payouts by TCS increased by 9.6 percent per annum in the past four years to Rs 42,079 crore in FY23
BUSINESS
Moneycontrol Pro Panorama | Cricket adds to the festive cheer
In today's edition of Moneycontrol Pro Panorama: India’s economy already flush with festive cheer, the politics of caste census, MPC's October dilemma, are celebrity investments a boon for startups, and more
TRENDS
Chart of the Day: Hospitals trump other sectors in credit upgrades
Healthcare sector saw higher upgrades in the last 18 months helped by the rise in hospital bed occupancy and realisations
BUSINESS
Fortis and Apollo: Scale economics underpins Kolkata acquisitions
Expansion plans of hospital chains are centred on building large format facilities and business clusters
TRENDS
How large cap IT can diverge from Accenture on order wins
Infosys, TCS, HCL have won several large projects in Q2 with total revenue potential of more than $1 billion
BUSINESS
How Mankind Pharma is consistently outperforming the Indian drug industry
Focus on chronic therapy drugs, consumer healthcare business and large brands are helping the company
TRENDS
Moneycontrol Pro Panorama | Trouble in the skies
In today's edition of Moneycontrol Pro Panorama: US-China tech war opens new doors for India, fintech regulations need to be clearer, coal demand in India thrives post-COVID, India could learn from China’s EV plans, and more
BUSINESS
Chart of the Day | For Coal India investors, rising demand runs counter to doomsday predictions
The electricity sector's coal requirement alone is projected to cross one billion million tonnes (MT) in FY30, up from 723 MT in FY22
BUSINESS
NTPC trumps Power Grid in growth, but lags in investor love
NTPC is projected to grow faster than Power Grid Corp of India in the near term
BUSINESS
Moneycontrol Pro Panorama | Glenmark’s sorry tale of debt finally ends
In this edition of Moneycontrol Pro Panorama: ITC is best suitor for FMCG buyouts, harnessing the power of AI, rising disconnect between education and employment, how to deal with short-term market volatility, and more
BUSINESS
Chart of the Day: Record imports to keep a lid on edible oil prices
The threat of El Nino and soft international commodity prices have prompted domestic traders to step up imports of edible oils in the current marketing year
TRENDS
Tech Mahindra’s rebound trade has gone too far
The stock valuations of Tech Mahindra are at par or slightly lower than TCS and Infosys
BUSINESS
Weak acute drug sales pose risk to Indian pharma’s growth tempo
Growth in the Indian pharmaceutical industry slowed to 5.8 percent in August
