BUSINESS
Defence indigenisation push brightens outlook for BEL, HAL
Share of domestic procurement in defence capital outlay is estimated to rise to 68 percent in FY23
BUSINESS
Rising India focus by drug firms will benefit consumers
Pharma companies are building product portfolios based on domestic market needs
BUSINESS
Moneycontrol Pro Panorama | Are higher oil prices the new normal?
In today’s edition of Moneycontrol Pro Panorama: Spotlight on gold NBFCs, clock ticks on coal supply, inside wealth inequality, the crypto talk, and more
BUSINESS
Rise in essential drug prices may not boost pharma earnings significantly
Raw material inflation continues to be a problem for drug manufacturers, eroding the benefit from an increase in the prices of essential drugs
BUSINESS
Fosun parentage yielding tangible benefits for Gland Pharma
Fosun reiterated its support for Gland Pharma in its latest investor update. It plans to help Gland Pharma expand in China
BUSINESS
Moneycontrol Pro Panorama | Sticky prices put consumers on a wild ride
In today’s edition of Moneycontrol Pro Panorama: Congress faces a big question mark, the Fed disconnect, stitching a success story, Buffett plays it right and more
BUSINESS
Accenture’s flat profit margins have a cautionary message for IT investors
Costs for Accenture are rising at a brisk pace limiting the gains from price hikes
BUSINESS
Commodity crunch reinforces NTPC’s unique position in India's power sector
NTPC is scaling up its renewable energy portfolio and is better placed to deal with rising coal prices
BUSINESS
Moneycontrol Pro Panorama | Indian market better-off, how should you roll the dice?
In today’s edition of Moneycontrol Pro Panorama: Domestic investors to the rescue, RBI in a tight spot, ghost of Lehman, pharma value pick, existential crisis for BSP, and much more
BUSINESS
Why Adani Ports and SEZ shares have hit a soft patch
Customers are deferring coal imports due to high prices in the international markets, impacting Adani Ports’ volumes
BUSINESS
Pharma companies turn to acquisitions to build scale, gain an edge
Pharma companies are reorganising themselves, by focusing on select products lines, regions and exiting non-core assets
BUSINESS
Déjà vu for power sector as Russia-Ukraine conflict drives up coal prices
Electricity prices in the spot electricity market rose 31 percent in February 2022. Prices continue to remain firm
BUSINESS
What UPL’s first buyback in 8 years says about its finances
The Rs 1,100 crore buyback implies UPL is tracking well on its cash flow improvement and debt reduction plan. Why promoters want to exit, if reports are true, is a mystery though.
BUSINESS
Moneycontrol Pro Panorama | Growing risks from hot crude oil prices are singeing equities
In today’s edition of Moneycontrol Pro Panorama: Rising crude oil and its effect on the economy, luggage stocks, Dixon, Maruti Suzuki, a hawkish Fed and more.
BUSINESS
Ukraine Conflict| Risks of fertiliser shortages, bloated subsidy bill loom for India
The latest updates from the world's largest fertiliser manufacturers indicate healthy global demand and constrained supplies of key crop nutrients
BUSINESS
Biocon’s expensive bet ignores execution risks
Apart from the near-term financial impact of the debt, investors need to watch out for the scale-up of the biosimilars business in the US and global markets
BUSINESS
Tech prospects hinge on sustainable growth as base effect wanes
Indian technology industry’s revenues in FY22 are boosted by favourable base and rebound in client spends
BUSINESS
The wide gap between Suzlon's performance and investor enthusiasm
A weakened Suzlon is ceding ground to competition. Inox Wind has a larger order book. Siemens Gamesa is seeing an uptick in orders, but Suzlon is weighed down by financial constraints
POLITICS
Moneycontrol Pro Panorama | Putin keeps finger on trigger, sparks fly
In today’s edition of Moneycontrol Pro Panorama: Normal monsoon not enough, SEBI off the mark on IPO pricing, IDBI Bank stake sale takes focus, SAIL’s worry line and more
BUSINESS
An unexciting start for Thyrocare-PharmEasy combine
Thyrocare is trailing peers Dr. Lal PathLabs and Metropolis Healthcare in non-COVID business recovery
BUSINESS
Chart of the Day | China set to tighten grip on global renewable energy market
A massive expansion in China’s production capacity is expected to improve the country’s cost competitiveness in solar and wind energy projects
BUSINESS
Macleods Pharma's strategy is sound, but dip in FY22 margin points to risks
Macleods has highest exposure to non-metro markets among major drug companies in India. While good sales growth and margins have been a highlight, first half of FY22 showed operating margins decelerate
BUSINESS
Tata Chemicals should make the most of the spurt in soda ash prices
Global soda ash demand is estimated to exceed production by 3 million tonnes per annum till 2025-26, creating conducive conditions for higher prices
BUSINESS
Moneycontrol Pro Panorama | Can inflation upset stock market returns?
In today's edition of Moneycontrol Pro Panorama: Ruchir Sharma on global economy, Economic Recovery Tracker, LIC IPO, Eicher Motors on a roll, Ashok Leyland, Nazara Technologies and more
