BUSINESS
Moneycontrol Pro Panorama | Rural FMCG demand takes a tumble
For Moneycontrol Pro Panorama Feb 19 edition: AI risks deepening inequality, growth visible in Q3 earnings yet stability uncertain, AI agents hiring humans raises concerns, and more
BUSINESS
Kwality Wall’s financials may leave investors cold
Low profit margins and a capital intensive operating business are some of the key hurdles it needs to overcome in its post-demerger avatar
BUSINESS
Quick Take: HUL’s profits hit by one-offs, but it's a mixed picture on business front too
Exceptional items and labour code-related charges hit profits, but even after looking through these, its various categories are not firing on all cylinders
BUSINESS
What’s behind Marico’s seemingly insatiable appetite for acquisitions?
Marico has splashed out around Rs 700 crore in the matter of a few weeks to snap up three brands, Skinetiq, Cosmix and 4700BC in the personal care and foods categories
BUSINESS
Effective Tax Rates of large companies show why MAT may have been rationalised
Despite the new corporate tax regime of 2019 becoming popular, the older one continues to have its followers, with income taxed under it also growing
BUSINESS
Data Story: The near term effect on revenue of FTAs is significant
Government data shows that customs duty foregone on imports on account of FTAs amounts to a significant figure, which will hopefully be offset by higher exports, which at the net level is expected to benefit the economy
BUSINESS
India’s Budget 2026 tweaks corporate tax regime, could hurt earnings growth
The government is nudging companies to shift to the new tax regime, by tweaking minimum alternate tax rules, which is likely to see their tax liability increase
BUSINESS
What's the change in India Inc that the Economic Survey wants to see?
It wants Indian companies to take bigger risks, make investments with longer time horizons, become globally competitive, and avoid rent-seeking, oligopolistic tendencies
BUSINESS
Labour codes cast accounting shadow on earnings
Companies have started providing for additional charges due to the new labour codes. This has a one-time impact but a recurring impact on earnings too
BUSINESS
Why Indian companies are winning under both income tax regimes
Between 2019-20 and 2022-23, income offered for tax under the 22% tax slab grew by 97% while that offered to the higher 30% tax slab grew by 130%
BUSINESS
Moneycontrol Pro Panorama | Rooting for a home run
For January 2 edition of Moneycontrol Pro Panorama: RBI highlights progress in bank clean-ups but challenges remain, rising taxes on cigarettes could threaten investor returns, investors must develop strategies to navigate market uncertainties, and more
BUSINESS
Taxation returns as policy risk for investors in cigarette stocks
A sharp increase in excise duty after GST compensation cess ended will see cigarette prices being hiked sharply. While that’s the immediate risk, the bigger risk is of a shift in policy
BUSINESS
Moneycontrol Pro Weekender | Running in place
The current reforms overdrive by the government signals 'a policy shift towards diversification, structural reforms, and attracting long-term capital'
BUSINESS
Europe’s policy changes pose challenge for Indian steel exporters
Proposals relating to the Carbon Border Adjustment Mechanism and tackling global steel overcapacity will tighten market access
BUSINESS
Quick Commerce: A race to finish first or a plunge to the bottom?
The 10-minute delivery industry is seeing a rush to raise funds. The risk of hyper competition leading to unwise business decisions exists, but is not visible as of now
BUSINESS
Who will pay the price for the IndiGo debacle?
While the government has promised an inquiry and fixing of accountability, the real price may be paid by a different stakeholder
BUSINESS
What a revised tax regime for ITC could mean for investors
Necessitated by the end of the GST compensation cess, the new indirect tax regime is expected to keep the tax outgo unchanged, but investors should wait for the fine print
BUSINESS
Moneycontrol Pro Panorama | Of balance sheets and innovation
Moneycontrol Pro Panorama November 28 edition: India’s employment paradox decoded, Gold is glittering and equity is holding up, understanding India’s Rs 7,280 crore rare earth push, and more
BUSINESS
Why Kwality Wall’s 0% EBITDA margin is not as chilling as it appears
The to-be-demerged company’s investor presentation discloses an aggressive pricing strategy and investments, as it seeks to become a much larger, faster-growing company. But the ride could be a rough one
BUSINESS
Small FMCG companies show how it's done
Very small companies are doing exceptionally well in the FMCG market, even with disruptions related to GST rate cuts blamed for causing slower industry growth. Listed firms, better take note!
BUSINESS
Sugar exports quota a balm, but not cure for industry’s ills
While a timely announcement of a sugar export quota is good news, what the industry needs is a lasting solution that frees it from policy whims
BUSINESS
Indian sugar mills in sticky ethanol spot
The government’s desire to keep sugar prices in check may have led to a lower than desired allocation for cane-based ethanol, leading to mills worrying about the fate of their investments
BUSINESS
HUL Q2 Quick Take | Will new chief’s focus on volume-led growth win over investors?
Four key priorities have been put in place by the new CEO & MD to drive growth, of which one can be disruptive in the short-term
BUSINESS
Moneycontrol Pro Panorama | Tariff noise, empty vessel?
For Moneycontrol's Pro Panorama October 17 edition: Tea drinkers rejoice but growers balk at price side, decoding India's trade deficit, impact of port fees on global trade politics, struggles of India's media & entertainment industry, and more
