Presenting Partner

Life Insurance Corporation of India

Moneycontrol

Budget 2022

Associate Partners:

  • Kotak Mutual Fund
  • Pharmeasy
  • Indiabulls
  • SBI

Presenting Partner

Life Insurance Corporation of India

Moneycontrol

Budget 2022

Technology Partner

Dell Technologies

Associate Partners

Kotak Mutual Fund
Pharmeasy
Indiabulls
SBI

Ruchi Agrawal

Senior Research Analyst

Moneycontrol

Indian Agriculture: Misdirected populist policies doing more harm than good

BUSINESS

Indian Agriculture: Misdirected populist policies doing more harm than good

Populist support measures are only a short-term solution and aggravate the imbalance in resource allocation.

What spike in crude could mean for downstream oil cos – will govt. go back on its words?

INDIA

What spike in crude could mean for downstream oil cos – will govt. go back on its words?

Brewing geopolitical tensions coupled with fears of trade wars and inventory cuts are expected to keep crude up in the near term

What hike in natural gas price means for stakeholders

SECTOR

What hike in natural gas price means for stakeholders

Ruchi Soya deal to boost Godrej Agrovet's palm oil business, dilute EPS in short run

STOCKS

Ruchi Soya deal to boost Godrej Agrovet's palm oil business, dilute EPS in short run

The anticipated aquisition of a stake in Ruchi Soya could provide Godrej Agrovet's palm oil business significant expansion opportunities. Though EPS dilutive in the short run, we see significant synergies to flow in from the deal in the longer run.

Lemon Tree Hotels IPO – be my guest by paying a premium!

IPO

Lemon Tree Hotels IPO – be my guest by paying a premium!

The upcoming hotel chain has presence in the midscale economy segment in India.

GSPL to acquire additional stake in Gujarat Gas – pain or gain?

SECTOR

GSPL to acquire additional stake in Gujarat Gas – pain or gain?

GSPL has approved the purchase of another 28.4 per cent stake in Gujarat Gas from its parent company GSPC.

Approval of urea subsidy with nationwide DBT rollout to benefit fertilizer sector

MONEYCONTROL-RESEARCH

Approval of urea subsidy with nationwide DBT rollout to benefit fertilizer sector

The government has also started work on reviving closed urea manufacturing plants to ramp up production by 2022, in order to reduce imports of fertilizer.

Upstream oil companies: Pricing momentum looks supportive, ONGC a better pick at current levels

EARNINGS

Upstream oil companies: Pricing momentum looks supportive, ONGC a better pick at current levels

Given the price uptick for both crude and gas, it should have a positive rub-off on net realizations. ONGC can be bought at current levels, but look for a better entry point for Oil India

Short-term solutions like MSP, farm loan waiver will not put an end to farmers' income woes

BUSINESS

Short-term solutions like MSP, farm loan waiver will not put an end to farmers' income woes

Maharashtra has a lopsided allocation of resources that favors certain crops and orphans others, which further aggravates the issue of farmers' incomes.

Reduced prices of BT cotton seeds – respite for farmers, toxic for seed companies

BUSINESS

Reduced prices of BT cotton seeds – respite for farmers, toxic for seed companies

The government is proposing to cut the price of the BT cotton seeds (Bollgard II) from Rs 800 to Rs 740 per packet (450gm packets). While the move would provide some respite to cotton farmers, it stands to eat away margins of seed companies.

Godrej Agrovet Q3 - steady growth, quality stock that merits attention

BUSINESS

Godrej Agrovet Q3 - steady growth, quality stock that merits attention

With an operationally diverse yet synergistic verticals, the company has consistently generated strong returns over the past years which is expected to continue in coming quarters. Given the company’s exposure to the Agri and animal husbandry sectors which were at the core of budgetary allocations and development objectives, the company is positioned to benefit.

Tata Chemicals Q3FY18 – A good buy on the back of tailwinds

BUSINESS

Tata Chemicals Q3FY18 – A good buy on the back of tailwinds

With completion of the restructuring, the company is now positioned to focus on expansion of core segments amid rapid growth

Mixed bag of Q3 earnings from gas marketing companies, sector in a sweet spot

BUSINESS

Mixed bag of Q3 earnings from gas marketing companies, sector in a sweet spot

With rising crude prices, cost efficiency of natural gas, environmental concerns, policy framework changes and budget allocations, the gas distribution companies are positioned for a strong uptick in volumes.

Petronet LNG – Strong volume growth boosts performance

BUSINESS

Petronet LNG – Strong volume growth boosts performance

Higher volumes led to higher PLNG profitability with efficiency gains and margin improvement.

Aster DM Healthcare IPO – can give it a miss

BUSINESS

Aster DM Healthcare IPO – can give it a miss

The issue stands fully priced in which leaves little on the table for the investors, limiting any near term upside.

Coromandel International – Healthy Q3, outlook positive

BUSINESS

Coromandel International – Healthy Q3, outlook positive

The fertiliser and nutrient segment saw a healthy 2.4 percent uptick in the margins.

PI Industries Q3: Roadblock in an otherwise long-term growth story

MONEYCONTROL-RESEARCH

PI Industries Q3: Roadblock in an otherwise long-term growth story

With continued commercialization of new products, strong orderbook line up, global agrochemical recovery, clearing up of inventory channels and a conducive domestic agri environment, we expect growth to pick up at PI in FY19

Budget 2018 - what it means for Indian Agriculture

SECTOR

Budget 2018 - what it means for Indian Agriculture

The focused budgetary measures directed at rural India aim to realize the 2022 goal and give the desired push in an election year –thereby killing two birds in one shot.

Rallis India Q3 – Price pressure dampens volume uptick

BUSINESS

Rallis India Q3 – Price pressure dampens volume uptick

Continued improvement in revenue & volumes and benefits from parent company’s restructuring make Rallis India a quality stock to accumulate gradually.

Hindustan Oil Exploration Company – stellar Q3, performance to improve

BUSINESS

Hindustan Oil Exploration Company – stellar Q3, performance to improve

The Assam block is now contributing significantly towards revenues and profitability and the company plans to improve volumes rapidly.

ONGC HPCL deal – valuation premium for synergies or to plug the fiscal gap?

SECTOR

ONGC HPCL deal – valuation premium for synergies or to plug the fiscal gap?

The current market valuation of a 51 percent stake in HPCL stands at roughly Rs 32,000 crore, that too at a time when markets are at an all-time high.

A 5-point roadmap to doubling farmer income by 2022

SECTOR

A 5-point roadmap to doubling farmer income by 2022

India is looking to double farmer income by the 2022, a plan which many experts feel is ambitious. Yet, with proper implementation of rural reforms, the target may still be within reach.

GST on gas: A win-win for both gas transmission cos as well as end-users

MONEYCONTROL-RESEARCH

GST on gas: A win-win for both gas transmission cos as well as end-users

Last few days have seen a lot of noise around the inclusion of natural gas under the GST tax regime. With keen interest from oil ministry in support for the proposal, it seems like the next big topic for the GST council meeting.

GDP – recovery or a post GST bounce?

BUSINESS

GDP – recovery or a post GST bounce?

GDP showed a recovery at 6.3 percent vs 5.7 in Q1FY18. A closer look at the GDP deflator shows that while there is a sequential rise, it is still lower than its peak and thereby hinting at sub-optimal demand in the system

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