BUSINESS
What do leading monsoon indicators suggest for this season?
Most forecasts indicate a low likelihood of an El Niño phase in the next three to five months, which should be good for the rural economy
BUSINESS
Bharat Dynamics: Strong execution drives growth amid margin pressures
The company’s robust order book, growing export potential, and aggressive capacity expansion plans underpin its long-term growth trajectory
BUSINESS
Hindustan Aeronautics: Execution strength, order pipeline to ensure growth
Anticipated contracts for LCA Mark 1A, Light Combat Helicopters, Advanced Light Helicopters and the like, and improving visibility stand the company in good stead
BUSINESS
How does oil supply dynamics shape up in the new world order?
Weak consumption trend can depress oil prices as supply is poised to increase
BUSINESS
Cochin Shipyard: Growth prospects brighten amid capacity expansion
The focus is on expanding capabilities to manage larger and more technologically advanced vessels
BUSINESS
Mazagon Dock Shipbuilders: Execution strength, order pipeline to ensure growth
The company’s focus remains on executing existing orders and maintaining margins
BUSINESS
Garden Reach Shipbuilders: Strong order pipeline to support higher valuations
The company has a strong earnings visibility and its execution track record is impressive
BUSINESS
MTAR Technologies: Strong earnings visibility, robust order pipeline to support valuation
Operating performance improved YoY in the third quarter but there was a sequential decline
BUSINESS
Data Patterns: Short-term uncertainties dog the company
Growing order book, international expansion, and a debt-free balance sheet to aid long-term growth
BUSINESS
Budget 2025: Agri sector expects more reforms, measures to boost rural income
Last year, the government set a target of bringing 1 crore farmers into natural farming through the National Mission on Natural Farming within two years. We believe more such steps could be in the offing.
