Moneycontrol PRO

Vatsala Kamat

Senior Associate Editor

Moneycontrol

Export scheme RoDTEP halved, cotton textile mills to bleed

BUSINESS

Export scheme RoDTEP halved, cotton textile mills to bleed

RoDTEP reduction will raise costs for cotton textile mills, making them less competitive in global markets

ABB: Investors ignore margin squeeze as order flows rev up

BUSINESS

ABB: Investors ignore margin squeeze as order flows rev up

ABB India’s revenue reflects a decent sectoral mix of order flows, but the operational issues continue to weigh on profits

After a dull Q3, will battery makers rev up their show ahead?

TECHNOLOGY

After a dull Q3, will battery makers rev up their show ahead?

Buoyancy in auto sector has helped offset pain from lower exports and elevated lead prices

Moneycontrol Pro Panorama | Automakers’ outperformance story, unplugged!

BUSINESS

Moneycontrol Pro Panorama | Automakers’ outperformance story, unplugged!

For this edition of Moneycontrol Pro Panorama: PSU banks poised for capex-led credit growth, rising gold and silver prices squeeze jewellery margins, export growth boosts domestic CV makers’ earnings, and more

Export surge fuels domestic CV makers’ earnings prospects

AUTOMOBILE

Export surge fuels domestic CV makers’ earnings prospects

Large-sized orders reflect the acceptance of made-in-India automobiles both in the commercial and passenger segments, mainly on home-grown technological platforms

Multiple tailwinds driving a strong upcycle in CVs

BUSINESS

Multiple tailwinds driving a strong upcycle in CVs

The domestic demand for commercial vehicles is supported by healthy fleet utilisation, freight movement and truck rentals

Moneycontrol Pro Panorama | Quest for fair value gets tougher in the AI world

BUSINESS

Moneycontrol Pro Panorama | Quest for fair value gets tougher in the AI world

In this edition of Moneycontrol Pro Panorama: US trade deal offers upside beyond immediate recovery, Mamata Banerjee's legal intervention helps reset political narrative, rising credit risks make asset quality a key concern, legacy automakers regain ground as two-wheeler demand expands, and more

KEC International: Robust order flows, but weak execution weighs down margins

BUSINESS

KEC International: Robust order flows, but weak execution weighs down margins

Execution delays and time taken on claims settlement are a drag on profitability

Lower US tariffs, EU market access: Double bonanza for Indian auto parts makers

BUSINESS

Lower US tariffs, EU market access: Double bonanza for Indian auto parts makers

Lower US tariffs, EU market access: double bonanza for Indian auto parts

Indo-US trade deal: Timing couldn’t have been better for India’s struggling textile exports

BUSINESS

Indo-US trade deal: Timing couldn’t have been better for India’s struggling textile exports

India’s cotton textiles were grappling with potential loss of share in the large US market and rising costs on home turf 

Will data centres become the new infrastructure hotspot, post Budget?

BUSINESS

Will data centres become the new infrastructure hotspot, post Budget?

The tax holiday for data centres will enhance India’s competitiveness in the global landscape and spur capex in related sectors too

Centre keeps foot on capex pedal, provides incentives for private sector to step up

BUSINESS

Centre keeps foot on capex pedal, provides incentives for private sector to step up

With few signs of animal spirits reviving in private sector capex, the Budget spelt out innovative financing measures and new areas of growth to sustain momentum

Moneycontrol Pro Panorama | Economic Survey calls for bolder bets by India Inc in new global order

BUSINESS

Moneycontrol Pro Panorama | Economic Survey calls for bolder bets by India Inc in new global order

For this Moneycontrol Pro Panorama edition: Economic Survey urges India Inc to rethink risk and productivity, rupee strength masks deeper macroeconomic vulnerabilities, bond markets brace for fiscally disciplined Budget, banks face funding pressure as deposit growth lags, and more

Big realty firms Q3 results show some cracks in luxury home sales

BUSINESS

Big realty firms Q3 results show some cracks in luxury home sales

Big realty firms Q3 results show some cracks in luxury home sales

Moneycontrol Pro Panorama | Greenland issue thaws, but financial markets on thin ice

BUSINESS

Moneycontrol Pro Panorama | Greenland issue thaws, but financial markets on thin ice

In this Moneycontrol Pro Panorama edition: India gains prominence as global trials diversify, trade tensions and yen moves pressure rupee, investors retreat as US economic confidence weakens, positive signals hide deep stress in affordable housing, and more

Budget Snapshot: Optimism masks the struggling affordable housing story

BUSINESS

Budget Snapshot: Optimism masks the struggling affordable housing story

The need of the hour is to correct the divergent trend between rising luxury home sales and a struggling mass housing segment

With no tariff break, textile mills grapple with falling fortunes

BUSINESS

With no tariff break, textile mills grapple with falling fortunes

Reinstating 11% import duty on raw cotton has seen local prices move up in tandem, eroding profitability of cotton spinning mills already reeling under steep US tariffs

Moneycontrol Pro Panorama | What do early results signal? Is the worst behind IT?

BUSINESS

Moneycontrol Pro Panorama | What do early results signal? Is the worst behind IT?

For this Moneycontrol Pro Panorama edition: Geopolitics strain alliances over Greenland’s resources, low inflation contrasts with strong policy messaging, infrastructure spending to support cement demand, and more

Budget Snapshot: Need for sops to rev up EV adoption remains

AUTOMOBILE

Budget Snapshot: Need for sops to rev up EV adoption remains

Global car buyers are putting the brakes on adoption of electric vehicles, with many shifting back to internal combustion engines

Cement sector banks on infra push in Budget as pricing pressure looms

INFRASTRUCTURE

Cement sector banks on infra push in Budget as pricing pressure looms

The weakness in cement prices, amid input cost pressures and rupee depreciation, is a challenge for expansion in profit margins

Moneycontrol Pro Panorama | Which way will Indian equities swing in 2026?

BUSINESS

Moneycontrol Pro Panorama | Which way will Indian equities swing in 2026?

For Moneycontrol Pro Panorama edition: India takes a divergent fiscal approach than ASEAN states, domestic demand underpins economic growth recovery, festive demand boosts auto sector earnings outlook, political risks cloud gig economy startups, and more

Post-festive sales surge drives earnings upgrade in auto sector

AUTOMOBILE

Post-festive sales surge drives earnings upgrade in auto sector

Sharp GST cuts that fired up auto sales and rate cuts are tailwinds that are revving up sales across vehicle segments

Margins crack raising financial viability concerns for road construction firms

BUSINESS

Margins crack raising financial viability concerns for road construction firms

Large sized firms are better poised to weather the risks arising from high competition, weak order flows and long working capital cycles

REITs accelerate institutional money flows in India’s office realty market

BUSINESS

REITs accelerate institutional money flows in India’s office realty market

REITs have delivered stellar returns of about 40-50 per cent from healthy assets in the office property market

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