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
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
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
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
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
BUSINESS
Ambuja Cements: Structural rejig to drive superior returns
Capacity increase and operation cost reduction to aid profits in the long run
BUSINESS
Cotton textiles face warped road amid mounting tariff pressures
The government’s timely move to temporarily suspend import duties on raw cotton has given a leg up to Indian textiles at least for the near-term
BUSINESS
Nifty offers 12% upside on weak capex, stretched valuations: BofA's Amish Shah
Given the belief that capex growth will continue to disappoint, we are negative on anything linked to capex- steel, cement and the industrial sector, says Shah
BUSINESS
Data Story | Why the K-shaped recovery in consumption is likely to continue
A host of factors from inflation and weak wage increase have led to lower household savings
TRAVEL
Data Story | Domestic tourism is spicing up India's hotel sector across segments
Dependence on foreign tourists has waned. Differential in demand-supply of hotel rooms is likely to widen between FY25 and FY31 on the back of strong domestic travel
INFRASTRUCTURE
Chart of the Day | EPC firms’ working capital cycle deteriorates, margins slip
Slower execution of projects and payment issues mainly in roads sector put EPC firms in a tight spot
AUTOMOBILE
Rising lead prices apart, there are other posers to battery makers’ earnings
The ability to pass on lead price increase to customers and smooth transition to L-ion cells will determine profitability in the near term
INFRASTRUCTURE
Data Story | Why is Corporate India cautious on capital expenditure?
September quarter results show order flows growth for capital goods firms slowed, barring that of the power sector
BUSINESS
Multiple headwinds pose risk to ABB’s margin outlook
Apart from subdued order flows, margins could be weighed down by several factors including rising competition
TECHNOLOGY
Amid surging exports, Bajaj Auto has a bumpy ride on home ground
All eyes on the power-packed new motorcycle launches that should help Bajaj Auto move its market share higher
INFRASTRUCTURE
Chart of the Day | L&T’s rising overseas orders -- more to flow?
The IEA estimates that the Middle East could account for about 20 per cent of global hydrogen-focused renewable capacity by 2028
BUSINESS
Data Story: Long haul for e-buses to make a mark on Indian roads
E-bus penetration is rising but here’s why the rate of adoption is still abysmal
BUSINESS
Chart of the Day | What improved toll revenue, freight movement tell us
Steady rise in toll revenue reflects revised fees, efficient tolling, and higher share of heavy vehicles
TECHNOLOGY
What puts TVS Motor's profit growth in top gear
With sales growth stable and outpacing peers, TVS' profit margin expansion and market share increase should support the stock's rich valuations
BUSINESS
India's Economic Boom: A look beyond the GDP numbers at the structural challenges ahead
If growth is strong, if companies are investing and the government is also spending, then a demand resurgence should be seen and it should also show up in product prices. Why then is core inflation (which is demand side) so low? Why is urban demand relatively weak? Is there a challenge from cheap Chinese imports?
BUSINESS
Bharat Forge finds strength on home ground even as de-risking strategy pays off
Timely India-centric strategy and de-risking business into non-auto segments augurs well in times of global trade tensions
BUSINESS
Chart of the Day | Can the world break China’s dominance over rare earths?
Countries including the US and Europe are committing billions of dollars to rare earth mining/refining
INFRASTRUCTURE
WPI linking factor to take a toll on road asset returns
Lower linking factor can also lower the debt-service coverage ratio that could be a challenge for operators who are highly leveraged
BUSINESS
Why are stock prices lagging performance in listed realty firms?
Strong home sales in the premium segment at elevated prices dominate the real estate landscape, but growth rates are coming off
