Dear Reader,
The Panorama newsletter is sent to Moneycontrol Pro subscribers on market days. It offers easy access to stories published on Moneycontrol Pro and gives a little extra by setting out a context or an event or trend that investors should keep track of.
Strategic planning alone cannot ensure the success of a company. But without one, a company can lack direction and fumble on resource allocation. Hence, it is important for investors to track business plans of companies.
This is the time of the year when companies share updates on business strategies. Successful execution of these will play a determining role in gains accruing to shareholders.
Here are a few examples. Bajaj Finserv and Coromandel International caught investors’ attention with aggressive growth plans. Bajaj Finserv aims to double revenue and net earnings by 2030 by expanding new business lines and scaling up its customer base. Coromandel aims to double its agrochemicals business, diversify its revenue mix and deepen backward integration of its manufacturing plants.
On Monday, L&T said it is bringing all its real estate activities under its unit L&T Realty Properties. L&T Realty will pursue an independent growth trajectory and aims to emerge as India’s most sought-after real estate brand in five years says L&T’s management.
Separately, in a meeting with analysts, Bharat Forge alluded to its large defence sector order book and steady growth in the business segment. “Management has indicated that defence is likely to evolve as a long-term sustainable growth story as Bharat Forge has developed capabilities across multiple platforms,” analysts at Motilal Oswal said in a note.
Calendar year-end updates are more prevalent in the IT sector and two companies have already conducted their investor meets.
Midcap IT services firm Coforge exuded confidence about business growth and is targeting to reach $2 billion annual revenues in the next few quarters. The company refrained from providing specific targets. However, the management expects its proactive approach and value proposition to help Coforge garner more customer spends. You can read our research team’s recent update on Coforge here.
Tech Mahindra highlighted its focus areas and progress that it has achieved on its revival plan after a change in management.
Of course, business plans are not sacrosanct and are prone to disruptions. Companies can underachieve, postpone or abandon the set targets. Even so, the updates provide vital information on management thinking and the current business environment for investors.
Investing insights from our research team
IndiGo’s stock — Will it take off or stay grounded?
Can Baazar Style Retail keep growing at this pace?
Tracker
Pro Economic Tracker | Auto sales, consumer sentiment weaken, labour participation improves
What else are we reading?
Data Story: GDP numbers show several sectors suffering from deflation
India Inc’s interest cover peaks, but the real story may be weak demand
Chart of the Day: New products, price hikes keep up the growth momentum for Indian pharma
China's $1 trillion trade surplus: How a domestic demand crisis became the world's problem
The US National Security Strategy signals a new pivot: Asia must now hedge
Trading Psychology 101 – What makes a successful day trader?
Investors bet Fed, ECB headed in opposite directions on rates (republished from the FT)
Delivery Diaries: India’s Changing Plate: A new era of food preferences
Manish Tewari’s Anti-Defection Bill: A sensible call to rethink the whip culture
Insolvency process needs to be retooled to meet the resolution deadline
West Bengal Polls 2026: SIR politics and voter purges raise new risks for Mamata Banerjee
Rajasthan’s ‘Shaurya Diwas’ rollback and the politics of polarisation
Markets
LRS outflows surge 25x in a decade, while investments through LRS grow 8x
Technical Picks: ADANIPORTS, RALLIS, JAMNAAUTO, BHEL, POLICYBZR
R Sree Ram
Moneycontrol Pro
Discover the latest Business News, Sensex, and Nifty updates. Obtain Personal Finance insights, tax queries, and expert opinions on Moneycontrol or download the Moneycontrol App to stay updated!
