May 19, 2021 11:17 AM IST
H1FY22 performance would be impacted for both JLR as well as domestic operations. We expect recovery from H2FY22.
- May 18, 2021 08:37 PM IST
Federal Bank saw a good quarter with no hiccups on asset quality. Moderate restructuring lends comfort, with retail-focused book and stable deposit franchise being key positives for margin trajectory.
- May 18, 2021 10:54 AM IST
Given the challenges in the financial system plagued with asset quality woes and inadequate capital, we see Federal Bank as a long-term winner with its conscious approach to diversify and de-risk the asset book and build a solid deposit base.
- May 18, 2021 09:52 AM IST
The gains in Hyderabad Industries' stock price have been largely aided by valuation re-rating as market is catching up to the future business potential driven by changes in revenue mix.
- May 17, 2021 02:28 PM IST
The management highlighted that the railway segment is expected to do well on the back of a rising order book for rail modernisation
- May 17, 2021 10:46 AM IST
Just when it seemed that Covid tailwinds are waning for Cipla, the drug maker has repositioned itself for the opportunities emerging from the second wave of the pandemic
- May 17, 2021 10:39 AM IST
Along with Sputnik V and 2-DG, Dr Reddys has further strengthened its COVID opportunity, which makes it a worthy watch
- May 17, 2021 10:35 AM IST
The long-term macro drivers are in place for Safari despite the temporary disruption
- May 17, 2021 10:14 AM IST
Despite impact of second wave of COVID-19, the company has guided for 13-15 percent revenue growth in FY22 as it thinks the present crisis is short term and its impact would be lesser
- May 14, 2021 05:08 PM IST
Will fund managers and key employees in their own funds help investors in any way? Tune in to this episode of Simply Save to know more.
- May 14, 2021 12:10 PM IST
In terms of Fauci’s estimated threshold (70 percent) for herd immunity, India might reach that goal by mid-November.
- May 14, 2021 11:03 AM IST
In the medium term, the focus is likely to be on the inhalation and biosimilar categories for Lupin, with scale-up in both US and European markets
- May 14, 2021 10:04 AM IST
Over the past 12 months, Pidilite has seen notable improvements in market share as competitors are finding it extremely difficult to operate in an unprecedented business environment
- May 14, 2021 09:59 AM IST
With markets making a wild swing from despondency to euphoria last year, investors do not want to miss a recovery rally this time around and are exercising patience in the hope of a better second half
- May 14, 2021 09:08 AM IST
We would recommend booking the gains in Happiest Minds and adding the stock on decline in a volatile market.
- May 14, 2021 08:56 AM IST
RITES, a railway PSU, is a good play in a volatile market, offering valuation comfort
- May 13, 2021 11:00 AM IST
In the latest episode of the Setting Sail podcast hosted by Moneycontrol's Priyanka Sahay, Screwvala talks about the growth expected in the ed-tech segment, his vision for upGrad, his startup and how the second wave of the pandemic is impacting the corporates in India.
- May 13, 2021 10:10 AM IST
The KEC stock is still cheap at 12 times its fiscal 2023 estimated earnings, particularly in light of growth, strong balance sheet and orders in hand
- May 13, 2021 09:03 AM IST
The revenue mix improved considerably in Q4 owing to a higher contribution from the premium and the luxury segments, primarily aided by an upswing in demand from metros, Tier 1 and Tier 2 cities.
- May 12, 2021 03:30 PM IST
With positive flows in equity schemes in the past couple of months, mutual funds have turned saviour for equity markets as they are seen absorbing the selling by FPIs
- May 12, 2021 09:53 AM IST
Given the strong parentage of the Fairfax group, more than adequate capital, relatively better asset quality and high provisioning, we see CSB Bank continuing to grow its loan book at a healthy pace and and improve its return ratios in the medium term
- May 11, 2021 11:38 AM IST
While the valuation will appear to be optically expensive, investors should use the current weakness to buy into a growth play like L&T Infotech to ride the multi-year technology upcycle
- May 11, 2021 10:16 AM IST
With improved vaccination, the hotel industry is expected to reach pre-COVID levels by FY23
- May 11, 2021 09:34 AM IST
Earnings over the next couple of quarters could be bumpy owing to the continued headwinds from COVID-19 and accelerating cost inflation
- May 10, 2021 10:42 AM IST
Recent spike in share price of Praj Industries captures near-term positives