Sector

Near term earnings certainty gives JSW Energy an edge over Tata Power

Low international coal prices are constraining Tata Power’s earnings growth outlook

Jindal Steel and Power: Well-placed for FY25

JSPL is focusing on higher-margin products and aggressively working towards capacity expansion

Chart of the Day: Focus on fewer products in the US is yielding good results for Indian pharma

Companies sought fewer approvals for generic drugs in 2023 even as they stepped up focus on complex products

A ray of hope for gas-based power plants

Utilisation levels of gas-based power plants increased to 20.4 percent in April from 13.6 percent in March and the year ago period

Chart of the Day: April thermal power plant utilisation levels highest in 13 years

Thermal power generation grew by about 9 percent for the fourth consecutive month in April 2024

Coforge's Cigniti acquisition faces valid scepticism

By way of comparison, note that, amid a business slowdown, LTIMindtree is finding it difficult to achieve merger synergies

Coforge Q4: A large acquisition overshadows a decent quarter

Near-term jitters may be an opportunity for gradual accumulation of the stock for the long term.

Well-run SFBs can look to shed the 'small' tag

While only one small finance bank meets all the criteria for conversion to universal bank in FY25, others may become eligible by FY26

New capacities to help hospitals outpace pharma in FY25

While hospital chains are expanding capacity at a healthy rate, key growth drivers of pharma companies are showing signs of moderation

Chart of the Day: The AI threat to IT outsourcing spends

Business enterprises are increasingly looking to save costs deploying artificial intelligence and automation tools

Apollo Hospitals’ pharmacy business moves to the right track

The company achieved EBITDA breakeven in AHL, its pharma business, one quarter earlier than estimated

Coromandel International: Weak Q4, new businesses yet to make a mark

Subsidy rates for the 2024 Kharif cropping season will be the key factor to watch

MC Pro Quick Take | HCL Tech Q4 FY24: In-line revenue, but weaker margin and guidance

Revenue performance in-line, but tad weaker margin and guidance

IndusInd Bank Q4 FY24: no surprises; valuation attractive

Good quarter on the back of strong loan growth and better asset quality

Task cut out for Rallis India's new CEO

The new CEO will have to address the structural issue of subdued revenue growth and sagging profit margins

Chart of the Day: Sluggish volumes in domestic market should worry pharma investors

Volumes contributed just 0.7 percentage points of the 7.6 percent growth of Indian pharmaceutical market in FY24

A slow unwinding of COVID excesses at Wipro, Infosys

Annual profit margins remain below pre-pandemic years despite the recent improvement

For Indian fliers, it's back to the era of steep fares, limited flight options

Grounding of aircraft due to maintenance, pilot unavailability, shoddy planning are some of the aviation sector’s problems that threaten to continue and bother passengers

IndiGo's market-share steady in Q4 despite grounding of aircraft

The company’s market share in India remained steady at around 60 percent in January-March 2024

Normal monsoons will go a long way in reviving agri-inputs industry

Limited water availability has adversely impacted rabi crop season in Southern states

Chart of the Day: Pharma exports to US surpass COVID highs

Exports in the eleven months to February 2024 are up 15 percent from the year ago period

Two red flags for Indian IT from TCS' Q4 results 

The company’s key growth engines are not yet firing on all cylinders

India’s coal power project pipeline is biggest in the world outside China

The pre-construction capacities are estimated to have risen to 46,033 megawatts

Chart of the Day: Thermal power plant equipment ordering gathered pace in FY24

Ordering activity revived in thermal power and transmission sectors after a prolonged period of sluggishness