Sector

Will Indian agriculture get disproportionate attention in the upcoming Budget?

India primarily remains an agrarian economy and specific, achievable goals need to be set to allow the sector to flourish

New government's focus should shift to renewable project mix

Renewable energy projects that can cater to peak electricity demand should be encouraged and scale up

A slow opening of AI opportunities for investors in India

In the absence of AI-specific companies on Indian stock markets, investment opportunities are largely seen in IT services providers

Can Tata Steel be a rewarding bet in FY25?

India operations are likely to perform better; global demand key to watch

Tata Steel: Weak Q4 FY24, but risk-reward favourable for FY25

India operations are likely to perform better going into FY25. Global demand is key to watch

NMDC: Weak Q4 earnings, near-term concerns remain

The company took multiple price hikes, but EBITDA margins dropped because of multiple factors

Hindalco reports strong earnings growth in Q4

Aluminum prices are seeing an upward trend because of the tightness in global supply and US and UK sanctions on Russia

PI Industries: New products, pharma to define medium-term growth

PI has guided to a 15 percent top-line growth and 24-25 percent EBITDA margin in FY25

Rainbow: Q4 FY24 weaker than expected; ramp-up of new hospitals is key

The company is best-placed to benefit from the synergies between paediatric and OB-GYN segments

Chart of the Day: Water levels at reservoirs drop sharply ahead of the crucial monsoon season

Water levels declined by about 20 percent for the second consecutive week in May

JSW Steel ends FY24 on a mixed note — top line grows, net profit tumbles

A lot of drivers are in place for an improved performance in FY25

Shocking Moments When Slovak PM Robert Fico Was Shot | PM No Longer in a Life-Threatening Condition

Slovak Prime Minister Robert Fico suffered life-threatening injuries on Wednesday when he was shot and wounded in an attempted assassination that stunned his small Central European nation and drew a chorus of international condemnation.

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