Sector

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

Why are we equal-weight on these two fertiliser stocks?

While the long-term business growth strategy remains promising, the near-term environment remains quite challenging

North America to continue to drive earnings of pharma companies

US sales are projected to grow at a faster pace than Indian sales in Q4 FY24

Growth momentum intact at PI Industries

PI’s business remains shielded from the sensitivities attached to the agrochemical business

Investor message to FMCG companies in FY25: Get off your backside

While premium and discretionary categories are doing well, staples are in the doghouse. Listed companies are blaming it on unfavourable macros, but the Street is getting tired of these excuses

Depleting water levels at reservoirs signal difficult times for agri-input providers

The impact is already visible on tractor sales. Paddy and pulses cultivation declined in 2023-24 rabi crop season

How Indian pharma can score high on the innovation scale

India's rise as an economic superpower will be incomplete if it does not have a thriving healthcare industry, founded on innovation and not merely focused on making generic products

Discovery Series | Rainbow: Can this niche play on healthcare shape up your portfolio?

Huge room to benefit from the synergies between paediatric and maternity care services

Chart of the Day: The remarkable rise in fuel inventories at coal power plants

Coal power plants have fuel inventories equivalent to 17 days of consumption versus 12 days in the year ago period

Prince Pipes: Aquel buyout a positive for bathware, but core business recovery in focus

Total revenues declined by 6 percent in 9M FY24 as pipes business faced market share loss

Krsnaa Diagnostics presents a reasonable risk-reward opportunity

The business has ample room for expansion and the ongoing revenue growth trend should continue into the next fiscal year

Higher incentives for thermal power plants a boon for NTPC

The final tariff norms for FY24-FY29 are not vastly different from the draft proposals and they incentivise electricity generation during peak demand hours

Chart of the Day: How IT stocks gathered more steam in spite of earnings cut

The NSE IT index has gained by 28.5 percent in the last one year even as analysts pared earnings estimates for most major companies

How LTIMindtree lost its growth mantle, post merger

LTIMindtree is unlikely to outperform large IT services companies in FY24 the way it did in FY23 or before

Dhanuka Agritech: Why it presents a buying opportunity

Given the indication of a normal monsoon this year, the domestic agrochemical market is poised to do well

Weekly Tactical Pick: Is this PSU stock a rock or a diamond?

Rising power demand bodes well for this company

Pharma stock valuations out of sync with normalising market growth

While shares of India-focused drug companies re-rated, growth in domestic pharma market is returning to pre COVID levels

Chart of the Day: Coal power plant utilisation levels jump to decade highs

Thermal power generation grew by a strong pace for the third consecutive year

Euphoric Tata Chemicals investors should not ignore earnings headwinds

Prices of soda ash, a key product of Tata Chemicals, are declining on excess supplies in the market

Falling cost, government incentives to fast-track rooftop solar installations

The solar photovoltaic power costs declined by 23 percent in 2023 amid abundant supplies

R K Swamy IPO: Should you get creative with your portfolio?

Marketing agencies have gained significant importance in today’s world and there is huge growth opportunity for this industry

Why Suven Pharma’s investors are excited about Cohance Lifesciences

The current vendor diversification drive by big pharma is driving large business opportunities for Indian CDMOs

Manappuram Finance: Who should own this stock?

Proposed microfinance IPO and reasonable valuation could be a big draw for risk-takers

The billion-dollar drug market that is powering pharma stocks

The quarterly US sales run rate of 13 listed pharma companies increased to $2.4 billion in FY24 from $2.1 billion in FY23