Sector

Chart of the Day: India’s electricity demand set to outpace China and world

As per IEA, India is estimated to add additional electricity demand equivalent to the current consumption of the United Kingdom over the next three years

Why India’s consumption expenditure data should cheer investors

The data is a nascent indicator of India’s long but steady journey towards becoming a wealthier nation with implications for varied consumption categories

VIP Industries: Can it be trusted in your investing journey?

The management’s revival strategy and strong macro make the stock worth carrying for long-term investors

Hindalco: Listing of Novelis in the offing

Novelis generates 60 percent of EBITDA for Hindalco. It will not receive any proceeds from the sale of shares by its shareholders

For PTC India, inferior sales mix can undermine market coupling benefits

The short term electricity trade business is less profitable than medium term and long term contracts

Chart of the Day: Capgemini, EPAM results point to weak H1 2024 for IT services

While EPAM expects revenue to decline in January-March, Capgemini projected a slower revenue growth in 2024 vis-a-vis 2023

Gland Pharma’s Europe acquisition leaves a bad aftertaste for investors

The weak performance at Cenexi is constraining Gland Pharma’s earnings expectations

Aarti Industries: Strong volume growth ahead

Sequential improvement in top line backed by improved demand visibility

How fast-growing chronic drugs are reshaping the Indian pharma market

Pharma companies are increasing focus on chronic medicines as this category of drugs continues to outperform the Indian market

Coal India: Higher volumes, e-auction prices support higher Q3 earnings

Price hikes in the FSA segment are keenly awaited by the Street

Chart of the Day | The Red Sea crisis is hurting Indian companies

The Drewry World Container index, which tracks spot container freight rates, is up 90 percent from the year-ago period

Max Healthcare sets the bar high for Apollo Hospitals, Fortis Healthcare

Max’s operating metrics are superior chiefly due to its hospitals being concentrated in the Delhi NCR region and focus on higher margin-yielding specialities

Rising utilisation levels point to a good summer for thermal power producers

Utilisation levels in January 2024 surpassed 2023 highs indicating demand uptick

Merger with MCFL to add pace to Paradeep Phosphates’ marathon run

The proposed combined entity is likely to emerge as a pan-India fertiliser company.

Entero IPO: Should investors pop the flotation pill?

The company will have to scale up its top line manifold to be able to protect its profitability

Chart of the Day: Mankind Pharma’s focus on chronic therapy drugs is yielding growth benefits

The company’s domestic business continues to grow at a faster pace than the India pharmaceutical market

UPL gets stuck in a global maelstrom of inventory overload in chemicals sector

The business is expected to normalise only from July-September (Q2 FY25) onwards

Consumption, agriculture sectors in the spotlight, post interim Budget

Rural recovery looks imminent on the back of higher government spending and lower inflation

Modi's Budget keeps agrochem sector on a fertile pitch

Some much needed initiatives announced by the government for the agriculture sector

MC Pro Quick Take: Sun Pharma’s US sales outpace Dr Reddy’s, Cipla in Q3

Sun Pharma’s specialty drugs business continue to grow at a brisk pace, helped by ramp-up of key products

Is AU Small Finance Bank a good buy, post the steep fall?

An uptick in the RoA will be gradual as the bank continues to invest for the future

Syngene: Weak funding environment leads to a soft patch

The research division proves to be a drag while manufacturing turns out to be the saviour

Axis Bank Q3 FY24 – Steady amid mounting deposit challenges

Scope for near-term RoA expansion looks limited though long-term story intact

Budget Snapshot: Defence capex sees renewed thrust

The government managed to increase the capital outlay on defence services despite a rapid rise in defence pensions.