Sector

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

Vijaya Diagnostic Centre: Traction in new hubs adds to confidence

Focused on replicating its home market success in the eastern and western regions of the country.

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.