Sector

Budget 2024: How Indian Railways smartly improved passenger revenues

Budget 2024: Revenues from passenger services exceeded pre-COVID levels despite a gradual recovery in rail passenger volumes

TCS Q3 FY24 – Does good execution make it a 'buy'?

Earnings growth to be in mid-teens and there is headroom for margin improvement

Budget 2024: Infrastructure - Government likely to continue capex push

While this will be an Interim Budget, the overall mood is that the government will continue to spend, particularly because private capex is at a nascent stage and there is buoyancy in government revenues

Budget Snapshot | Benign raw material prices to keep fertiliser subsidy bill in check

Despite the rise in late 2023, raw material prices are notably lower than the 2022 highs

Budget 2024: Budget should push round-the-clock electricity generation capacity

Budget 2024: After falling to miniscule levels in 2018-2020, peak power deficit rose to an eight-year high in 2022-2023

For diagnostic companies acquisitions have become integral to growth strategies

Vijaya Diagnostic Centre’s latest acquisition follows similar moves by Dr Lal PathLabs and Metropolis Healthcare

Rising demand for windmills improve project pipeline for Suzlon, Inox Wind

Both Suzlon and Inox Wind reported large order wins in December 2023

Why this NBFC is an ideal bull market stock?

There are near-term tailwinds for the gold loan business, while non-gold is doing the heavy-lifting

Will CESC’s pivot towards green energy resolve its valuation woes? 

CESC is the least valued stock among the large electric utilities

Innova Captab IPO: A pricey contract manufacturer

The prime driver of growth is the volume visibility from contract duration, which is typically in the range of 2-5 years

IT firms’ order books lose relevance amid spending cuts by clients

Accenture’s revenue growth decelerated despite steady order inflows

Have Indian IT stocks rallied way ahead of fundamentals?

Accenture earnings report flags the pockets of concern, going forward

Chart of the Day: India’s coal usage and production outpace China, world

India’s usage of coal is projected to rise by 8.4 percent in 2023, much higher than 1.4 percent growth for the world

Credo (Mufti) IPO: Should you wear this fashion brand?

Despite mediocre top-line growth, Mufti has managed to show impressive growth in profitability

Indian pharma's growth expectations are trending downwards

The market grew by just 3.5 percent in November 2023. Lower price hikes and competition from generics are the main obstacles to higher growth

Unfavourable base drags domestic pharma sales growth to a low 3.5% in November

The domestic pharma's growth of 3.5 percent is the lowest monthly growth this year as a slowdown was seen across all key therapies

Crystal ball gazing: The winning investment themes for 2024

Renewables and export-oriented sectors such as chemicals, APIs, and IT figure among the eight themes for a rewarding investing journey in 2024 and beyond

PI Industries: Is value emerging or is it time to panic?

Pyroxasulfone has huge market demand and, given the patent protection for the next few years, we see limited impact on PI’s growth story

Why COP28 matters little for NTPC investors 

India’s dependence on coal-based power rose in April-November 2023 despite muted capacity additions

Solar project developers in a sweet spot over steady tariffs, falling costs

Solar module prices almost halved in the past one year

Max Healthcare: Should good health come at a cost?

Expansion plan supports growth momentum; however, valuations have turned quite high.

Will Bharat Electronics' annual orders surpass previous record?

The company received orders worth Rs 18,298 crore so far in FY24 against its annual guidance of Rs 20,000 crore

Aster DM Healthcare has its task cut out, post sale of GCC hospitals

The company should be able to close the gap in profit margins with India listed peers

Chart of the Day | The sticky problem plaguing IT services sector

Employee costs remain elevated despite a moderation in revenue growth