Sector

Radico Khaitan is extracting a good price for its premium drive

The stock is valued at 60 times estimated FY24 earnings, not significantly lower than United Spirits

Chart of the Day: How Zomato’s membership gambit revived growth

Average monthly transacting customers on the food delivery platform rose sequentially for the second consecutive quarter

NTPC’s higher capex plans should reassure BHEL investors

The thermal capacity awards target has been raised to 11,200 MW from 7,200 MW

Revenue guidance has been lowered, but growth in GCCs is a long-term opportunity: Amit Chadha, LTTS CEO

India’s share in the global ER&D sourcing market is expected to increase more than three-fold by 2030, says LTTS CEO

UPL Q2 FY24: A quarter where the bad turned ugly

High channel inventory, dismal pricing, weak cashflows, high leverage – all came together to hurt the overall business. In fact, a lot of things will have to improve before we could see a reason for any rerating

Chart of the Day: How Cipla built a billion-dollar US business in a decade

The company’s US revenues are projected to move closer to $900 million in FY24 and $1 billion in FY25, up from $148 million in FY15

Mamaearth IPO: Are you paying the right price to look good?

Honasa is trading at a valuation in line with its peers in similar businesses notching up significantly higher margins

Rallis India: New opportunity in the offing

Long-term business potential is not affected by near-term headwinds

Tech Mahindra’s dismal Q2 calls for reset of investor expectations

Industry headwinds and company specific issues can lead to weak performance in the near term

Sharda Cropchem’s weak result has a cautionary message for UPL investors

Agrochemicals' revenues plunged in Q2 on steep price erosion in international markets

Sharda Cropchem continues to wobble

The near-term outlook is rather weak and doesn’t present an appealing investment opportunity

IndusInd Bank Q2 FY24: Eyeing a stronger second half

The bank has multiple levers in place to drive RoA expansion

Domestic pharma sales pick up in September, but not enough to lift Q2 sales

Despite witnessing a late recovery in September, domestic pharma sales moderated sequentially in Q2, which is likely to put pressure on the July-September earnings of drugmakers

Sumitomo Chemical India: Limited opportunities in the near term

A company with a healthy balance sheet and an R&D-focused parentage, but growth in the exports market will be slow

Infosys Q2 FY24 – Decent quarter marred by weak guidance

As FY25 promises to be good, the lowering of guidance for the current fiscal won’t have much impact on stock

HCL Tech Q2 FY24 – Why a buy idea now?

Encouraging outlook for second half, traction in margin, and record order inflows augur well for the company

Pharma Q2 growth in India slows, hopes hinge on US  

Growth in the Indian pharma market slowed to 7 percent in Q2 of FY24 from 8.5 percent in Q1

As diagnostics price wars ease, some new-age holdouts keep up pressure on older rivals

Analysts said the race to the bottom seems to be over and there appears to be a clear shift in the sector, with prices increasing gradually

Zensar – Is the stock reflecting excessive optimism?

Margins to moderate but growth potential high, given the small size of the company

Chart of the Day: How TCS returns large amount of cash every year to shareholders

Total payouts by TCS increased by 9.6 percent per annum in the past four years to Rs 42,079 crore in FY23

Dhanuka Agritech: The overcast condition is clearing

Growth opportunities have become more visible now and short-term concerns weigh less

Chart of the Day: Hospitals trump other sectors in credit upgrades

Healthcare sector saw higher upgrades in the last 18 months helped by the rise in hospital bed occupancy and realisations

Fortis and Apollo: Scale economics underpins Kolkata acquisitions

Expansion plans of hospital chains are centred on building large format facilities and business clusters

How large cap IT can diverge from Accenture on order wins

Infosys, TCS, HCL have won several large projects in Q2 with total revenue potential of more than $1 billion