Sector

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

Diagnostic players shun discounts, opt for the premium route

Most new-age diagnostic players moved away from heavy discounts and are now raising prices. With this, the difference in pricing between incumbents and established players is narrowing and moving towards a level-playing field

Sharda Cropchem: Why are we playing it safe?

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

How Mankind Pharma is consistently outperforming the Indian drug industry

Focus on chronic therapy drugs, consumer healthcare business and large brands are helping the company

Chart of the Day | For Coal India investors, rising demand runs counter to doomsday predictions

The electricity sector's coal requirement alone is projected to cross one billion million tonnes (MT) in FY30, up from 723 MT in FY22

NTPC trumps Power Grid in growth, but lags in investor love

NTPC is projected to grow faster than Power Grid Corp of India in the near term

Chart of the Day: Record imports to keep a lid on edible oil prices

The threat of El Nino and soft international commodity prices have prompted domestic traders to step up imports of edible oils in the current marketing year 

Tech Mahindra’s rebound trade has gone too far 

The stock valuations of Tech Mahindra are at par or slightly lower than TCS and Infosys  

Weak acute drug sales pose risk to Indian pharma’s growth tempo 

Growth in the Indian pharmaceutical industry slowed to 5.8 percent in August

Zaggle IPO: Should you subscribe to it?

Zaggle doesn't have a comparable listed peer in India. Its international peers generate significantly higher margins, but trade at a lower valuation