Sector

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

India-Saudi Arabia power grid pact to accelerate shift towards renewable energy

This sharing of power resources across regions via subsea cables can prove critical to India’s long-term economic and energy security goals

Krsnaa Diagnostics: Approaching an inflection point

The company has a solid and differentiated business model, with promising growth potential

Chart of the Day: India’s peak power demand rises at fastest pace in over a decade

Peak electricity demand grew at an average annual rate of 6.7 percent between 2019 and 2023, higher than 5.3 percent in the previous four years

The upward trajectory of India-Saudi Arabia ties continues

Since Modi's visit in 2016, the relation between the two nations has seen progress in various areas including defence and trade

Is there more juice left in the stock of Equitas Small Finance Bank?

A combination of strong earnings growth and potential for valuation rerating makes it a good long-term candidate

G20 Summit: India to push for future alliance to spread digital success stories

OFA will look at building capacity by providing funding, offering technical assistance and synergising global efforts in the domain of DPI

What keeps us constructive on this carbon black manufacturer?

The company is benefitting from supportive geopolitics and domestic demand

Chart of the Day: Falling fertiliser prices to lighten government subsidy bill

Price of widely used urea dropped 52.7 percent in June 2023 quarter 

Silicon Valley titans’ plan to build utopian city in California faces hurdle

According to various news reports, LinkedIn co-founder Reid Hoffman, philanthropist Laurene Powell Jobs and venture capitalist Marc Andreessen are among the tech tycoons behind Flannery Associates

Mission Aditya L-1: ISRO gets a helping hand from European Space Agency

Apart from deep space communication services, ESA will also provide support from all three of its 35-metre deep space antennas in Australia, Spain and Argentina to Aditya-L1

Gokaldas takes Africa route to sidestep US duties

Atraco’s manufacturing units has duty free access to US, Europe and enjoy low labour costs

KIMS: A guidebook for investors after the stellar stock run

KIMS is well-positioned to seize the growing demand for healthcare facilities in the country. Timely execution and ramp-up of new projects will be key.

CarTrade Tech’s focus on profitability at OLX soothes investor nerves

OLX has wide reach and can strengthen CarTrade’s automobile business

Vijaya Diagnostic Centre: A wider footprint with an eye on margins

Steady growth profile, strong regional presence, and a higher focus on radiology give the company an edge in a highly competitive industry.

VIP Industries: How should investors position themselves?

The luggage company has hit an air pocket as it is losing market share in the value segment and its Q1 numbers are weak

Chart of the Day | Rail freight traffic growth decelerates to pre-COVID levels

Total volumes grew just 1.5 percent in July 2023 indicating subdued business trends in logistics sector