Sector

LTIMindtree exudes cautious optimism

The company is ready to make the most of the multi-year technology spending opportunity

Indian pharma market records a blip, but stays the course for fresh rally

A delayed monsoon and reduced demand for acute products impacted the industry briefly, but analysts expect the sector to sustain double-digit growth figures for the year.

Chart of the Day | Thermal power plant utilisation levels steady, despite moderation in demand

Utilisation levels of thermal power plants exceeded 70 percent in April-June this year

IT firms’ generous payouts under threat as slowdown begins to bite

Amid the deceleration in growth rates, it will be tough for the companies to maintain the generous payouts of recent years.

KIMS: A structural growth story with well-oiled levers

KIMS is well-positioned to seize the growing demand for healthcare facilities in the country.

LTIMindtree stock enters big league, its operating metrics less so

LTIMindtree stock is the most expensive stock among the large vendors but its profit margins are significantly lower than TCS, Infosys

Pipeline Check: Here are the blockbuster drugs lined up by Indian drugmakers for US launch

Cipla is rolling out plans to launch a generic of Advair while Lupin has got approval for Spiriva

Untimely rain weighs on Coal India’s sales volumes 

Coal offtake increased by 5.4 percent in the June 2023 quarter, slower than the 10.6 percent expansion in the year ago period

Why is Indian pharma failing to meet US standards?

It’s not as if domestic manufacturing has suddenly become sloppy. A closer look will reveal the strides made by Indian pharma firms as they attempt to break into the complex drugs space, which attracts higher scrutiny.

Is there more steam left in this leading carbon black maker?

This company accounts for more than 60% of carbon black exports from India and expected to be a key beneficiary of diversification of international supply chains

Rising electricity deficit rekindles revival hopes for BHEL

The stock has gained 82 percent in the last one year after languishing for much of the past decade

Chart of the Day: China solar module prices fall to record lows

Prices of solar wafers have halved from the year ago period 

Sumitomo Chemical India: This stock presents an opportunity for you. How?

It is a company with a healthy balance sheet, R&D-focused parentage and has a huge growth opportunity in the exports market

Market cap of PI Industries swings past UPL on firm customer synthesis business 

While tough agrochemical market is weighing on UPL’s revenue outlook, PI Industries is seeing traction in custom synthesis business

As hiring slows, employee pyramid improvement stalls at Infosys, TCS

Lack of progress on improving the employee pyramid mix can weigh on profitability expansion of IT services companies

Glenmark faces a tough choice in API unit stake sale

The API subsidiary Glenmark Life Sciences (GLS) is trading at undemanding valuations and is yet to reach its full potential

Chart of the Day: Pharma market growth momentum healthy, but risks lurk

While drug sales continue to grow at a healthy pace the market is seeing higher competition from trade generics

IEX investors have reason to worry even without market coupling

Market coupling has been in discussion for some time now and analysts have been warning about the risk it poses to IEX

In its latest comeback, Suzlon tries to avoid past mistakes

The company plans to focus on India and quality orders, customers 

Chart of the Day | Saudi crude oil output cut will not hit India, but can tilt market balance

Total production cuts by the oil producing countries’ cartel is projected to reach 4.6 percent of the global demand in July 

Apollo Hospital: Wait until the fog clears

A credible profitability roadmap for pharmacy is the ask

Apparel retailers feel the heat of discretionary spending cuts

Aditya Birla Fashion, Page Industries, TCNS Clothing reported weak results as demand worsened. Recovery hopes pushed to festival season

Krsnaa Diagnostics: What is strengthening the investment thesis?

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

Chart of the Day | India’s solar module manufacturing costs high despite govt incentives

Modules manufactured in India are 37 percent more expensive than in China