Sector

UPL’s stake sales may yield limited gains in the near term

Analysts largely left earnings estimates unchanged as debt is expected to see limited reduction

Sharda Cropchem: Why are we cautious on the stock despite a steep correction?

Given the currency trend, we expect margin pressure to sustain in the near term and have reduced our margin assumptions for FY23

VIP Industries Q2: Why a must have stock in the shopping bag

The growth trajectory is bright for organised luggage-makers like VIP with multiple demand drivers

HUL results show FMCG sector caught in high inflation-low demand squeeze

The sector bellwether did well, given the circumstances, and the going is likely to get better as input costs taper in the coming quarters but rural demand is not playing ball

Kotak Mahindra Bank Q2 FY23 – Why a stock to add on decline

With adequate capital, right asset mix, and headroom to add high-yielding assets, Kotak Bank has a decent growth trajectory despite challenges on the deposit front

Release of lock-in shares not the only headwind for Nykaa

Digital marketing expenses remain high as more companies vie to build online businesses

The disconnect between macro indicators and IT companies' order inflows

Order inflows increased at IT companies despite a reduction in global spending on IT and business services in the September quarter

Tata Motors should avoid Nano missteps to keep early lead in EV race

Its recently launched Tiago EV garnered 10,000 bookings in one day, prompting the company to extend the introductory price

Metals Sector Q2 Preview | Melting realisations, soaring export levy to weigh

Prices of both ferrous and non-ferrous metals have declined 20 percent QoQ, volumes were soft while thermal coal prices moved up which impacted the profitability of the sector

Will Shanghvi get lucky with Suzlon this time?

In 2015 Shanghvi and associates acquired 100 crore equity shares of Suzlon at Rs 18 per unit. The stock now is at less than half the purchase price

NTPC’s defensive characteristics are holding up, for now

The company’s thermal power plant utilisation levels increased to 77.8 percent in the first half of FY22, levels last seen in the first half of FY18

SCIL: This MNC-backed agrochemical player has huge growth potential

SCIL shows a strong growth potential owing to the healthy launches in the domestic market

Revlimid is shaping up to be a meaningfully large opportunity for India’s pharma universe: Nithya Balasubramanian

Apart from the drug used as part of the treatment for a type of blood cancer, other medicines going off-patent will boost the prospects of companies like Dr Reddy’s and Cipla, the healthcare analyst at Sanford Bernstein said.

Torrent Pharma makes an expensive bet to expand dermatology business

The company is acquiring Curatio Healthcare at 6.9 times FY 23 estimated sales and 23 times operating earnings

Growth drivers are falling in place for HAL’s aircraft manufacturing unit

Revenue at the aircraft manufacturing unit is set to gain pace as HAL begins delivery of the Tejas Mark 1A light combat aircraft

With volatility gripping the markets and sentiments bearish, these sectors are looking attractive

The markets are in an oversold territory and certain sectors can now witness a quick pullback, say experts

IT companies talk tough after employee pyramid repairs

The harsh crackdown on moonlighting comes after FY22 saw highest employee additions by IT companies in a decade. Profit margins may smile as a result

Indian fertiliser sector: Is the pitch fertile for investment?

We believe, in the need for better nutrient mix, demand CAGR for complex NPK products will surpass urea

Magic pill for US generic growth is losing potency

Products such as injectables and inhalers that were to give an edge to companies' US portfolio are seeing more competition

Wealth Management ― Technology adoption, the new growth engine

Technology is a key focus area for all companies in this field, with an emphasis on meeting the needs of the three stakeholders: clients, relationship managers, and back office

Midcap IT stocks have fallen sharply, but more pain lies in wait

Despite a sharp fall in 2022, midcap IT stocks are still trading at a significant premium to historic valuations

Yes Bank — Is it in good shape to enter the long-term portfolio of investors?

Structural improvement in margins and earnings of Yes Bank will take time despite several near-term positives

Life insurance sector chugging along the growth path

Private life insurers reported 8.9 percent on year growth in individual APR and 17.6 percent y-o-y growth in total APE in August 2022. Total APE growth for LIC was lower at 12.5 percent on year but its YTD growth was higher than that of the industry