Sector

India's pharma market scales new highs despite moderating growth rates

Total sales reached Rs 60,000 crore in the September 2024 quarter

NTPC Green Energy IPO offers a valuable lesson for PSUs in value creation

The IPO values NTPC Green Energy at Rs 91,000 crore to 1 lakh crore, generating value for NTPC investors and setting the to-be-listed company on an independent path

RateGain Q2 FY25 – good quarter with indications of near-term softness

The company has lowered revenue guidance for the full year as order wins remain sluggish

Chart of the Day: The remarkable recovery in Power Grid’s capex

Total works in hand rose to Rs 1.43 lakh crore in November 2024 from Rs 50,500 crore in the year ago period.

Why India is becoming a hotspot for steel capacity addition

The country’s steady, healthy steel demand growth, preference for domestic capacity, states’ drive for value addition and a healthy balance sheet situation make it an attractive destination

Why investors should back this NBFC amid the overall asset quality stress

The conservative approach to lending with focus on asset quality is a big positive

Chart of the Day: Q2 cement demand weakest in two years

After subdued Q1 and Q2, hopes now are pinned on recovery in H2 FY25

Two-wheelers, auto exports remain in top gear in October

The only segment which saw a declining trend was commercial vehicles. Companies say that the government's emphasis on infrastructure, construction, and mining activities provide further hope for the auto sector

Federal Bank Q2 FY25 – welcoming the new boss with a steady show

Loan growth strong, deposit mix improving, steady interest margin, and good asset quality

Chart of the Day: Hydro power generation lags for second consecutive year

Himachal Pradesh, which hosts close to a quarter of India’s large operating hydro power plants, is facing low reservoir water levels

Strong orders from India help Suzlon climb global league tables

Suzlon’s wind turbine generator emerges as one of the most in demand models

Chart of the Day: Errant state electricity boards drive up renewable energy tariffs for states

Project developers are attaching counterparty risk premium to power sale contracts with states amid delays in payments

Infosys Q2 FY25 – Commentary reassuring from a long-term perspective

The quarterly performance was a mixed bag with a reassuring commentary

Rallis India: Stars align in Q2, what does its pitch report say?

The company is focusing on optimising portfolio and streamlining capacities

Chart of the Day: India’s electricity market to become third biggest in the world after US, China

Electricity generation and usage in India is estimated to exceed that in the European Union by 2050

HCL Tech Q2 FY25: Is there further steam in the stock, post a strong quarter?

The third quarter should be relatively better for HCL’s software business and Q4 should be good too

Chart of the Day: Weak volumes remain a bugbear for pharma companies in India

Volumes contributed just 0.8 percentage points to Indian pharmaceutical market growth in 12 months to September 2024

Divergence in order bookings of TCS, Accenture warrants investor attention

Order inflows at TCS declined in last two quarters while Accenture reported strong growth in bookings

Why this financier fails to make the long-term cut despite the glitter

The long-term prospects for Manappuram’s non-gold businesses are unclear at the moment

Krsnaa Diagnostics: Creating new opportunities for itself

With the ramp-up of new projects and fresh order wins, the current growth trajectory should continue into FY25-26

As investments rise at Sun Pharma, watch out for impact on profit margins

The company has extended its agreement with Philogen to commercialise an immunotherapy drug globally

What does Advent Group’s equity infusion mean for Apollo Hospital stock?

After the integration of Keimed with AHL, Advent will hold a 12.1% stake in the combined entity.

Chart of the Day: Stressed power plants get a fresh lease of life

Resolution of stressed thermal power plants is picking up pace on rising electricity demand and improving operating metrics

Nifty scales 26K – time to book gains or stay put?

If at all a correction, it is likely to be a shallow one thanks to the support of domestic liquidity