Sector

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

Why investors love Power Grid despite its slower growth profile

NTPC earnings are projected to grow faster than Power Grid in the three years to FY27

Muthoot Finance – Is the shine here to stay?

The increase in competitive intensity may emerge as a headwind once again

Chart of the Day: Tariff hikes trigger SIM consolidation in telecom market

Mobile number portability requests rose significantly in July 2024 indicating elevated churn in the telecom sector

A welcome change in renewable energy project tenders

The share of hybrid and firm and dispatchable tenders in renewable power projects rose from 10 percent in FY20 to 30 percent in FY24 and 46 percent in 5M FY25

How a slow-mover NTPC built a renewable energy powerhouse

The company can become one of India’s top renewable power generators if it achieves the stated targets

Max Healthcare: A healthy but pricey stock

The healthcare company’s medium-term revenue growth visibility appears healthy

Chart of the Day: Easing fuel prices to lift earnings of airlines

Aviation turbine fuel prices dropped to the lowest level in a year

How the late payment surcharge scheme came to the rescue of renewable energy project developers

Receivables of renewable energy project developers dropped as discoms began paying past bills

Medanta: Charting a growth path

Medanta has strong capabilities to leverage its brand image and win the underserved and growing markets.

Chart of the Day: India’s electricity generation mix improves in August

The share of non-fossil fuels in total electricity generation rose on strong growth in nuclear power and moderation in demand

KIMS: Why are we turning optimistic on this healthcare stock?

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 crucial

Rising US sales are boosting profit margins of large pharma companies

Profit margins of Sun Pharma, Dr Reddy’s Laboratories, Cipla and Zydus Lifesciences rose significantly from FY20 levels

How power sector revival altered plans of CESC, Adani Power

CESC is scaling up green energy capacities. Adani Power, which once contemplated delisting, is aiming to double its electricity generation capacity base

Rainbow Children’s Medicare: New hospitals act as the growth tonic

The company is best placed to benefit from the synergies between paediatric and OB-GYN segments

As pharma crawls back into spotlight, here are Aditya Khemka's tips for spotting value investments

The fund manager at InCred PMS decodes the puzzle of value investing in the fragmented pharma and healthcare space with key insights. He warns against the lure of quick profits, championing a long-term vision as the right path in the conquest of investment success in the sector.