Sector

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.

Deteriorating farm incomes in US can pose fresh challenges to agriculture inputs exporters

Falling crop prices and low income are feared to weigh on farm investments in the US

Chart of the Day: Large companies are getting stronger in Indian pharma market

Six of the top 10 companies by sales gained market share in the India pharma market in July 2024 on a moving annual turnover basis

Krsnaa Diagnostics: Expanding addressable market with a B2C foray

With the ramp-up of new projects, the current revenue growth trajectory should continue into FY25-26

Large hospital chains withstand seasonal slowdown better in June 2024 quarter

Apollo Hospitals, Fortis Healthcare and Max Healthcare clocked decent growth in revenues despite a disruption to international patient flows

IRCTC Q1 FY25 – Why the unexciting earnings trajectory could hinder valuation rerating

With high-margin internet ticketing almost reaching saturation, incremental margin drivers may be absent

EaseMyTrip Q1 FY25 – Defending profitability at the cost of market share

Though the stock offers value, the increase in competitive intensity is an area of concern

Indian pharma market sees signs of recovery in July

Traction in acute therapy drugs can help India pharma market to improve growth rate in FY25

NMDC Q1 FY25: Strong profit growth unlikely to stage a repeat show

The company has reduced prices for iron ore lumps and fines by 10 percent each

Hindalco: Tepid performance from Novelis in Q1 FY25

Demand environment across end-use segments remains a mixed bag

With Renom, Suzlon takes pole position in wind energy services market

The company aims to gain leadership position in non-Suzlon wind energy OMS business