Sector

What to be greedy about amid the heightened fear in markets?

Once the Fed starts cutting rates, there’s a high possibility that discretionary spending by enterprises will resume, brightening the outlook for IT service players

Tata Steel: Uninspiring Q1 FY25 prompts revision of risk-reward opportunity

As global steel demand remains muted, excess cheap Chinese imports remain a concern.

Coal India: Decent show in Q1 FY25; levers in place for long-term gain

India’s power demand is expected to see solid growth in the coming years

Torrent Power is seeing merchant electricity demand at an opportune time

The power generation earnings are rising amid heightened capex and scale-up of renewable energy capacities

IPO: Should investors bet on the largest pharma contract manufacturer of India?

Successful execution of CDMO expansion and profitability of the API business need to be watched

Chart of the Day: Why Suzlon's orders look more resilient this time

The company’s order book increased to the highest levels in its history in the June 2024 quarter

Tech Mahindra Q1 FY25 – great start to a turnaround year

Revenue growth, expansion in margins, and a traction in deals hold out growth hopes

Jindal Steel and Power Q1: Resilient show in a tough market environment

JSPL’s cost-saving and capacity expansion projects, aided by high-margin products, should drive better earnings in FY25-26.

India’s SMEs need a comprehensive policy beyond budgetary finance to go global

India needs to put in place a holistic policy for SMEs

How large IT companies stack up on growth rates after June quarter

TCS and LTIMindtree are projected to lead FY25 revenue growth rates. But Infosys is fast gaining momentum

Infrastructure to continue its growth momentum as Budget 2024 retains focus on capex

Strong capital outlay for the infrastructure sector should provide enough revenue visibility particularly in the light of slowdown in the first three months of the current fiscal

The Budget policy measures for agriculture are too late, too little!

The much-needed initiatives that could boost farm income found no mention in the Union Budget

Economic Survey 2023-24 has the right prescription for coal power plants

The focus should be on adoption of cleaner coal and ultra super-critical technologies to reduce emissions, suggests the Economic Survey

JSW Steel: Q1 FY25 weaker than expected; levers in place for better FY25

Company’s focus on value-added special steel products should support realisation.

In Budget 2024, government should help accelerate capacity additions in power sector

The pace of capacity addition needs to be ramped up to meet the rising electricity needs of the country

LTI Mindtree Q1 FY25 – strong quarter, encouraging outlook

Strong execution coupled with encouraging guidance on demand revival

Coal India revises e-auction norms: Is there more upside to the stock now?

Offering more volumes through the e-auction route should help cater to the unserved domestic demand

Investors of TCS, HCL should tally their optimism with ISG index

ISG, which tracks commercial outsourcing contracts, lowered the growth forecast for managed services

What can the Union Budget do to address the woes of Indian agriculture?

Budget 2024-25: It is time for policymakers to realise that incentives will never be enough and will only increase the fiscal burden year on year. The sector will need viable solutions for a sustained growth

Budget Snapshot: Easing raw material prices to lighten India’s fertiliser subsidy bill

With subsidy bill in check, the government should step up focus on nano urea and expansion of domestic manufacturing capacity base

How Suzlon will benefit from Siemens Gamesa’s India exit

Suzlon can focus on quality orders and gain market share in the India wind turbine market

Muthoot Finance – Can it glitter for longer?

Meaning upside to return on assets looks unlikely

Weekly Tactical Pick | The recent correction in this coal stock is just a blip

For Coal India, an upward price revision in the FSA segment will be a boost

PI Industries adds another feather in its cap with this new acquisition

The acquisition of UK-based Plant Health Care will be value-accretive for PI as it will make the company an integrated agri-solutions provider