Sector

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

Drug shortages in the US continue after rising to decade highs

Persistent shortages can help limit price erosion in generic drugs and support pharma exporters

Vraj Iron and Steel IPO: How should investors approach this flotation?

The new issue is coming at a time when the steel sector outlook is muted and valuations are at a peak

Chart of the Day: MNCs are ceding ground to local firms in Indian pharma market

MNCs have underperformed Indian pharma market growth in the last 15 years

MedPlus’ own branded product business needs close monitoring by investors

Success of the private label pharma products can improve MedPlus’ profitability and accelerate generic drug adoption in India

Weekly Tactical Pick: Adding this stock will improve your portfolio health

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

Gland Pharma has been a sound investment for Fosun, will retail investors benefit too?

Long-term stock returns will be contingent on turnaround of the European acquisition and growth in US business

Should you place your bet on the Max Healthcare stock?

Near-term earnings outlook remains supportive. However, valuations are elevated.

Chart of the Day: Why India should closely track Bill Gates’ new nuclear plant

Success of new technology can help countries like India accelerate nuclear power plant additions

HCL, Infosys and now Cognizant—Why IT companies are increasingly betting on engineering R&D services

The engineering R&D outsourcing spends are projected to outpace IT services in the next several years

Medanta: Why the recent stock correction offers value

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

Chart of the Day: How AI is driving cost saving expectations at GCCs

As many as 40 percent of the business enterprises surveyed by ISG plan to reduce staffing requirements through automation

Modi 3.0 – Why this time it's a different scenario for markets

With the political overhang of a coalition government, volatility will be on the rise, savvy investors should exercise patience and buy the lows

Apollo Hospitals: A turnaround stock at a reasonable valuation

The company achieved EBITDA breakeven in the AHL business. Growth outlook remains solid

Government change in Andhra lifts hopes for United Spirits, alcobev companies

A change in government policy can help United Spirits resume direct sales in the Andhra Pradesh market

Power: We require a fool-proof plan to avoid load shedding

Peak electricity demand and deficits rose in the country