Devangshu Datta
 "Devangshu Datta")
Devangshu Datta
Devangshu Datta, an internationally rated chess and bridge player, is a seasoned writer and columnist with extensive experience covering diverse topics such as finance, technology, science, and sports. Known for his analytical approach and clear writing style, Datta has contributed to several leading publications, including Business Standard, The Economic Times, The Telegraph, and Outlook. He also serves on the editorial board of Business Standard.
Devangshu Datta, an internationally rated chess and bridge player, is a seasoned writer and columnist with extensive experience covering diverse topics such as finance, technology, science, and sports. Known for his analytical approach and clear writing style, Datta has contributed to several leading publications, including Business Standard, The Economic Times, The Telegraph, and Outlook. He also serves on the editorial board of Business Standard.
Devangshu Datta
Asset light model-based expansion likely to benefit Lemon Tree Hotels
The hotel company will see a restructuring with the separation of asset ownership from the brand and reorganisation, which will create two complementary platforms
 "Asset light model-based expansion likely to benefit Lemon Tree Hotels")
Air as an electoral issue: Cricket pullouts may push action in North India
Foreign cricket teams refusing to play in North India could spur government to act
 "Air as an electoral issue: Cricket pullouts may push action in North India")
Diversified infra players better bet amid weak road order inflows
Engineering and construction (E&C) order inflows remain subdued in Q3FY26 amid delayed approvals, funding constraints, and a high base
 "Diversified infra players better bet amid weak road order inflows")
Strong Q3 showing, improved outlook positive for Godrej Consumer Products
Godrej Consumer Products flags double-digit volume growth in Q3 FY26 as home care and soaps rebound, with margins set to recover on lower palm oil prices
 "Strong Q3 showing, improved outlook positive for Godrej Consumer Products")
Order inflow guidance, investment pickup vital for capital goods firms
With government capex growth moderating, investors will track Q3 order inflows and management guidance for signs of a private investment pick-up in capital goods
 "Order inflow guidance, investment pickup vital for capital goods firms")
Growth triggers missing in Dabur amid weak hair oil, beverage sales
The update is on the lower side of earlier guidance of mid-to-high single-digit revenue growth in H2FY26
 "Growth triggers missing in Dabur amid weak hair oil, beverage sales")
Steady demand, improving margins remain positive for Marico stock
The weakening trend in copra prices and the lower prices in the crude derivatives basket are positives
 "Steady demand, improving margins remain positive for Marico stock")
Domestic steel prices may rise in Q4 as safeguard duty curbs imports
Extension of safeguard duties until April 2028 provides a price floor for domestic steel, but weak exports, new capacities and global pressures are likely to cap further upside
 "Domestic steel prices may rise in Q4 as safeguard duty curbs imports")
Loan growth, margins seen improving for banks in Q3 as credit costs ease
Banks are likely to see better loan growth and margins in Q3FY26, with PSU lenders outperforming as credit costs ease, unsecured loan stress moderates and recoveries remain steady
 "Loan growth, margins seen improving for banks in Q3 as credit costs ease")
High growth potential may lead to more gains in Hindustan Copper stock
Copper prices remain firm in 2025 amid supply disruptions, tariff risks and low inventories. With global demand rising Hindustan Copper is positioned to benefit from the structural upcycle
 "High growth potential may lead to more gains in Hindustan Copper stock")
Can nuclear deliver for India? The SHANTI Bill raises tough questions
The SHANTI Bill opens the door to private participation but it may not transform India's nuclear energy future
 "Can nuclear deliver for India? The SHANTI Bill raises tough questions")
Castrol India: Well oiled to grow, but valuations may limit sharp upside
The BP-Stonepeak transaction has brought Castrol India into focus, but while margins, cash flows and brand strength remain robust, expensive valuations may restrain near-term gains
 "Castrol India: Well oiled to grow, but valuations may limit sharp upside")
Lack of triggers, weak demand may keep power stocks under pressure
Weak power demand and surplus capacity cloud near-term prospects, but energy transition, nuclear reforms and grid upgrades offer long-term opportunities across India's power sector
 "Lack of triggers, weak demand may keep power stocks under pressure")
Muted Q3 likely, but volume gains and mix support Jindal Steel outlook
Indian steelmakers may see weaker Q3FY26 margins, but Jindal Steel's capacity expansion, rising volumes and higher share of value-added products could aid recovery
 "Muted Q3 likely, but volume gains and mix support Jindal Steel outlook")
Growth potential and earnings factored into GE Vernova's valuations
A large HVDC order win, rising transmission capex and renewable energy push strengthen GE Vernova T&D's earnings outlook, but high valuations already price in much of the upside
 "Growth potential and earnings factored into GE Vernova's valuations")
Earnings upgrade ahead for Shriram Finance as MUFG deal boosts capital base
MUFG Bank's Rs 39,620 crore preferential investment could lift Shriram Finance's capital ratios, support faster AUM growth and a rating upgrade, though RoE may dilute near term
 "Earnings upgrade ahead for Shriram Finance as MUFG deal boosts capital base")
Higher prices, demerger to boost margins, unlock value for Vedanta
Vedanta's stock rally is driven by a strong metal cycle, silver-led upside at Hindustan Zinc, aggressive capacity expansion and progress on its multi-entity demerger
 "Higher prices, demerger to boost margins, unlock value for Vedanta")
Eternal well placed as price war unlikely in quick commerce sector
Eternal remains the leader and Blinkit has the best financials and the best unit economics
 "Eternal well placed as price war unlikely in quick commerce sector")
Mundra resolution, renewables portfolio are key drivers for Tata Power
Tata Power's FY30 ambitions hinge on scaling renewables, transmission and distribution, while a long-term Mundra thermal resolution could revive profitability and lift sentiment
 "Mundra resolution, renewables portfolio are key drivers for Tata Power")
Loan growth, lower cost targets positive for M&M Financial Services
M&MFS has a deep rural presence across 500,000 villages and a 12 million customer base
 "Loan growth, lower cost targets positive for M&M Financial Services")