Devangshu Datta

One97 Communications: Markets unhappy after Q3, but brokerages positive

Prospects look better due to visibility on business turnaround and profitability. As and when, the Payment aggregator license is received from RBI, that could be a valuation catalyst

Increase in room rates, higher occupancy to drive gains for Indian Hotels

Domestic tourism will get a boost from key sporting events, and events like Bharat Mobility Expo, Aero India, Pravasi Bhartiya Diwas, and Mahakumbh

Slow margin recovery likely to remain a headwind for LTIMindtree

Reversal of furloughs, continued strength in the BFSI vertical and ramp-up of deals will be the key drivers for growth in Q4FY25

Maintaining growth momentum key for more gains in L&T Technology Services

Management expects tech and sustainability to continue the growth momentum in the near-to-medium term, while mobility is to remain muted in Q4 but should rebound by FY26

Diversified revenue mix, margin gains positive for BSE amidst volume hit

Decline in notional turnover lowers regulatory charges and clearing & settlement costs, boosting profitability

Power utilities likely to see moderate growth in Q3FY25 earnings

Global coal prices are down due to oversupply and weak demand in China

Budget key trigger for life insurance companies' stocks in near term

Premium growth may be volatile for the rest of FY25 due to surrender value regulations

Removing fact-checks on social media risks losing a vital harm filter

Free speech shouldn't be curtailed merely for conveying misinformation or expressing unpalatable or hateful opinions. It should be limited only when it has the potential to cause harm

Near-term worries for Tata Elxsi stock on weak transportation outlook

Key deal wins during the quarter included an offshore development centre set up for Suzuki Motors to accelerate software development for the next generation

ARPU gains, dividend trigger for Bharti Airtel as telecom enters new phase

Airtel, with industry-leading ARPU and subscriber growth, may also see a 60 basis points (bps) growth in operating profit margin

Production ramp-up, higher realisations expected to drive gains for ONGC

Upstream player ONGC has seen strong buying although 3QFY25 is expected to be flat

Q3FY25 updates point to strong growth ahead for jewellery companies

The Watches & Wearables domestic growth was 13 per cent Y-o-Y, with analog watches clocking a robust 19 per cent growth

FMCG major Dabur faces continued margin pressures, growth challenges

Many analysts have downgraded growth and margin expectations in response to the update

Petronet LNG: Street may await clarity over possible policy changes

There is 95-100 per cent utilisation at Petronet's Dahej terminal whereas other terminals are under-utilised

JSW Infrastructure anchored for robust growth on strong balance sheet

A majority of JSWIL's ports are deep draught ports with multi-modal evacuation infrastructure

Manmohan Singh: The uncharismatic leader who transformed India's economy

Manmohan Singh had no power base or interest in building one, yet his legacy speaks for itself

Vedanta stock set for growth amid aluminium price surge, de-merger plans

Aluminium prices have been driven by record high alumina prices which squeezed smelter margins

Steel sector grapples with weak demand, Chinese import, K'taka tax proposal

In November 2024, the per tonne prices of flat steel products, both HRC (hot rolled) and CRC (cold rolled), stayed flat month-on-month (M-o-M) at Rs 48,000 and Rs 55,500

HDFC Bank's growth engine ready to roar into overdrive from 2025-26

HDFC Bank is focused on upgrading its entire tech stack internally, reducing dependence on vendors

Siemens stock drops rapidly as management flags growth challenges ahead

Siemens has plans of capex of Rs 1,100 crore to expand capacity to meet incremental domestic and export opportunities