 "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
Rising demand, production recovery could support gains for Coal India
Rising power demand, thermal generation growth and value unlocking at MCL could support Coal India, though margin pressures remain a near-term concern
 "Rising demand, production recovery could support gains for Coal India")
Cement sector faces margin pressure despite healthy demand growth
While cement demand remains resilient and volumes are growing, rising input costs, capacity additions and geopolitical risks could weigh on profitability
 "Cement sector faces margin pressure despite healthy demand growth")
NMDC's earnings growth in FY27 hinges on hitting volume target
Strong iron ore volumes and higher prices lifted NMDC's earnings, while expansion plans and coal mining projects underpin its FY27 growth outlook
 "NMDC's earnings growth in FY27 hinges on hitting volume target")
Data centre execution, exports revival key triggers for Cummins India
FY26 revenue grew 18 per cent Y-o-Y to ₹12,140 crore. Gross margins, which contracted in Q4, were up 60 basis points Y-o-Y to 36.8 per cent in FY26
 "Data centre execution, exports revival key triggers for Cummins India")
Valuations factor in strong growth opportunities for Hitachi Energy
Strong order book, rising transmission investments and opportunities in renewables, data centres and HVDC projects underpin the company's long-term growth outlook
 "Valuations factor in strong growth opportunities for Hitachi Energy")
Cockroach Janata Party: Indian youth turn political anger into viral satire
The CJP manifesto offers an unstructured opinion poll on what concerns young people most
 "Cockroach Janata Party: Indian youth turn political anger into viral satire")
Geopolitical tensions likely to weigh on near-term prospects of Concor
Concor's Q4 earnings missed estimates as geopolitical tensions and pricing pressure hurt margins, though freight corridor expansion and rising truck rates may aid recovery
 "Geopolitical tensions likely to weigh on near-term prospects of Concor")
Food delivery metrics improve for Swiggy even as QC remains under pressure
Swiggy's food-delivery business showed strong growth and improving margins, but quick commerce continues to face intense competition and profitability pressure
 "Food delivery metrics improve for Swiggy even as QC remains under pressure")
Hindalco Industries likely to gain from high aluminium, copper prices
Hindalco posts strong Q4FY26 earnings on Novelis recovery, but rising debt and elevated capex temper outlook
 "Hindalco Industries likely to gain from high aluminium, copper prices")
Eicher Motors gains momentum after better-than-expected Q4FY26 show
Eicher Motors reported better-than-expected Q4FY26 earnings, supported by robust Royal Enfield sales, strong VECV performance and export growth
 "Eicher Motors gains momentum after better-than-expected Q4FY26 show")
Concerns over cigarette biz may cap gains in ITC despite FMCG growth
Given the likelihood of continuing consumer shifts to smuggled brands, the earnings pressure in cigarettes may offset growth in FMCG and Paper
 "Concerns over cigarette biz may cap gains in ITC despite FMCG growth")
Post Q4 beat, analysts upbeat on Grasim Industries' future outlook
Grasim Industries beat Street estimates in Q4FY26, aided by strong growth in paints, VSF and B2B businesses, with analysts remaining positive on prospects
 "Post Q4 beat, analysts upbeat on Grasim Industries' future outlook")
Strong Q4 lifts OMC stocks, though FY27 outlook remains uncertain
IOC and HPCL reported robust March-quarter earnings, but rising crude prices, LPG under-recoveries and geopolitical risks continue to cloud the outlook for FY27
 "Strong Q4 lifts OMC stocks, though FY27 outlook remains uncertain")
PowerGrid's long-term prospects stay healthy on strong order visibility
FY26 capex was Rs 39,900 crore while capitalisation stood at Rs 28,200 crore, beating guidance for capex of Rs 35,000 crore and capitalisation of Rs 25,000 crore
 "PowerGrid's long-term prospects stay healthy on strong order visibility")
Better execution can push up Hindustan Aeronautics stock to higher altitude
Analysts stay bullish on HAL despite weak Q4 as strong order pipeline supports outlook
 "Better execution can push up Hindustan Aeronautics stock to higher altitude")
Macro challenges may make Tata Motors Passenger Vehicles' drive bumpy
EVs have a quarterly run rate of 24,000 units (Q4 volumes were 27,000 units). Management targets 10,000 units per month
 "Macro challenges may make Tata Motors Passenger Vehicles' drive bumpy")
Deja vu? Past oil shocks have led to political, economic crises in India
Even assuming the Strait opens by June, the damage implies global oil supply will peak at 102.2 mb per day in 2026
 "Deja vu? Past oil shocks have led to political, economic crises in India")
Pace of new product launches, filings key for Cipla's future growth
Strong India and Africa growth partially offset weakness in North America as Cipla focuses on respiratory launches and regulatory filings
 "Pace of new product launches, filings key for Cipla's future growth")
Vivo JV, export push seen driving Dixon Technologies growth despite risks
Dixon Technologies expects export growth, speciality EMS expansion and the proposed Vivo joint venture to support earnings amid margin pressures and weak demand
 "Vivo JV, export push seen driving Dixon Technologies growth despite risks")
Strong domestic demand could ease war's impact for Indian Hotels
Strong domestic travel demand helped IHCL offset West Asia conflict impact, with Q4 revenue rising 14% and occupancy levels remaining robust
 "Strong domestic demand could ease war's impact for Indian Hotels")