Page 11 - Devangshu Datta

Burnt by BluSmart: Gensol meltdown puts solar energy solutions at risk

Startups supported by venture capitalists and private equity investors accept large cash burns and running losses, so long as there's high growth rates

Diversified portfolio, market share to drive asset growth for HDFC AMC

Industry SIP flows of Rs 78,330 crore in Q4FY25 contributed to active equity and hybrid inflows of Rs 1.042 trillion

Volume, realisations likely to drive gains for sugar companies' stocks

The National Federation of Cooperative Sugar Factories (NFCSF) expects pan-India sugar production to reduce 19 per cent to 26 million tonne

ICICI Prudential Life: Moderate valuations, health growth prospects

In FY25, embedded value grew 13 per cent with embedded value operating profit (EVOP) growth at 10 per cent Y-o-Y

Diversified EPC players well placed in March qtr on strong capex momentum

There are also signs of capacity enhancements by large conglomerates which may translate into business for engineering and construction

EMS companies likely to gain from current tariff war and PLI scheme

The component PLI scheme will increase domestic value addition. The key beneficiaries may be Dixon, Amber and Kaynes among others

Domestic demand, European turnaround keep Street positive on Tata Steel

Domestic operations in India look capable of outperforming peers with strong margin. Hence, improvement in Europe will have a positive impact

The 'de-extinction' of the dire wolf could be both a gift and a curse

Despite its potential for conservation, questions around the consequences of resurrecting extinct species remain

Satellite internet: Opportunities and challenges in Starlink's India outing

Despite the promise of wide coverage, there is the issue of pricing. Airtel and Jio could help there

Sustaining price hikes, demand uptick key for cement companies' stocks

Among companies, Shree Cement and JK Cement may register the highest operating profit gains

Street gives a thumbs up to Godrej Properties' strong Q4 bookings

A comparison of guidance and reported data indicates that GPL will surpass guidance in FY25, with record pre-sales bookings, higher Business Development and area delivered

Improved prospects, attractive valuation for oil marketing companies

OMCs hold 45 days inventory priced at around $75 per barrel crude

Tariffs, competition may lead to further downgrades for chemicals sector

The Indian chemical sector is experiencing slow recovery on volume growth. Pressure from Chinese imports persists despite anti-dumping tariffs

A new academic exodus: Is America repeating Europe's 1930s error?

If India could attract some of that talent (and many of these researchers are desis), it could provide a huge boost to research within the country

Investors will have to await sustained recovery before considering Dabur

FMCG companies have increased their promotional intensity with higher discounting in modern trade and e-commerce, which is a sign of competitive intensity

Coromandel, Paradeep to gain from hike in subsidy rate for fertilisers

Broadly operating profit per tonne may increase by between ₹1,000-2,000 for affected companies

Margin improvement likely to boost life insurance companies' stocks

Diversified insurers like ICICI Prudential Life Insurance or IPRU may be better positioned while those reliant on parent bancassurance

FY26 likely to bring slight recovery in banks' earnings growth momentum

FY26 may see a modest recovery in earnings growth after a period of bottoming out

Higher transmission volumes, petchem gains seen ahead for Gail stock

Management guidance is transmission volumes of 129 million metric standard cubic meters per day or mmscmd in FY25, rising to 140 mmscmd in FY26 and 150 mmscmd in FY27

Hindustan Aeronautics gets wings to fly higher as analysts stay bullish

The Tejas Mk-1A is an Rs 48,000 crore order accounting for 37 per cent of HAL's order book of Rs 1.3 trillion