Page 17 - Devangshu Datta

Defence a key growth driver for auto component major Bharat Forge stock

Domestic revenue grew 12 per cent Y-o-Y. CVs declined 15.5 per cent Y-o-Y while non-autos grew 26 per cent Y-o-Y, primarily led by 67 per cent Y-o-Y growth in defence

Neighbourly insights: Pollsters ask voters to predict neighbours' choices

Instead of asking voters about their own preferences, pollsters are asking them to predict who their neighbours will vote for-adding a new twist to political polls

Volume growth for NMDC to remain robust in H2 with environmental clearances

Steady increase in domestic demand, a strong balance sheet and moderate valuations are all positives

Hindalco poised for growth with expansion, robust operational results

The ongoing capex in Novelis would establish it as the global leader in beverage cans and automotive. The management does not see further capex increase

Demand and margin gains ahead for agrochemicals manufacturer UPL

UPL reported revenue of Rs 11,090 crore in 2QFY25, up 9 per cent Y-o-Y, with volume growth of 16 per cent offsetting price decline of 7 per cent

Strong growth, margin metrics could support LIC's stock valuations

The management aims for a positive growth trajectory in the par segment and expects strong growth to continue in the non-par segment

Volume growth, margins lead to earnings upgrade for Page Industries

Demand improved sequentially and uptick during the festival season helped liquidate trade inventory by three days

Higher volumes, profitability gains boost Gail's Q2FY25 performance

GAIL plans to add 80 new compressed natural gas (CNG) stations and 120,000 new domestic piped natural gas or PNG connections in next two years

High-growth segments, Tier II, III cities to drive long-term gains for ABB

Some large orders were postponed and government capex has seen delays

Upper-teens EPS growth likely for Gland Pharma in next two financial years

Analysts are downgrading optimistic EPS estimates for FY25 and FY26, due to continuing slowdown in US sales and a temporary issue at Cenexi's site in Belgium

Dabur Q2 may be a blip, price fall may provide entry to long-term investors

India revenue declined 7.6 per cent Y-o-Y, while international business grew 13 per cent Y-o-Y in constant currency (CC) terms

Nobel for protein folding sparks debate on AI's role in scientific prizes

Many machine learning algorithms start with humans "teaching" them the already known, and then letting the algo loose on existing data where it may find new patterns

After strong Q2, execution is key for further gains in Tata Power

The stock market reacted positively to the results and analysts are generally positive with valuation targets indicating a 15-20 per cent upside

Healthy growth outlook, market share gains positive for Marico stock

Parachute coconut oil posted 10 per cent Y-o-Y growth in value with 4 per cent Y-o-Y growth in volume

NTPC Green Energy's Rs 10,000 crore IPO likely to unlock value for parent

NTPC is targeting 60 Gw of renewable energy (RE) capacity by FY32 through NGEL

Volume outlook, e-auction premiums remain positive for Coal India stock

Given a strong volume outlook, e-auction premiums and assuming lower operating costs, the long-term outlook remains positive

Strong India biz growth to drive gains for Godrej Consumer Products

India revenue grew 6 per cent Y-o-Y with 7 per cent volume growth. Home Care had 12 per cent growth

Cut in FY25 estimates likely to keep SBI Life stock under pressure

In Q2FY25, net profit grew 39 per cent Y-o-Y to Rs 530 crore and for H1FY25, it grew 38 per cent Y-o-Y to Rs 1,050 crore. The ULIP share in total APE increased to 65 per cent in Q2FY25

Growth trajectory to aid higher valuations for Persistent Systems

The company continues to outpace the industry. Healthcare, and banking, financial services and insurance (BFSI) were the two verticals contributing to growth

The Trolls of Wall Street: How tech-savvy retail traders changed markets

In sum, this book provides a fair degree of insight into a new breed of traders, who treat financial markets like any other video-game and crowd-source insights