Page 26 - Devangshu Datta

Why simple election narratives fail

Given India's complex electoral dynamics and geographical diversity, policy initiatives crafted to suit a simple national narrative are not very useful

M&M's stock races ahead on strong Q4 performance, outlook healthy

M&M is looking at expanding monthly UV capacity to 64,000 units by FY25-end and 72,000 units by FY26-end, from the present level of 49,000 units

Strong prospects fully priced in for real estate firm Oberoi Realty stock

The revenue increased 37 per cent Y-o-Y to Rs 1,310 crore in Q4FY24 and Ebitda was at Rs 790 crore, up 114 per cent Y-o-Y with the margin increasing sharply to 60 per cent

Stock market gives thumbs up to Siemens' strong performance in Q2

The company is expanding facilities across GIS, metro and transformers to cater to domestic and export demand

Jindal Steel & Power stock already factoring in improving prospects

Given a higher conversion of semis into value-added products, JSPL expects realisation and profitability to improve

Gains in tech firm ABB India may sustain on strong margin outlook

ABB is well positioned to benefit from private capex growth, industrial automation, PLI-led capex, global offshoring, improved energy demand, and technological advancements across user industries

India's clandestine love affair with crypto

Journalist Mitali Mukherjee's book delves into the connected worlds of cryptocurrency, cybercrime, and the Dark Web, laying out the state-of-the-art in this realm of skulduggery

Brokerages cautious about stocks of city gas distribution companies

The gas sector faces competition from EVs that cut into demand for CNG vehicles

L&T stock remains on analysts' hotlist despite guidance worries

The company has cut its margin guidance due to higher share of fixed-price contracts, supply chain issues, and geopolitical uncertainties

New product launches, margins to drive gains for Godrej Consumer Products

GCPL is targeting high single-digit volume growth in FY25 and is looking to gain rural market share under 'Project Vistaara 2.0'

Volume recovery crucial for Marico's growth in FY25, stock gains

The premium and urban segments continued to outperform rural and mass segments

Street gives big-hearted welcome to Britannia Industries' Q4 results

The FMCG sector in general may have seen a poor year in terms of demand but there's analyst consensus demand is picking up and the worst may be behind the sector

REC: Powering ahead on strong results in Q4 and a healthy outlook

REC has also diversified its loan portfolio with a mandate of up to 33 per cent of loans in Infrastructure and Logistics

Tech's territorial ambitions

Could networked states of communities consisting of people with common interests replace the 21st-century nation states?

After lacklustre Q4 results, headwinds persist for Indian Oil stock

The core GRM per barrel in Q4FY24 was actually around $10.6 and the core GRM for FY25-26 could bottom out at $9

FMEG major Havells India's positive outlook may be priced in valuations

Management sounded optimistic about growth in FY25

High growth and margin expectations likely to drive Trent's stock

Sharp decline in interest costs (lease-related) and higher income from associates (including Zara) helped growth in net profit, which was ahead of estimates

Street disappointed with SBI Cards & Payment Services' Q4 performance

Spending growth decelerated by 18 per cent Q-o-Q, as corporate spending declined 35 per cent Y-o-Y due to the impact of the recent RBI guidelines

Surge in India's chess talent: What it means for the future of the game

Chances are, wherever you live, there is a chess coach in the vicinity. Many schools offer chess as an extra-curricular activity

Strong execution key for Tech Mahindra to achieve three-year targets

The investments are likely to halve in FY26 and normalise by FY27