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.
Page 6 - Devangshu Datta
Outlook remains positive for private general insurers despite modest growth
Despite modest growth in the non-life insurance sector in July 2025, key segments like motor and fire insurance showed strength, while health faced challenges.
 "Outlook remains positive for private general insurers despite modest growth")
Bans won't kill gambling, money gaming will just shift to the Dark Web
As attempts to ban card games in Stalinist Russia show, they simply move underground - or, in the case of online gaming, to the Dark Web
 "Bans won't kill gambling, money gaming will just shift to the Dark Web")
Margin recovery crucial for Swiggy re-rating despite strong Q1 growth
Swiggy posted 54% Y-o-Y revenue growth in Q1 FY26 but losses widened; analysts say margin recovery will be key for further stock re-rating despite strong GOV momentum
 "Margin recovery crucial for Swiggy re-rating despite strong Q1 growth")
Timely execution of new capacities essential for gains in NTPC stock
The power utility is aiming to add 26-27GW of thermal coal capacity, and 60GW renewable energy (RE) capacity by FY32 mainly through listed subsidiary
 "Timely execution of new capacities essential for gains in NTPC stock")
Jio's data tariff move strong signal for Bharti Airtel, Vodafone Idea
Jio's increase in entry-level data tariffs could push its FY26 revenue up by 4-5%. This move is expected to trigger similar tariff hikes by Airtel and Vodafone Idea, benefitting the entire sector.
 "Jio's data tariff move strong signal for Bharti Airtel, Vodafone Idea")
Large capex a key concern for BPCL amid crude oil price uncertainty
The Union Cabinet has approved ₹30,000 crore in liquefied petroleum gas (LPG) compensation for oil marketing companies, to be paid in 12 tranches over an undisclosed time frame
 "Large capex a key concern for BPCL amid crude oil price uncertainty")
Macro headwinds likely to keep a cautious tab on Info Edge stock
Management says a large part of the current marketing spends is for brand building, which may be cut sharply if needed
 "Macro headwinds likely to keep a cautious tab on Info Edge stock")
Lower crude oil prices point to further downsides for ONGC stock
For ONGC Videsh or OVL, oil and gas production in the quarter stood at 1.75 mmt (down 2 per cent Q-o-Q) and 0.7 bcm (down 13 per cent Q-o-Q)
 "Lower crude oil prices point to further downsides for ONGC stock")
High valuation caps Nykaa's upside despite strong Q1 and margin gains
Nykaa posts 23% revenue growth and margin expansion, but lofty valuations may limit further stock gains
 "High valuation caps Nykaa's upside despite strong Q1 and margin gains")
Buy-on-dips a better strategy as Cummins' strong prospects seem priced in
Cummins India Q1 profit rose on Powergen and exports growth, with analysts bullish on long-term prospects but cautioning that current valuations reflect the optimism
 "Buy-on-dips a better strategy as Cummins' strong prospects seem priced in")
Voltas pins recovery hopes on festive demand after Q1 revenue slump
Voltas Q1 revenue fell 20% on unseasonal rains and weaker AC sales, with margins hit; management expects festive season and "second summer" demand to aid recovery
 "Voltas pins recovery hopes on festive demand after Q1 revenue slump")
Analysts see further gains in LIC post strong Q1FY26 performance
The VNB margin improved Y-o-Y to 15.4 per cent (13.9 per cent in Q1FY25). The Solvency Ratio improved to 217 per cent in Q1FY26 from 199 per cent in Q1FY25
 "Analysts see further gains in LIC post strong Q1FY26 performance")
Tariffs and the chicken-out game: Will India hold out till November 2026?
From an investment and trading perspective, it's clear there is no upside to tariffs for either nation
 "Tariffs and the chicken-out game: Will India hold out till November 2026?")
Q1 disappointing, but BHEL's prospects likely to improve from Q3FY26
The performance was due to poor execution and on account of legacy fixed-price contracts in the power segment (where legacy contracts amount to 71 per cent of power segment revenues)
 "Q1 disappointing, but BHEL's prospects likely to improve from Q3FY26")
Robust prospects for Siemens Energy, but high valuations may disappoint
Revenue was at ₹1,780 crore, with earnings before interest, taxes, depreciation, and amortisation (Ebitda) at ₹340 crore and adjusted PAT of ₹260 crore for Q3FY25
 "Robust prospects for Siemens Energy, but high valuations may disappoint")
Despite near-term concerns, analysts upbeat on ABB India's stock
ABB India's Q2CY25 (the company has a December year ending) results disappointed with order inflows down 12 per cent year-on-year (Y-o-Y)
 "Despite near-term concerns, analysts upbeat on ABB India's stock")
Sustaining cigarette volumes, FMCG recovery key monitorables for ITC stock
The disappointing FMCG performance could see recovery on better consumption since ITC has historically enjoyed industry-leading growth in several FMCG category drivers
 "Sustaining cigarette volumes, FMCG recovery key monitorables for ITC stock")
Street bullish on HUL as prospects improve, analysts eye key growth drivers
HUL reports flat sales growth in Q1 FY26 due to macro and forex challenges but maintains a positive outlook, with analysts upbeat about the company's growth prospects
 "Street bullish on HUL as prospects improve, analysts eye key growth drivers")
Marcus Du Sautoy's book demystifies maths, builds bonds with humanities
How creativity is intimately connected to mathematics, even when the artists themselves may not be fully aware of it
 "Marcus Du Sautoy's book demystifies maths, builds bonds with humanities")
Strong order pipeline and execution momentum to drive gains for L&T
Strong growth in international projects, lower working capital, and a robust order pipeline position L&T for outperformance in FY26
 "Strong order pipeline and execution momentum to drive gains for L&T")
