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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.

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With stock 15% down since Feb, margin concerns ahead for United Breweries

The alcoholic beverages segment saw some demand in Q3FY25, driven by the festive season, and the reopening of the Andhra Pradesh market

With stock 15% down since Feb, margin concerns ahead for United Breweries
Updated On : 19 Mar 2025 | 9:54 PM IST

Q4 volume gains, margins likely to sustain rally in Godrej Consumer

In the near term, GCPL's India profitability may continue to face pressure given modest volume growth and higher input cost

Q4 volume gains, margins likely to sustain rally in Godrej Consumer
Updated On : 18 Mar 2025 | 11:50 PM IST

Despite lower FY26 estimates, Street remains bullish on AMC stocks

Such a trend of pessimism would show up as lower inflows to mutual funds, including lower SIP inflows

Despite lower FY26 estimates, Street remains bullish on AMC stocks
Updated On : 17 Mar 2025 | 11:40 PM IST

Expanding product portfolio to drive growth for Zydus Lifesciences

The near term trigger for the stock is its plan to acquire Amplitude Surgical

Expanding product portfolio to drive growth for Zydus Lifesciences
Updated On : 14 Mar 2025 | 11:52 PM IST

Higher mineral tax likely to pose a challenge to cement sector recovery

Limestone is a key raw material for cement. It amounts to about 65 per cent of the total raw material cost

Higher mineral tax likely to pose a challenge to cement sector recovery
Updated On : 13 Mar 2025 | 11:11 PM IST

While global indices fall, India's base metal stocks poised for price gains

Amid geopolitical confusion over US tariff policy, there could be a great deal of volatility

While global indices fall, India's base metal stocks poised for price gains
Updated On : 12 Mar 2025 | 10:29 PM IST

Hot summer likely to boost power demand and lift power utility stocks

The regulated tariff model of NTPC provides clear visibility on revenues, and there could be RoE (return on equity) increases given expansion in both thermal and RE

Hot summer likely to boost power demand and lift power utility stocks
Updated On : 11 Mar 2025 | 10:50 PM IST

Margin woes to continue for city gas distribution companies in Q4

Continued geopolitical tensions will keep Europe's demand high in CY25

Margin woes to continue for city gas distribution companies in Q4
Updated On : 10 Mar 2025 | 10:59 PM IST

A gift that keeps giving: Athena's landing brings humanity closer to Moon

In the very long term, meaning decades down the line, space mining may be a highly profitable venture

A gift that keeps giving: Athena's landing brings humanity closer to Moon
Updated On : 07 Mar 2025 | 11:11 PM IST

Hotel stocks likely to rebound amid sustained strong growth rates

During Q3, hotels reported strong pricing growth across key markets. Revenue growth is expected to remain strong in Q4

Hotel stocks likely to rebound amid sustained strong growth rates
Updated On : 06 Mar 2025 | 11:29 PM IST

Cement prices see three-month rise; dealers optimistic about future

Average pan-India cement prices are about 2-2.5 per cent higher compared to the October-December quarter of 2024-25 (Q3FY25)

Cement prices see three-month rise; dealers optimistic about future
Updated On : 05 Mar 2025 | 11:05 PM IST

At current crude oil levels, correction could turn ONGC attractive

The US EIA forecasts Brent crude prices to average $74 per barrel in CY25, down 8 per cent Y-o-Y and to decline to $66 per barrel in CY26

At current crude oil levels, correction could turn ONGC attractive
Updated On : 04 Mar 2025 | 11:36 PM IST

Growth and margin woes likely to keep a lid on LTI Mindtree stock

The October-December quarter (Q3) of FY25 record deal-intake of $1.68 billion (up 29 per cent quarter-on-quarter or QoQ) could aid growth in Q4FY25

Growth and margin woes likely to keep a lid on LTI Mindtree stock
Updated On : 03 Mar 2025 | 11:05 PM IST

Strong volume recovery likely to drive upgrades for Coal India's stock

NCL is the third largest subsidiary with sales of 138 million tonnes in FY24, contributing 18 per cent of CIL's total sales volume

Strong volume recovery likely to drive upgrades for Coal India's stock
Updated On : 28 Feb 2025 | 10:28 PM IST

Bandhan Bank, Ujjivan Small Finance Bank major beneficiaries of RBI move

The reversal in risk weights on MFI loans from 125 per cent to 100 per cent and 75 per cent will help reduce risk weighted assets or RWAs for banks

Bandhan Bank, Ujjivan Small Finance Bank major beneficiaries of RBI move
Updated On : 27 Feb 2025 | 11:21 PM IST

Lt General Nanavatty's biography explores evolution of soldiering in India

Lt General Rostum "Rusty" Nanavatty's biography paints a well-rounded portrait of an exemplary soldier and how soldiering has evolved amid India's security challenges

Lt General Nanavatty's biography explores evolution of soldiering in India
Updated On : 27 Feb 2025 | 10:33 PM IST

Demand pick up key for further gains in consumer electricals space

Fans registered low-single digit growth, while kitchen appliances faced low demand, and low LED prices adversely impacted lighting

Demand pick up key for further gains in consumer electricals space
Updated On : 26 Feb 2025 | 10:57 PM IST

Capex slows in FY25 but key infrastructure, power players set to benefit

The government is likely to miss its capex target in FY25, according to RE of Rs 8.2 trillion, lower by 8.3 per cent compared to budget estimates or BE

Capex slows in FY25 but key infrastructure, power players set to benefit
Updated On : 25 Feb 2025 | 11:10 PM IST

Capital expenditure to weigh on oil marketing companies' cash flows

Despite no Budget FY26 provisions, OMCs may be partially compensated for LPG under-recovery

Capital expenditure to weigh on oil marketing companies' cash flows
Updated On : 24 Feb 2025 | 11:29 PM IST

A chip off the quantum block: Microsoft's breakthrough reshapes computing

Microsoft outlined a scalable architecture built around a single-qubit device called a tetron. Tetrons can be connected in arrays to create a million-qubit chip if all goes according to plan

A chip off the quantum block: Microsoft's breakthrough reshapes computing
Updated On : 21 Feb 2025 | 11:29 PM IST