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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Rising competition putting pressure on stocks of Avenue Supermarts
While the earlier QCom players offered a price advantage to DMart, Flipkart Minutes and Amazon Tez are slightly below DMart on price, while pushing QCom convenience
 "Rising competition putting pressure on stocks of Avenue Supermarts")
Better execution needed to justify valuation for NTPC Green Energy
If we project forward to FY28, NGEL's current portfolio of ongoing projects with 17GW will contribute fully to earnings, with around 55 per cent annual growth in operating profit over FY2024-28
 "Better execution needed to justify valuation for NTPC Green Energy")
Ultratech to Shriram Cement: Price hikes key trigger for cement majors
Ultratech Cement saw volumes up 3 per cent, while Shriram Cement was the top volume gainer at 9 per cent, with Dalmia Bharat up 8 per cent
 "Ultratech to Shriram Cement: Price hikes key trigger for cement majors")
Growth at risk if Donald Trump follows through on his stated agenda
The government intends to impose massive Customs duties on many goods. It's possible trade partners will retaliate with counter-duties, triggering a trade war
 "Growth at risk if Donald Trump follows through on his stated agenda")
Lack of pricing power, competition to hit city gas distribution firms
Analysts are downgrading earnings projection and expect further cuts to APM allocations in the future
 "Lack of pricing power, competition to hit city gas distribution firms")
Order book, margin gain expectations to drive gains in Siemens
Large order inflow is likely over next 12-24 months such as 4-5 high voltage direct current (HVDC) electric transmission, locos or train sets among others
 "Order book, margin gain expectations to drive gains in Siemens")
Valuations factor in the positives for Hitachi Energy India's stock
Hitachi Energy is poised to benefit from its presence in high-growth segments such as renewable energy, transmission, data centres, e-mobility, railways, battery storage, etc
 "Valuations factor in the positives for Hitachi Energy India's stock")
Godrej Properties to gain from strong land portfolio, demand outlook
GPL's pipeline for H2FY25 has a GDV of Rs 15,000 core including projects in Gurugram, NOIDA, Mumbai, Pune and Hyderabad
 "Godrej Properties to gain from strong land portfolio, demand outlook")
Strong Q2 performance, growth outlook drive gains for Info Edge stock
In its pre-quarter update, Info Edge had already disclosed a 14.3 per cent Y-o-Y growth in standalone billings, highest in the last 6 quarters
 "Strong Q2 performance, growth outlook drive gains for Info Edge stock")
Premium valuations likely to cap upsides for Indian Hotels' stock
The company expects revenue per available room (RevPAR) growth to remain strong, with like-for-like RevPAR to grow in high single digits
 "Premium valuations likely to cap upsides for Indian Hotels' stock")
Domestic and pharma businesses, lower guidance to weigh on PI Industries
Given healthy reservoir levels and late withdrawal of monsoon, the agricultural sector should see demand recovery, while pharma is also positioned for recovery
 "Domestic and pharma businesses, lower guidance to weigh on PI Industries")
New initiatives, margin gain hopes positives for logistics major Delhivery
The expectations for service operating profit margin in PTL is set to reach 16-17 per cent, excluding yield improvements, driven by volume growth
 "New initiatives, margin gain hopes positives for logistics major Delhivery")
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
 "Defence a key growth driver for auto component major Bharat Forge stock")
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
 "Neighbourly insights: Pollsters ask voters to predict neighbours' choices")
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
 "Volume growth for NMDC to remain robust in H2 with environmental clearances")
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
 "Hindalco poised for growth with expansion, robust operational results")
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
 "Demand and margin gains ahead for agrochemicals manufacturer UPL")
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
 "Strong growth, margin metrics could support LIC's stock valuations")
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
 "Volume growth, margins lead to earnings upgrade for Page Industries")
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
 "Higher volumes, profitability gains boost Gail's Q2FY25 performance")
