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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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
 "High-growth segments, Tier II, III cities to drive long-term gains for ABB")
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
 "Upper-teens EPS growth likely for Gland Pharma in next two financial years")
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
 "Dabur Q2 may be a blip, price fall may provide entry to long-term investors")
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
 "Nobel for protein folding sparks debate on AI's role in scientific prizes")
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
 "After strong Q2, execution is key for further gains in Tata Power")
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
 "Healthy growth outlook, market share gains positive for Marico stock")
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
 "NTPC Green Energy's Rs 10,000 crore IPO likely to unlock value for parent")
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
 "Volume outlook, e-auction premiums remain positive for Coal India stock")
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
 "Strong India biz growth to drive gains for Godrej Consumer Products")
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
 "Cut in FY25 estimates likely to keep SBI Life stock under pressure")
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
 "Growth trajectory to aid higher valuations for Persistent Systems")
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
 "The Trolls of Wall Street: How tech-savvy retail traders changed markets")
Capacity expansion may drive gains for CG Power and Industrial Systems
Management expects power transformer capacity to reach 35k MVA by March 2025 and shared plans to take it to 40k MVA
 "Capacity expansion may drive gains for CG Power and Industrial Systems")
Lower production cost likely to support Hindustan Zinc's margins
The volume of mined metal for Q2FY25 stood at 256 kilo tonnes or kt (up 2 per cent Y-o-Y, down 2 per cent Q-o-Q), due to higher ore production at Zawar mine offset by lower volume at SK Mine
 "Lower production cost likely to support Hindustan Zinc's margins")
AI may have finally tipped the scales in favour of nuclear energy again
If fuel is reprocessed, it can be reused. But the reprocessing turns it into weapons-grade fuel, which means it can also be used to make big bangs
 "AI may have finally tipped the scales in favour of nuclear energy again")
Margin pressure ahead as city gas distribution majors continue to struggle
Given the weak demand, and lower price arbitrage versus petrol/ diesel, and upcoming Assembly elections, price increases will be gradual, hitting margins across H2FY25
 "Margin pressure ahead as city gas distribution majors continue to struggle")
Margin pressure clouds near-term outlook for L&T Technology's stock
Management maintains FY25 guidance of 8-10 per cent revenue growth in CC, which implies a steep growth rate of 4.5-7 per cent growth per quarter in H2FY25
 "Margin pressure clouds near-term outlook for L&T Technology's stock")
HDFC Asset Management Company valuations ride on high growth expectations
Strong equity markets and strong inflows have led to a higher share of equity in QAAUM to 65.7 per cent up 810bps Y-o-Y and 140bps Q-o-Q
 "HDFC Asset Management Company valuations ride on high growth expectations")
Sentiment positive for OMCs amid lower oil prices, marketing margins
The volatile geo-political situation should lead to some caution for investors. But given the weakness in global and China demand, these trends could persist
 "Sentiment positive for OMCs amid lower oil prices, marketing margins")
Order pipeline, margin gains positive for Larsen & Toubro's stock
The brokerage believes that the order book would grow at 12 per cent CAGR over FY24-27
 "Order pipeline, margin gains positive for Larsen & Toubro's stock")
