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Higher credit costs may impact growth of SBI Cards and Payment Services

SBI Cards and Payment Services, the only listed pure-play card issuer, saw weak growth at 3.5 per cent Y-o-Y in July

Double digit growth and rural revival positive for Marico's stock

Marico's Q1FY25 consolidated revenue grew 6.7 per cent Y-o-Y to Rs 2,640 crore, while operating profit rose 9.1 per cent Y-o-Y to Rs 630 crore

New client additions to turbocharge growth for Dixon Technologies

Dixon targets Rs 48,000 crore in revenue from IT hardware under the PLI scheme over the next six years

Green investments set to add spark to Tata Power, but challenges remain

This underlines Tata Power's ambitions to lead India's renewable energy or RE transition

Analysts expect turnaround for IT firms with growth recovery, higher margin

While revenue growth for the companies represented in Nifty IT Index could be at an annual rate of 8.5 per cent over FY24-27

Trial for free speech: Wikipedia, Telegram, X controversies reshape debate

Since they are ongoing in large democracies, they will be taken more seriously by everyone than blanket bans in autocracies

Havells' valuation factors in gains from buoyant demand, expansion

Industry revenue has risen above the long-term average, due to the heatwave

Growth and credit cost concerns mar microfinance sector prospects

The rapid growth in AUM in the last two years may have led to potential over-leverage by borrowers

Rising order inflows, execution to help road infrastructure companies

Execution is likely to improve sharply in H2FY25 after some pickup in Q2FY25. Only 95 kilometres (km) of projects were awarded in Q1FY25 versus a full-year target of 5,000 kilometres

Strong prospects, valuations to drive gains for hotel companies' stocks

Occupancy may improve by up to 5 per cent, with the average room rate growing at 7-8 per cent over three years

Street positive on cement stocks despite pricing pressures, demand woes

The industry continues to see consolidation and the top five will gain aggregate market share due to large capex. This could lead to more pricing power

Strong earnings growth ahead for listed sugar companies' stocks

The blend ratio targeted is 20 per cent (80 percent petrol with 20 per cent ethanol) for Nov '24-Oct '25, up from an estimated 14 per cent in Nov '23-Oct 24

Pricing weakness likely to weigh on Indian steel companies stocks

In Q1FY25, Tata Steel and JSW Steel posted flat operating profit margins as higher volumes and lower input prices compensated for low steel prices

Valuations reflecting multiple positives for airlines major IndiGo

India is a very underpenetrated aviation market, which means a strong growth outlook

Any correction in oil marketing companies could be a buying opportunity

The gross refining margins or GRMs and gross marketing margins for OMCs are critical

A banana apocalypse: World's plantations are at risk of being wiped out

A new fungal threat could wipe out the world's banana plantations, which have lost the ability to mutate and produce disease-resistant varieties

Look beyond surrender value rules as growth healthy for life insurers

There is some post-Q1FY25 guidance on growth and margins as follows: HDFC Life targets doubling VNB in four years and hopes to outpace the industry in retail APE (annual premium equivalent) growth

Volume rebound, moderate valuation positive for mining major NMDC

NMDC spent Rs 400 crore on capex in Q1 against the annual target of Rs 2,200 crore for FY25

Apollo Hospitals Enterprise likely to ride on healthy business outlook

APH expects online pharmacy distribution margins to grow to 20 per cent in FY25, from 13.6 per cent currently

Hero MotoCorp to vroom on new launches and uptick in rural growth

Valuation is trading around 22 times expected FY25 earnings per share and investors would have to factor in holdings in Hero FinCorp and Ather after taking a holding company discount