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Tata Motors: Positives fully priced in, analysts still upgrading the stock

Company expects to improve EV penetration and expand margins in CV segment

Hopes of the commodity upcycle seem priced in for Vedanta stock

The group derives 38 per cent of its EBITDA from aluminium, 41 per cent of EBITDA from zinc and 14 per cent from oil

Iron ore price recovery, steady demand positive for state owned NMDC

NMDC planned capex of Rs 1,750-1,800 crore for FY24 and Rs 2,000-2,100 crore for FY25

Weak demand environment to delay recovery in quick-service restaurants

While competition is intense, growth has seen non-vegetarian options starting to outpace vegetarian. KFC, for example, has an 85 per cent contribution from non-vegetarian

Behind the glitter: Why is gold going up in value, how should you invest?

It is not an interest-bearing asset and has precious little industrial use

Titan, Kalyan Jewellers' Q4 business updates point to bright prospects

Titan added 29 new stores (Tanishq 11 new stores and Mia 18) with 27 in India and one each in Dubai and Chicago, plus 44 new W&W stores

Colgate's outperformance depends on volume recovery, premiumisation

The stock has risen by around 36 per cent in the last six months

BJP has an ambitious target

To go to 370, it would have to cross 45 per cent of the vote share. The aggregated National Democratic Alliance won 45 per cent of the vote in 2019, and 353 seats

Higher cash flows and moderate valuations to support Coal India stock

In FY24, CIL dispatched 618.5 MT (up 5.4 per cent Y-o-Y) to the power sector (vs committed volume of 610 MT). The power sector thus accounted for 82 per cent of total dispatches

Large domestic order book, exports growth key drivers for defence stocks

India is world's second-largest importer of defence equipment with 9% of global arms imports

Order pick up to sustain growth momentum for engineering major L&T

L&T's 9MFY24 saw a 65% surge in orders to Rs 1.8 trn propelled by international inflows, while domestic orders dipped by 11%

Growth expectations and better margins drive gains in hotel stocks

Industry earnings and growth/recovery rates have consistently surpassed market expectations over the past six quarters

Improving hiring expectations, investment gains positive for Info Edge

Naukri continues to be the market leader among recruitment portals with a database of over 95 million and a 70 per cent traffic market share in the segment

Capacity expansion to drive margins for Jindal Steel & Power stock

JSPL projects a capex allocation ranging between Rs 7,500-10,000 crore annually for the next three-year period

Strong outlook, robust domestic demand to support Cummins India stock

Riding on a 36 per cent growth y-o-y in the domestic market, the company posted an overall revenue growth of 16 per cent

Slowdown in growth trends, valuations near term hurdles for Dmart

Globally it is among the lowest cost retailers. DMart deliberately went slow on private-labels in order to avoid being seen to compete with suppliers and key brands

Ghosts who act: Rise of creepy, but lucrative digital afterlife industry

It may soon be possible to have digital replicas of Madhubala and Dilip Kumar star in a 2025 movie. This may be creepy, but also lucrative

Political funding's troubling sinkhole

Electoral bonds echo an old colonial playbook, and unless those issues are addressed, they will remain a gateway to corruption

Improving metrics keep Street positive on stocks of public-sector banks

In FY23 and FY24 (7 quarters of two fiscals) they reported higher earnings than in the past decade ending FY22

Cintra deal, expanding order book triggers for IRB Infrastructure

IRB Infrastructure Developers (IRB) owns 51 per cent of the units, with the remaining 49 per cent held by various GIC Affiliates