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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

Capital expenditure to weigh on oil marketing companies' cash flows

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

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

Pace of order inflow, peak margin worries for ABB after strong Q4

The company believes slowdown in transient and that growth will rebound going ahead

Upside ahead for Apollo Hospitals on robust guidance, valuations

APHS delivered strong growth in realisation per patient as well as number of patients

Near-term headwinds likely to keep United Breweries under pressure

The company is planning to invest Rs 750 crore in a greenfield brewery in UP, to produce mainstream and premium brands

Novelis expects improved outlook in near term, Q4FY25 to outperform Q3

Upstream revenue in aluminium stood at Rs 9,990 crore in Q3FY25 (+25 per cent Y-o-Y).

Demand woes lead to valuation downgrades for Bharat Forge's stock

BHFC's Q3FY25 standalone revenue dropped 7 per cent Y-o-Y at Rs 2,100 crore, while operating profit dropped 5.5 per cent (unadjusted) at Rs 610 crore

Earnings downgrades a worry for Siemens India amid muted Q3 showing

The energy segment delivered good performance with revenue at ₹1,440 crore (+29 per cent Y-o-Y)

Moderate valuations offer support for NMDC despite market headwinds

Iron ore production stood at 13.3 mn tonnes (up 9 per cent Y-o-Y and 61 per cent Q-o-Q), while sales stood at 11.9 mn tonnes (up 5 per cent Y-o-Y and 20 per cent Q-o-Q) during the quarter under review

Varun Beverages' stock poised for steady growth amid strong India business

Operating profit margins were flat Y-o-Y at 15.7 per cent due to the consolidation of South Africa business

Weak earnings, slow execution play spoilsport for Power Grid Corporation

The company has set a capex target of ₹23,000 crore and a capitalisation goal of ₹18,000 crore for FY25

Volume trends in cigarettes, FMCG key to ITC's recovery after weak Q3

Cigarettes and FMCG margin contracted due to inflation in input costs

Hacking AI for the big bang: Exposing risks of sensitive data leaks

Given its mutable ethics, manipulating AI into yielding information on sensitive subjects, such as how to make nuclear bombs, is not difficult

Strong cash flows, robust pipeline positive for Godrej Properties

Commercial projects on Golf Course Road, Gurugram, received an occupancy certificate in Q3FY25 and are 40 per cent leased out

Post healthy Q3 performance, Tata Power stock can see gains ahead

Tata Power reported consolidated EBITDA of Rs 3,350 crore in Q3FY25 (+38 per cent YoY)

Higher production likely to help revive investor sentiment in ONGC

Brent crude oil price per barrel averaged $75 in Q3 (vs $80.7 in Q2), with weak demand and comfortable supply

Stay selective in capital goods as sector faces slow growth environment

There was less activity and fewer project awards in roads, railways and water sectors in FY25

Budget 2025 impact: Consumption-related stocks likely to see further gains

The Nifty 50 index is down about 10 per cent from its September 2024 highs of 26,277. The last four months have seen month-on-month losses largely due to sustained selling by the FPIs

Strong order inflow, execution likely to be positives for L&T stock

The company is well-placed in 4-5 large domestic orders and has visibility of Rs 50,000 crore in inflows for Q4FY25