Krishna Kant

Sky high: Investors pile into defence stocks with all guns blazing

In FY25, revenue expenditure accounted for 65 per cent of total defence sector allocation and this ratio has been 62.4 per cent on average since FY21

Tata Consultancy Services emerges payout master in India's IT industry

TCS has cumulatively returned about ₹2.06 trillion to shareholders since 2020-21 (FY21), nearly matching its ₹2.07 trillion in net profit over the same period

Nifty 50 EPS grew just 4.7% in March quarter, slowest pace since 2017

This is likely to be the first time since the break-out of the pandemic in March 2020, that the index EPS may not grow on a sequential basis

India Inc's combined salary and wage growth slows amid muted demand

The sample includes 25 companies that are part of the Nifty50 benchmark index or 26 if we include Bajaj Finance, a subsidiary of Bajaj Finserv which is also an index company

BPSL liquidation: SC setback may be a minor bump as JSW expands capacity

Loss of BPSL could trim JSW Steel's total steel production capacity by 12%

Mid, smallcaps find their 2nd wind as Indian equity mkt rebounds in April

Middleweight stocks are in demand, leading the market with better returns in April's recovery

Nifty Bank's valuation still lags Nifty 50's despite recent rally

According to analysts the valuation discount is largely due to poor show by banks in the previous five years

Early-bird Q4 results reflect earning hiccups despite margin expansion

Net sales grew by 8.5 per cent, slightly better than the 8.1 per cent Y-o-Y growth rate in Q3FY25, but a sharp decline from the 11 per cent in the March quarter of FY24

Equities now appear pale in the shadow of gold's glittering returns

This is the best 12-month period for gold in the international market since May 2006 when yellow metal had rallied 54.6 per cent between May 2005 and May 2006

TCS sees sharp decline in share of Tata group's market capitalisation

TCS is expected to account for around 55 per cent of the combined net profit of 23 listed companies in FY25 down from its all-time high contribution of 106 per cent in FY20 and 64 per cent on FY23

IT companies' slice of Nifty 50 pie shrinks sharply to 17-year low

Sector's weighting in index has slipped to 10.2% from peak of 17.7%

Automobiles to pharma & healthcare: Earnings winter to persist in Q4FY25

Past champions such as banks, oil & gas and automotive seen as laggards

First time in 10 quarters: Nifty 50 earnings likely contracted in Q4

The contraction is likely to have been caused by a margin compression for banks and manufacturers and a further slowdown in revenue growth

The sector that didn't flinch: BFSI shines as markets face turbulence

Here are 10 stocks across different segments of the BFSI universe that have held up well in the past six months - and may have more room to run

Tumbling commodity, crude oil prices bad omen for India Inc earnings

Historically, commodity and crude oil markets have exhibited a high positive correlation with equity valuations and company profits

10 equity funds that check every box on returns, risk and expenses

Here are ten equity schemes across five categories - Small Cap, Mid Cap, Large Cap, Large and Mid Cap and Flexi-Cap category that have shown their mettle in the recent past and as well in the long-ter

Slowdown suspense: India Inc trails without a macroeconomic crisis

Companies are struggling to improve revenue and profit even as there's no macroeconomic crisis. Sectors as varied as consumer goods and cement are affected

Masters of the unlisted universe: Indian units of global giants shine

The large share local subsidiaries of global MNCs have in the league table shows the role foreign companies and capital play in the Indian economy

Trent: Still a pricey bet on fast fashion retail, stays in top picks

The stock was trading at a trailing price-to-earnings (P/E) multiple of nearly 200 times at the end of September 2024, one of the highest among large-cap stocks

IT's market grip loosens in Nifty 50, weight at 16-year low of 11.66%

Weak earnings, Trump policies weigh on IT stocks