Page 11 - Krishna Kant

Gap in stock prices, corporate earnings at highest level since 1990

Analysts attribute the growing divergence between stock price and corporate earnings to the valuation-driven rally

Vodafone Idea looks to raise Rs 18,000 crore via India's biggest FPO

Priced at Rs 10-11 a share, offer opens on Thursday

Crude realisation: Oil's slick grip threatens corporate margins, profits

In the past a rise in crude oil prices has resulted in lower corporate margins and profits

Q4 results preview: Nifty cos' profit growth seen at slowest in 5 qtrs

Brokerages expect revenue growth to remain in low single digits

Earnings of India's top 500 companies growing faster than US peers'

BSE500 companies' combined revenue growth, however, lagged S&P 500 firms' during trailing 12 months ended Dec 2023

FY25: An opportunity for long-term investors to pick small, midcap stocks

The selloff in the small and midcap stocks has led to a moderation in valuation in the segment

BS 1000: Vaccine maker to logistics major, here're the top unlisted firms

Besides MNCs, the top 30 list also includes two public-sector companies: Orissa Mining Corporation and HLL Life Care

India Inc's capex frontier: When will companies start spending big time?

The economy is growing and capital markets are buoyant. A look into why companies aren't spending enough

Only 8 Sensex companies disclosed political donations in five years

Bharti Airtel stood out as the only Sensex company that consistently made political contributions each year, in the past five financial years

Small, midcap valuation premium over benchmarks shrinks, shows data

The long-term data, however, suggests the mid and small stocks have on most occasions traded at a premium to the benchmark index

Firms report electoral bonds under donations, miscellaneous expenses

A reading of the reports suggests that there is no standard practice for reporting political contributions and it is left to the company's discretion to report them as they find fit

'Why malign India Inc? Electoral bonds just tip of poll funding iceberg'

While most companies have mentioned about their spending in electoral bonds in some form in their annual reports, very few have been upfront and categorical about their disclosures

Home business grows faster than overseas for India's biggest MNCs

These companies' revenues in India have grown at a faster pace than their overseas revenues. As a result, the contribution of Indian business to consolidated revenues has steadily increased

Defying trend: Earnings growth no match for rally in CPSU stocks

Valuation rerating largely behind surge in mcap

Margin gains propel India Inc's Q3 profit despite revenue slowdown

The combined earnings were, however, up only marginally from Rs 3.15 trillion reported in Q2FY24 as well Q4FY23

Sensex earnings yield gap with 10-year US treasury bond turns negative

A negative spread between Indian equity yield and US long-term Treasury bond makes Indian equities less attractive for foreign investors and may lead to a selloff by FPIs

TCS mcap share in Tata group falls below 50%, a first in more than a decade

The rally in the Tata stocks has been by smaller companies while Tata Consultancy Services (TCS) - the biggest company in the group by market capitalisation- has been a laggard

Q3 results: Decline in volume, revenue growth drags FMCG companies

Their combined net sales were up just 7.4 per cent year-on-year (Y-o-Y) in Q3FY23, which was the lowest in nine quarters then

Budget: India Inc results may mirror govt expenditure in upcoming qtrs

In comparison, Larsen & Toubro, Maruti Suzuki, and Bajaj Auto have seen strong double-digit growth in net sales and net profit. fuelling a rally in their share prices

Banks' valuation discount to Sensex hits 10-year high, shows data

This is due to a relatively poor showing by top banking stocks on the exchanges in recent months. Analysts attribute this to the prospects of their muted earnings growth in the next few quarters