Page 14 - Krishna Kant

Corporate capital expenditure fell two quarters in a row, says report

A slowdown in fresh investments has resulted in a steady decline in the contribution of the corporate sector to overall capex and its share in GPD

India Inc continues to remain heavily import-dependent for inputs

Growth in forex revenue continues to lag increase in forex expenses

Trent steals DMart's thunder to become hottest retail stock on valuations

Tata-owned fashion retailer's P/E ratio at 150 times is far ahead of DMart's 101 times

From Hindustan Unilever to Britannia, FMCG stock rally skates on thin ice

Sector could run out of steam, given sharp slowdown in the industry revenue growth

Top 5 family-owned biz groups see a mixed Q1; net profits up 13.9%

Combined net sales of listed firms in these groups slowed to 2.2%

Write-offs, investments in loss-making arms drain Tatas' dividend income

Tata Sons also made a fresh equity investment worth around Rs 1,800 crore in Tata Electronics in the past two years

Tightening India-US 10-year bond yield spread puts rupee under pressure

The yield on 10-year Indian government bonds is now only 295 basis points higher than that of US 10-year treasury bonds, the lowest since January 2007

India Inc's Q1 result review: Margin boost cushions slower revenue growth

India Inc's combined quarterly net profit rose 47% to a record Rs 3.36 trn; net sales were up just 5%

Sectoral earnings dashboard: Auto takes the wheel, banks ride shotgun

IT services, a growth driver, showed a revenue and profit slowdown, ranking third in net profit after banks and oil firms

SBI beats Reliance Industries to become India's most profitable company

Public sector lender's quarterly net profit in Q1 at Rs 18,537 crore ahead of RIL's quarterly net profit numbers

Q1 results: India Inc profit surges 65% but shows lopsided growth

The combined net sales of all companies in the sample were up just 7.3 per cent YoY in Q1FY24, the lowest in the past 10 quarters

Sensex's yield gap with 10-year US bonds near 0, least since 2008

This gives little incentive to FPIs to invest in Indian equities

Equity valuations once again on the rise even as profit moderates

A steady rise in the valuation has been largely due to higher stock prices, and not because of faster growth in corporate earnings

Casting a shadow: India Inc earnings feel the squeeze of interest costs

The 271 companies in our sample together spent Rs 21,183 crore on interest expenses in Q1FY24 up from Rs 15,552 crore a year ago and Rs 20,498 crore in Q4FY23

Demerger to boost ITC's cash flows, create India's 2nd biggest hotel group

The demerger will however have only a marginal negative impact on ITC overall earnings and share price given the hotel division miniscule contribution to its consolidated finances

Q1FY24 results: Revenue growth of early birds at a 10-quarter low

India Inc more dependent on BFSI, IT companies to drive growth

Information technology companies battle revenue slowdown, margin decline

The meltdown in IT stocks on Friday was triggered by the Infosys results and projections announced the previous day

Jio Financial Services: India's biggest demerger in the value terms

According to Reliance Strategic Investments annual report for FY22, it had other long-term investments worth around Rs 181 crore

Rally in defence equipment makers' stocks not in sync with earnings growth

According to Chokkalingam, the rally is an opportunity for investors to book profits in these stocks rather than make fresh investments

Results preview: Poor O2C showing may pull down RIL's revenue, profit

In Q1FY24, it may witness the first YoY net sales decline since Q3FY21 and the sharpest net profit fall since Q2FY21