Krishna Kant
Krishna Kant
Page 53 - Krishna Kant
India's slowdown warriors
Five companies that have defied the gloom, and are set to do even better once the Indian growth story resumes
 "India's slowdown warriors")
Tech Mahindra beats the Street
There is scope for more improvement in profitability, given the gap between the company and the big 4
 "Tech Mahindra beats the Street")
India Inc's global dreams: So near, yet so far
Many of India's top companies now rival their global peers in scale of operations, but remain pygmies on key financial parameters
 "India Inc's global dreams: So near, yet so far")
Higher-end shift in export basket
Rising share of engineering goods, pharma at expense of traditionals such as textiles, gems & jewellery
 "Higher-end shift in export basket")
Rupee may be an outlier
May depreciate but at slower pace than emerging market peers
 "Rupee may be an outlier")
Winner takes all
Sun Pharma is now India's largest drug maker and among the ten most valuable pharma companies globally
 "Winner takes all")
More cheer so far this earnings season
The net profit of Sensex companies is up 23% and 14 out of 18 companies having beaten the earnings estimates
 "More cheer so far this earnings season")
Auto, pharma steal show from textiles and jewellery in export mkt
In last ten years automobile and pharma exports have grown at a CAGR of 30% and 22% respectively
 "Auto, pharma steal show from textiles and jewellery in export mkt")
GAIL surprises with 31% jump in profits on lower subsidies
Net sales zoom 28% to Rs 15,981 cr
 "GAIL surprises with 31% jump in profits on lower subsidies")
Tatas now only half as small as PSUs
Over 10 years, Tata group companies' investment in fixed assets increases at 24% CAGR; non-banking & financial PSUs' rises at 10.8%
 "Tatas now only half as small as PSUs")
IT wings help early birds fly high
Net profit of 82 firms up 20.2%, but topline growth slows to 14.7% on muted show by manufacturing firms
 "IT wings help early birds fly high")
Royalty bigger than dividends for MNCs
In five years, royalty payments have grown 31.1% yearly, much faster than rise in revenue and profit
 "Royalty bigger than dividends for MNCs")
As Modi wants tax reforms, data show direct tax-GDP growth link
The post-1991 economic boom was accompanied by a reduction in indirect taxes and rise in the share of direct taxes, and vice versa in the current slowing
 "As Modi wants tax reforms, data show direct tax-GDP growth link")
IT exports and remittances no more enough to cover import bill
In last ten years, India's import bill grew at a CAGR of 23% against 20% growth in IT exports and dollar remittances during the period
 "IT exports and remittances no more enough to cover import bill")
PSU exchange-traded fund a weak bet for investors
Putting money in key PSUs a better option
 "PSU exchange-traded fund a weak bet for investors")
Navy helps public sector shipyards beat slowdown
Barring one, three debt-free and sitting on large cash reserves
 "Navy helps public sector shipyards beat slowdown")
Better days ahead for India Inc
IT, pharma and auto likely to drive earnings growth in the third quarter; banking, oil & gas and capital goods to be a drag
 "Better days ahead for India Inc")
One stock at a time
Markets lack the fuel for a broader rally but you can still make money in 2014, if you select the right stocks and hold on to these for some time
 "One stock at a time")
We can grab a much larger share of global generic drug market: Dilip Shanghvi
Interview with Founder & Managing Director Sun Pharmaceutical
 "We can grab a much larger share of global generic drug market: Dilip Shanghvi")
Cyrus Mistry scores faster than Sensex
Tata group's market value is up 38% against the 9% rise in the Sensex in the past 12 months
 "Cyrus Mistry scores faster than Sensex")