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Banks, finance companies lost out in 2023 despite record earnings

BFSI firms hold a weighting of 34.5%, down from 36.7% at the end of Dec 2022

At Rs 3 trillion, corporate guarantees highest in 4 years but far from peak

Despite this steep rise, total outstanding corporate guarantees are still 28 per cent lower than the record high of Rs 4.23 trillion at the end of FY14

A tango: Indian equity market valuation rises as US bond yields ease

Earlier, earnings yields in the Indian equities have risen in line with the rise in bond yields in the US

Realty sector's inventory surges to over Rs 1 trn, outpacing sales growth

This analysis is based on a common sample of 19 listed real estate companies that are part of the BSE500, BSE Midcap, and BSE Smallcap indices

BFSI forms larger pie of corporate profits in India than US, Europe

This surge is largely due to rising lending rates and an expansion in the net interest margins of banks and non-bank lenders

FY24 earnings makeover: IndianOil to MRF, companies rewrite profit playbook

Q2 of 2023-24 saw a profit metamorphosis as standout firms marked the biggest earnings upgrades

India Inc capital expenditure growth enters slow lane in first half of FY24

This follows the sharp deceleration in revenue growth

Oberoi Realty flying high on new launches; brokerage bullish on the stock

Analysts expect the company to maintain its growth momentum and continue to deliver strong earnings growth with new project launches

Divergent trends in consumer spending: Auto shines, FMCG stumbles on demand

The share of the automobile sector, including makers of auto ancillaries, in corporate net sales rose to a 10-quarter high of 10.05 per cent during July-September 2023

Fall in commodity, energy prices fuels India Inc's Q2FY24 earnings

Analysts say gains from margin expansion have peaked for now

Corporate profits surge, but Sensex earnings remain in slow lane

Shows deceleration in earnings of top-listed firms from FY22 highs

10 firecracker largecaps that deliver bang: Brokerage picks for Samvat 2080

Amid concerns over small and midcap valuations, brokerages suggest navigating the investment landscape like a well-timed fireworks display, favouring the brilliance of largecap stocks

Life insurance a sunrise sector poised for lift-off: CEOs at BS BFSI Summit

This capital gap alone shows the growth opportunity available in the life insurance industry over the next 10 to 15 years according to Naveen

BFSI, oil & gas sectors key drivers of India Inc earnings as IT slips

A slowdown in the IT services sector is expected to impact the growth of overall corporate earnings in the coming quarters

IT industry salaries, wages continue to give margins a run for its money

The industry's core operating margins (that exclude other income) declined to 22 per cent of net sales in Q2FY24 from 22.4 per cent a year ago and the five-year average of 23.6 per cent of net sales

Great Eastern Shipping to Petronet LNG: 10 value bets for rich payoffs

Krishna Kant & Ram Prasad Sahu suggest stocks of non-BFSI firms with the right blend of low valuation, positive cash flow, good earnings visibility

Early birds' Q2 profit soars, revenue growth slowest in 11 quarters

Earnings up 21.8% Y-o-Y; top line a worry

IT sector job woes may pull down overall consumer demand in India

Historically, there is a strong positive correlation between the growth of compensation (salary, wages, etc) in the IT sector and the growth of PFCE in the economy

Tata Sons comes to rescue of Tata Play as it faces growth headwinds

Tata Sons' deal with Temasek is expected to value Tata Play at around $1 billion, or around Rs 8,300 crore

Result preview: India Inc's show likely to fail to dazzle in Q2FY24

Brokerages see profit growth at 19.6%, slower than Q1