Page 13 - Krishna Kant/workspace/business Standard Web/video

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

Rise in US bond yields would result in lower valuations for Indian equities

This increase in the US bond yield, the most significant in roughly four decades, is consequential

Metal stocks rally defies global peers, not backed by fundamentals

Metal stocks continued to rally last week, despite weakness in the overall market

India-US bond yield spread falls to lowest level in more than 17 years

This makes Indian bonds less attractive to foreign investors

Impact check: Higher crude oil prices threaten India Inc's profit margins

Weak demand, global slowdown add to their woes

A first since 2007: Sensex's yield gap with 10-yr US bond turns negative

The Sensex had an earnings yield of 4.11 per cent on Friday against 4.47 per cent yield on 10-year US government bonds

LIC to Hindustan Unilever: Here're 10 largecaps that may lead bull charge

Largecaps are trading at a valuation discount to mid and smallcap stocks and this has made them attractive

IT companies' forex revenue exceeds earnings of other manufacturers in FY23

According to data, the combined forex revenue of listed IT companies grew by 20.7 per cent to reach Rs 5.14 trillion in FY23

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