Business Standard

Devangshu Datta

Near-term outperformance likely to sustain for Polycab and Havells

Polycab's Q1FY25 revenue stood at Rs 4,700 crore, up 21 per cent Y-o-Y, with the operating profit margin up 6 per cent Y-o-Y to Rs 580 crore

Near-term outperformance likely to sustain for Polycab and Havells
Updated On : 19 Jul 2024 | 10:50 PM IST

Multiple triggers ahead for affordable housing finance companies

Investor interest in AHFCs has increased, given expectations of measures in the Budget to boost the affordable housing market as well as the growth trajectory

Multiple triggers ahead for affordable housing finance companies
Updated On : 19 Jul 2024 | 12:01 AM IST

Volume outperformance, steady results factored into Bajaj Auto's valuations

The company expects to outperform the 7-8 per cent growth in the domestic 2W industry on the back of growth in the 125cc+ segment and the launch of CNG motorcycle 'Freedom 125'

Volume outperformance, steady results factored into Bajaj Auto's valuations
Updated On : 17 Jul 2024 | 11:29 PM IST

Demand recovery hopes, valuations to support Hindustan Unilever stock

The FMCG sector is hoping for demand recovery with hopes of a better monsoon helping rural demand and expectations of a pro-consumption Budget

Demand recovery hopes, valuations to support Hindustan Unilever stock
Updated On : 16 Jul 2024 | 10:15 PM IST

Higher orders and margin boost needed to sustain ABB's valuations

ABB could be a key player given the improved market for short-cycle orders from the private sector and T&D, railways, data centres, and PLIs

Higher orders and margin boost needed to sustain ABB's valuations
Updated On : 15 Jul 2024 | 10:37 PM IST

Rerating potential in Axis Bank stock, may be among top outperformers

Axis Bank may be capable of growing faster than peers and it may see a decline in operating expenses ratio from current levels

Rerating potential in Axis Bank stock, may be among top outperformers
Updated On : 12 Jul 2024 | 10:30 PM IST

Where play meets politics

Gender rights at Olympics emerge as the next frontier where sports and politics are set to collide

Where play meets politics
Updated On : 12 Jul 2024 | 10:27 PM IST

Reliance Jio listing: Tariff hikes a trigger, but spinoff better option

The current minority investors in Jio may prefer the spin off route and RIL could also consider buyout of current institutional stakeholders in Jio after the spin off if it wanted to shore up stake

Reliance Jio listing: Tariff hikes a trigger, but spinoff better option
Updated On : 11 Jul 2024 | 10:53 PM IST

AI and tech colonialism

Madhumita Murgia's book examines AI's influence on people and the impact of AI crunching huge amounts of data on their lives

AI and tech colonialism
Updated On : 11 Jul 2024 | 9:56 PM IST

Optimism in natural gas distribution co MGL's stock appears fully priced in

MGL distributes gas through an extensive CGD network of pipelines, and supplies CNG to 0.77 million vehicles and PNG to 1.53 million domestic households

Optimism in natural gas distribution co MGL's stock appears fully priced in
Updated On : 11 Jul 2024 | 12:08 AM IST

Analysts divided on GAIL's prospects; limited fresh gains in the offing

Analysts believe that there could be tariff hikes of 10-12 per cent starting in H2FY25 and continuing through FY26 and this could boost FY26 net profit as well

Analysts divided on GAIL's prospects; limited fresh gains in the offing
Updated On : 09 Jul 2024 | 11:11 PM IST

Downgrades, competition likely to keep Titan Company's stock under pressure

Titan reported sales growth of about 9 per cent Y-o-Y in Q1FY25

Downgrades, competition likely to keep Titan Company's stock under pressure
Updated On : 08 Jul 2024 | 10:54 PM IST

Earnings upgrade, valuation uptick for consumer companies' stocks

Increasing trends of premiumisation and volume growth may also expand operating margins by 50-75 basis points, despite higher marketing expenses and competition

Earnings upgrade, valuation uptick for consumer companies' stocks
Updated On : 05 Jul 2024 | 11:53 PM IST

Renewables financier Ireda's high valuation may limit further stock upside

Ireda, which provides funding assistance and other services to renewable energy and energy efficiency/conservation projects and is 75 per cent owned by the government of India

Renewables financier Ireda's high valuation may limit further stock upside
Updated On : 04 Jul 2024 | 10:53 PM IST

AMCs look strong but high valuations risk sharper fall in downturns

Companies have strong cash conversion, predictability and growth runway

AMCs look strong but high valuations risk sharper fall in downturns
Updated On : 03 Jul 2024 | 11:09 PM IST

Robust production, new initiatives to drive growth for Coal India

NRS offtake may remain high, leading to higher blended realisation because power plants with FSA have sufficient supply

Robust production, new initiatives to drive growth for Coal India
Updated On : 02 Jul 2024 | 11:30 PM IST

Clear skies ahead: Strong long-term gains for IndiGo as demand rises

Post-merger of Air India and Vistara, the top two players will hold around 90 per cent domestic market share together. However, IndiGo's superior cost structure is a likely differentiator

Clear skies ahead: Strong long-term gains for IndiGo as demand rises
Updated On : 02 Jul 2024 | 12:15 AM IST

Godrej Properties on solid growth foundation amid strong pre-sales

Pune, Bengaluru and Hyderabad will drive growth in the near term in contrast to the prior two years when it was NCR and MMR

Godrej Properties on solid growth foundation amid strong pre-sales
Updated On : 28 Jun 2024 | 11:07 PM IST

Navigating the hype-reality divide

From connectivity woes to infrastructure advancements and the startup boom, there is a gulf between claims and reality in India's economic landscape

Navigating the hype-reality divide
Updated On : 28 Jun 2024 | 10:24 PM IST

Earnings boost for Dr Reddy's Lab post consumer healthcare acquisition

In India, DRL has an OTC portfolio in the hydration, cough-cold-allergy, and skin care categories

Earnings boost for Dr Reddy's Lab post consumer healthcare acquisition
Updated On : 27 Jun 2024 | 11:46 PM IST