Devangshu Datta

ARPU gains, dividend trigger for Bharti Airtel as telecom enters new phase

Airtel, with industry-leading ARPU and subscriber growth, may also see a 60 basis points (bps) growth in operating profit margin

Production ramp-up, higher realisations expected to drive gains for ONGC

Upstream player ONGC has seen strong buying although 3QFY25 is expected to be flat

Q3FY25 updates point to strong growth ahead for jewellery companies

The Watches & Wearables domestic growth was 13 per cent Y-o-Y, with analog watches clocking a robust 19 per cent growth

FMCG major Dabur faces continued margin pressures, growth challenges

Many analysts have downgraded growth and margin expectations in response to the update

Petronet LNG: Street may await clarity over possible policy changes

There is 95-100 per cent utilisation at Petronet's Dahej terminal whereas other terminals are under-utilised

JSW Infrastructure anchored for robust growth on strong balance sheet

A majority of JSWIL's ports are deep draught ports with multi-modal evacuation infrastructure

Manmohan Singh: The uncharismatic leader who transformed India's economy

Manmohan Singh had no power base or interest in building one, yet his legacy speaks for itself

Vedanta stock set for growth amid aluminium price surge, de-merger plans

Aluminium prices have been driven by record high alumina prices which squeezed smelter margins

Steel sector grapples with weak demand, Chinese import, K'taka tax proposal

In November 2024, the per tonne prices of flat steel products, both HRC (hot rolled) and CRC (cold rolled), stayed flat month-on-month (M-o-M) at Rs 48,000 and Rs 55,500

HDFC Bank's growth engine ready to roar into overdrive from 2025-26

HDFC Bank is focused on upgrading its entire tech stack internally, reducing dependence on vendors

Siemens stock drops rapidly as management flags growth challenges ahead

Siemens has plans of capex of Rs 1,100 crore to expand capacity to meet incremental domestic and export opportunities

Despite short-term blip, Sun Pharma remains favourite among investors

According to Bloomberg, 30 of 41 analysts are bullish on Sun Pharma, while the remaining seven have a neutral rating and only 4 are bearish

Core acquisition adds to Metropolis Healthcare's long-term growth plans

Market share gains in the B2C portfolio are visible and Tier III+ markets are likely to contribute to the patient volume growth guidance

Aluminium seen as an outlier among metals; Hindalco better placed

The suspension of bauxite exports by Guinea in Oct'24 has tightened the alumina market

Oberoi Realty: On strong growth foundation with domination in luxury market

The retail segment continues to perform well and the hospitality segment remains buoyant, with travel momentum being sustained

FMCG major Dabur India's stock seems reasonably valued post correction

Dabur is expanding its premium portfolio and Total Addressable Market (TAM). The company estimates its existing portfolio, contributes less than 5 per cent of TAM

The chessboard whisperers: Mental coaches in demand after Gukesh's success

With Paddy Upton's client, Gukesh, proving spectacularly successful, chess prodigies from around the world will be in the market for mental coaches

OMC stocks seem attractive after earnings decline and correction

Resumption of more frequent revision in retail prices could be a driver. Policy risk appears low

Uncertainties around regularity & tax clarity hang heavy over life insurers

Adjustments to the new surrender regulations, uncertainties surrounding the Insurance Amendments Bill, and potential direct tax reforms in the upcoming Budget may pose short-term challenge

Varun Beverages' growth strategy could prove beneficial for investors

The VBL board approved the acquisition of SBC Tanzania for Rs 1,304 crore and SBC Beverages Ghana for Rs 127 crore