Page 4 - Devangshu Datta

New launches, improving cash flows a positive for top realty players

New launches of gross development value (GDV) of Rs 1.52 trillion are in planning, and current inventory is Rs 1.47 trillion

DIY Drug Production: FTVC's low-cost solution to expensive medicines

FTVC has developed a "MicroLab", an open-source controlled lab reactor (CLR) made from components easily available online

Correction in Indian steel stock market could be a buying opportunity

Domestic crude steel production for eight months of CY24 has risen 7.4 per cent YoY to 98.7m tonnes

NTPC's prospects appear robust, barring seasonal impact in August

Regulated players, RE and hydro players seem more attractive from the valuation standpoint than merchant power players

Exports demand likely to keep Bajaj Auto's shares under pressure

While domestic 2W will grow by 7-8 per cent (13 per cent up in motorcycle volumes in FY25 till August), there's weakness in the 100cc segment with low single-digit growth

Sharp import duty hike likely to impact margins of consumer majors

Some corporates may prefer to cut margins and absorb some impact to avoid hurting demand

Robust equity inflows likely to keep earnings growth strong for AMCs

Among listed AMCs, in Q1FY25, Nippon AMC recorded the highest growth of 54 per cent Y-o-Y while ABSL AMC saw least growth at 19 per cent

Higher credit costs may impact growth of SBI Cards and Payment Services

SBI Cards and Payment Services, the only listed pure-play card issuer, saw weak growth at 3.5 per cent Y-o-Y in July

Double digit growth and rural revival positive for Marico's stock

Marico's Q1FY25 consolidated revenue grew 6.7 per cent Y-o-Y to Rs 2,640 crore, while operating profit rose 9.1 per cent Y-o-Y to Rs 630 crore

New client additions to turbocharge growth for Dixon Technologies

Dixon targets Rs 48,000 crore in revenue from IT hardware under the PLI scheme over the next six years

Green investments set to add spark to Tata Power, but challenges remain

This underlines Tata Power's ambitions to lead India's renewable energy or RE transition

Analysts expect turnaround for IT firms with growth recovery, higher margin

While revenue growth for the companies represented in Nifty IT Index could be at an annual rate of 8.5 per cent over FY24-27

Trial for free speech: Wikipedia, Telegram, X controversies reshape debate

Since they are ongoing in large democracies, they will be taken more seriously by everyone than blanket bans in autocracies

Havells' valuation factors in gains from buoyant demand, expansion

Industry revenue has risen above the long-term average, due to the heatwave

Growth and credit cost concerns mar microfinance sector prospects

The rapid growth in AUM in the last two years may have led to potential over-leverage by borrowers

Rising order inflows, execution to help road infrastructure companies

Execution is likely to improve sharply in H2FY25 after some pickup in Q2FY25. Only 95 kilometres (km) of projects were awarded in Q1FY25 versus a full-year target of 5,000 kilometres

Strong prospects, valuations to drive gains for hotel companies' stocks

Occupancy may improve by up to 5 per cent, with the average room rate growing at 7-8 per cent over three years

Street positive on cement stocks despite pricing pressures, demand woes

The industry continues to see consolidation and the top five will gain aggregate market share due to large capex. This could lead to more pricing power

Strong earnings growth ahead for listed sugar companies' stocks

The blend ratio targeted is 20 per cent (80 percent petrol with 20 per cent ethanol) for Nov '24-Oct '25, up from an estimated 14 per cent in Nov '23-Oct 24

Pricing weakness likely to weigh on Indian steel companies stocks

In Q1FY25, Tata Steel and JSW Steel posted flat operating profit margins as higher volumes and lower input prices compensated for low steel prices