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Bhel | Bhel share price: 3 stocks to play green energy theme; but BHEL in thermal could be a good play too: Dipan Mehta

by Mark McDuffie
Bhel | Bhel share price: 3 stocks to play green energy theme; but BHEL in thermal could be a good play too: Dipan Mehta

Dipan Mehta, Director, Elixir Equities, says the best way to engage with the green energy sector is by investing in solar equipment manufacturers, particularly solar module and cell producers like …

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CAMS | CAMS share price: FY25 should be one of strongest years; expect 1-1.5% margin expansion a year: CAMS CEO

by Mark McDuffie
CAMS | CAMS share price: FY25 should be one of strongest years; expect 1-1.5% margin expansion a year: CAMS CEO

Anuj Kumar, Director & CEO, CAMS, says there has been some market correction and some flattening of the mood in the last two months. But as things come back, we …

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L&T | L&T share price: For next 2-3 years, L&T sees good momentum in gas to power opportunities in West Asia: Subramanian Sarma

by Mark McDuffie
L&T | L&T share price: For next 2-3 years, L&T sees good momentum in gas to power opportunities in West Asia: Subramanian Sarma

Subramanian Sarma, Member of the Board, L&T, says there are currently two to three key themes: a) Ongoing development of traditional fossil fuels, particularly oil and gas; b)collective efforts to …

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Glenmark Pharma Q2 Results: Co posts Rs 355 crore net profit on robust sales growth

by Mark McDuffie
Glenmark Pharma Q2 Results: Co posts Rs 355 crore net profit on robust sales growth

Glenmark Pharma reported Rs 340 crore net profit in Q2FY25 led by robust sales growth in India and Europe. The drugmaker reported a net loss of Rs 180 crore in …

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M&M | M&M share price: What is fuelling M&M’s growth even as the auto sector is slowing down? Anish Shah explains

by Mark McDuffie
M&M | M&M share price: What is fuelling M&M’s growth even as the auto sector is slowing down? Anish Shah explains

Anish Shah, Group CEO & MD, Mahindra Group, says what is helping the company stay ahead of the industry is a function of the products that they have tried to …

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Talegaon plant to provide more headroom for growth in domestic, int’l markets: Hyundai Motor

by Nevil Nickel
Talegaon plant to provide more headroom for growth in domestic, int’l markets: Hyundai Motor

Hyundai Motor India on Tuesday said its planned capacity expansion at the Talegaon manufacturing facility in Pune at an investment of Rs 6,000 crore will give it more headroom for …

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New policy surrender rules, intense competition likely to affect HDFC Life’s H2 performance

by Mark McDuffie
New policy surrender rules, intense competition likely to affect HDFC Life’s H2 performance

The stock of HDFC Life recovered partially on Wednesday, gaining 1.9% after sliding by nearly 4% the previous day following the insurer’s second quarter result announcement. The stock reported weakness …

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Shashank Kanodia: Can Hyundai outpace Maruti in the long run? Shashank Kanodia answers

by Mark McDuffie
Shashank Kanodia: Can Hyundai outpace Maruti in the long run? Shashank Kanodia answers

“Margin profile with 25% really have much of a choice, because if you consider maybe Tata Motors, M&M, and Maruti, so Tata Motors has a JLR as a leg, which …

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auto stocks to buy | auto sector outlook: Are motown blues over? What to expect for auto in October & beyond? Kumar Rakesh explains

by Mark McDuffie
auto stocks to buy | auto sector outlook: Are motown blues over? What to expect for auto in October & beyond? Kumar Rakesh explains

Kumar Rakesh, Associate Director, Equity Research, BNP Paribas says one should expect a much weaker set of auto sales numbers in September as half of the month came under the …

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Glue in and cash in as India’s top two two-wheeler makers Hero and Honda battle it out this festive season

by Nevil Nickel
Glue in and cash in as India’s top two two-wheeler makers Hero and Honda battle it out this festive season

Mumbai: The festive season will be crucial for India’s top two two-wheeler makers as the duo, accounting for more than half of the market, plan to intensify their slugfest and …

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