Where should you invest in the pharma pack now? Rohit Agarwal answers

“There are a lot of options in the hospital space. As more and more companies get listed in any space, the valuation of that space tends to derate because the scarcity factor starts to reduce.. Ultimately, companies move on the ROCE they generate and this is not necessarily a space which generates humongous 20% ROC […]

NTPC plans IPO for green energy arm

India’s largest power producer, NTPC, plans to raise funds via an initial public offering (IPO) for NTPC Green Energy Ltd (NGEL) in the current fiscal year. This comes after Malaysia’s Petronas withdrew its bid for a 20% stake in the green energy unit, valued at around INR60bn ($806m). NGEL is critical to drive NTPC’s ambitious […]

Brokerages cut TCS earnings, price targets

For instance, JPMorgan maintained its underweight rating and slashed its revenue estimate by 1% and margin by 20 basis points (bps), resulting in a 2% EPS cut for the next fiscal. Its revised price target represents a 15% downside from the current levels.

Vedanta plans to raise Rs 2,100 cr via NCDs

Vedanta will be issuing up to 21,000 secured, unrated, unlisted, redeemable NCDs of face value ₹10 lakh each in one or more tranches, as per a stock exchange filing. Vedanta did not state the purpose for this fundraise in its note to the exchanges.

Liquidity surplus at 9-month peak on high govt spend, FPI inflows

Typically, around 60% of government expenditure occurs in the first six months of a financial year. The Centre has earmarked Rs 10 lakh crore in the current fiscal for capex. Last fiscal, the government adopted a slower approach to capex spending until clarity emerged on its revenue streams, analysts said. According to analysts, it was […]

At 4-7%, Infosys sees slowest sales rise in six years in FY24

Infosys forecast its slowest revenue growth in six years of 4-7% for fiscal year 2024 as India’s second largest software exporter flagged “ramp downs” of client mandates amid an uncertain macro environment in its major markets of US and Europe.