The country’s largest lender, SBI, is doing well on all fronts State Bank of India just delivered a class in how to navigate a tricky credit environment. While private sector banks grapple... Read more »
The state-owned behemoth is shedding its mass-market legacy for higher-margin products. Life Insurance Corporation of India is pulling off something remarkable: teaching an elephant to dance. The state-owned insurance giant, long synonymous... Read more »
India’s fifth-largest drugmaker is thriving in diabetes and cardiac care while waiting for its infection-treatment business to recover Mankind Pharma is executing a textbook transition from acute to chronic therapies, and the... Read more »
India’s Jockey licensee is managing margins brilliantly while volume growth stalls. Page Industries delivered a technically clean third quarter, beating Street estimates on both growth and profitability. Yet beneath the headline numbers... Read more »
The financial conglomerate’s long-suffering insurance arms are rebounding. But is that enough to justify a valuation that’s relied heavily on its stellar lending business? For years, investors saw the financial conglomerate’s underperforming... Read more »
India’s state-owned iron ore miner is digging itself into a profitability hole. Higher output can’t compensate for soaring costs and weak pricing power. NMDC is learning a that in commodities, volume isn’t... Read more »
India’s second-largest paint maker is chasing market share at the expense of profitability, why that may not paint a good hue on the stock Berger Paints India is discovering that winning the... Read more »
India’s hotel operator is mastering the art of rate increases while learning the hard way that filling new inventory takes time. . For Chalet Hotels, the average room rates surged 16% year-on-year... Read more »
Morgan Stanley’s harsh downgrade signals a structural shift threatening the state aerospace champion’s monopoly India’s state-owned aerospace champion may be losing altitude. Hindustan Aeronautics stock tumbled 6% on February 4 as investors... Read more »
India’s consumer lending giant is front-loading provisions in a bet that pessimism today beats nasty surprises tomorrow. Investors aren’t convinced—yet. Bajaj Finance delivered a textbook example of financial prudence. Net profit fell... Read more »