Rahul Bharti on how Maruti Suzuki is promoting sustainable practices

Rahul Bharti on how Maruti Suzuki is promoting sustainable practices

India’s first automobile in-plant railway siding project (of Maruti Suzuki) was inaugurated by PM Modi in Gujarat on March 12. The project is at Hansalpur in Gujarat’s Mehsana district. Under the project, Maruti will increase the use of railways for dispatching finished cars from 26% to 40% annually, saving 50,000 truck trips, 35 million litres … Read more

Do SIPs in HDFC, Asian Paints and reap reward in next one year; up ante in metal/OMC space: Sanjiv Bhasin

Do SIPs in HDFC, Asian Paints and reap reward in next one year; up ante in metal/OMC space: Sanjiv Bhasin

Sanjiv Bhasin, Director, IIFL Securities, says the broader market will be in a consolidation phase. So pick your stocks. Right now, PSUs, OMCs, ONGC, Hind Copper, Vedanta, the metal/OMC space are looking very strong, as is insurance. That is where you should be upping your ante.” Bhasin further says: “Do a SIP in HDFC, Asian … Read more

By FY26 end, expect to disburse Rs 3,000 crore a month; ROE at 15% by FY27: Gagan Banga, Indiabulls Housing Finance

By FY26 end, expect to disburse Rs 3,000 crore a month; ROE at 15% by FY27: Gagan Banga, Indiabulls Housing Finance

Gagan Banga, VC & MD, Indiabulls Housing Finance, says: “We have now reached a stage where over the last four to six quarters, we stabilised the overall business, scaled up the retail disbursals and whatever are the targeted segments for growth, the disbursals around that are coming along at a good pace. At this point … Read more

Tata, Mahindra, Adani or Reliance? Which group could be a big trade in next 3-5 years?

Tata, Mahindra, Adani or Reliance? Which group could be a big trade in next 3-5 years?

Sandip Sabharwal, asksandipsabharwal.com, says all the large group stocks have already done quite well. Look at the Tatas, the Mahindra Group, Adanis or Reliance. It is tough to pick out a group at this stage. The main thing is that if the economy can sustain 7-8% growth over the next few years, my guess is … Read more

Prefer NTPC over Tata Power; Tata Chemicals to benefit most in case of Tata Sons listing: Sudip Bandyopadhyay

Prefer NTPC over Tata Power; Tata Chemicals to benefit most in case of Tata Sons listing:  Sudip Bandyopadhyay

Sudip Bandyopadhyay, Group Chairman, Inditrade Capital, says “there is a strong speculation that Tata Sons will get listed in the near future and the best way to play that will be probably through Tata Chemicals; that is the conventional thinking in the market and that led to this kind of massive rise in the share … Read more

The whole strategy of profitable growth panning out for Arvind Fashions: Shailesh Chaturvedi

The whole strategy of profitable growth panning out for Arvind Fashions: Shailesh Chaturvedi

Shailesh Chaturvedi, MD & CEO, Arvind Fashions, says “the markets are behaving the way they were behaving in Q3 and we hope that we will continue to grow our offline channel at close to 10% growth. We have done a destocking in our B2B online wholesale business and that has led to a one-time sales … Read more

ETMarkets Fund Manager Talk: Why is this asset manager cautious on markets and recommends staggered buying?

ETMarkets Fund Manager Talk: Why is this asset manager cautious on markets and recommends staggered buying?

The gloomy global economic outlook, optimally projected earnings estimate, coupled with high quartile valuation multiples has prompted Waterfield Advisors to take a cautious stance on the Indian market. “The benchmark Nifty-50 is trading at over 20 times its 1-year forward earnings. Though this multiple appears reasonable, it is not cheap compared to other global and … Read more

Tata Chemicals’ US & Europe exports to experience margin compression next year: R Mukundan

Tata Chemicals’ US & Europe exports to experience margin compression next year: R Mukundan

R Mukundan, MD & CEO, Tata Chemicals, says “the main issue which we will face going forward next year is going to be in terms of exports where compared to the pricing which we got in the export markets, we would see at least a $100 reduction. This is mainly out of exports coming out … Read more

Expect rural growth to initiate from Q1 or H1 of next fiscal: NH Bhansali, Emami

Expect rural growth to initiate from Q1 or H1 of next fiscal: NH Bhansali, Emami

NH Bhansali, CEO-Finance, Strategy & Business Development, Emami, says “margins have really improved compared to the previous year and this has helped us improve on the EBITDA and the PAT by double digit despite a very low single digit growth. We feel this margin would sustain because in the past periods, there had been a … Read more

If India grows @6-7%, can ITC grow 14-15%? Here’s what Sanjiv Puri has to say

If India grows @6-7%, can ITC grow 14-15%?  Here’s what Sanjiv Puri has to say

Sanjiv Puri, CMD, ITC, says the Indian economy and even rural India has been very resilient. The infrastructure that has been created, the connectivity, focus on housing and digitisation, the direct benefit transfer and stuff like free food grain distribution are some of the very important steps taken in terms of the investment in the … Read more