INDIA SECTORS - Q4 FY2024

All eyes on monsoon

Editorial  Revamp development models NDA, in a new avatar, should focus on reduction of fiscal deficit and bottom-up development	Cover Story  Q4 of FY 2024 A decent end to FY2024 But for initial signs of revival in rural demand, Q4 was largely in line with FY, driven by urban and capex demand
Sector  Banking Sustains a strong show Strong balance sheets and robust asset quality to aid healthy return ratios	Sector  Automobiles 2W leads segment race OEMs to launch new EV models on rising demand
Sector  Capital Goods Healthy order book comforts Imminent revival of private sector capex to boost inflow	Sector  Cement Emphasis on profitability Competition to moderate demand and utilization in the short term
Sector  FMCG Rural demand leads growth Good monsoon, higher spending to drive sales	Sector  Paints Subdued performance Prices under pressure on rising competition
Sector  Oil Refineries Q4 profit dips on weak GRM Key concern Is lack of pricing freedom	Sector  Software Near term is challenging Easing supply-side constraints to aid margin expansion
Sector  Steel Demand up, prices down Higher raw material costs hurt operating performance	Market watch  Market Report Ushering in a new era Markets take a turn for the better after BJP led NDA government comes back to power. NIFTY and SENSEX hit record high fol...
Corporate Scoreboard  All important financial and market data of 2000 companies, on consolidated-first priority basis, classified under leading sectors.	Bulletin  Corporate action by companies
Archives of Ideas  Archive of interesting ideas, with new ideas added every fortnight.	Stock Watch Idea  An interesting idea worth tracking.
Market watch  Market Report Ushering in a new era Markets take a turn for the better after BJP led NDA government comes back to power. NIFTY and SENSEX hit record high fol...	IPO Centre  Stanley Lifestyles Retails luxury furniture Integrated business model with in-house design, manufacture and retailing of bespoke high-quality products
IPO Centre  Allied Blenders and Distillers A whisky major Developing new products in the premium, semi-premium and deluxe segments to attract young consumers	Capitaline Corner  Spotlight on our choicest idea.