Blue Star: Expect 30-40% growth in air conditioner sales this year: B Thiagarajan, Blue Star

Blue Star: Expect 30-40% growth in air conditioner sales this year: B Thiagarajan, Blue Star

B Thiagarajan, MD, Blue Star, says the AC industry, as well as Blue Star, had a great FY24 though the summer of FY23 was not a good one for the AC industry. March saw an unexpected growth in the last week. The industry for the month of March alone would have grown by over 40%. … Read more

premiumisation: 4 sectors that can be beta plays with more premiumisation opportunities: Harsh Gupta Madhusudan, NSE Gift City

premiumisation: 4 sectors that can be beta plays with more premiumisation opportunities: Harsh Gupta Madhusudan, NSE Gift City

Harsh Gupta Madhusudan NSE Gift City, says FIIs have been unable to topple the Indian market and as soon as the FII headwind becomes a tailwind, that is where the real equity party in India will begin. For that to happen, it is just a matter of a few months at most because it is … Read more

sectoral thematic funds: Investing in thematic funds? Key factors you should keep in mind

sectoral thematic funds: Investing in thematic funds? Key factors you should keep in mind

Hemant Rustagi, Founder, Director, Wiseinvest, says “one of the key factors when you start looking at a sector or thematic fund is not to look at only the past performance. Obviously, going forward, you need to see which are the themes and sectors that are likely to do well. Some of these themes or sectors … Read more

Piramal Pharma: In 3-5 years, Piramal Pharma can see 22- 25% EBITDA growth margins: Nandini Piramal

Piramal Pharma: In 3-5 years, Piramal Pharma can see 22- 25% EBITDA growth margins: Nandini Piramal

Nandini Piramal, Chairperson, Piramal Pharma, says “for FY25, we are actually guiding an early teens absolute improvement in revenue and early teens margin growth as well. So, that is what I can say for FY26. In three to five years, we can see 22- 25% EBITDA growth margins.”This time your margins were close to like … Read more

Indegene listing: Indegene looking forward to enhancing EBITDA & PAT margins: Management

Indegene listing: Indegene looking forward to enhancing EBITDA & PAT margins: Management

Manish Gupta, Chairman & CEO and Suhas Prabhu, CFO, Indegene, in conversation with ET Now. says: “The margin, especially at the EBITDA level, has consistently grown from 18.8% to 21.9%. We will look at sustaining and growing the margins as we go forward. Another aspect, given the proceeds from the IPO would be to go … Read more

Maruti Suzuki: Partho Banerjee on Maruti Suzuki, demand for premium hatchbacks & post poll policies

Maruti Suzuki: Partho Banerjee on Maruti Suzuki, demand for premium hatchbacks & post poll policies

Partho Banerjee, Head, Sales & Marketing, Maruti Suzuki, says “as of today, we do not see any supply issues and to be very honest with regard to the market, since right now we are going through the election phase, once the government is formed, how the policies are going to be formulated and other things … Read more

Portfolio: We would keep 12-15% cash and wait for stocks that would outperform over next 12 months: Sandip Sabharwal

Portfolio: We would keep 12-15% cash and wait for stocks that would outperform over next 12 months: Sandip Sabharwal

Sandip Sabharwal, asksandipsabharwal.com, says “the markets have corrected and people are correlating it to what might happen in the election. I do not think that is the right way to do it. I think markets fall under their own weight when they become overweight. So, the Indian market became overweight and is correcting a bit. … Read more

credit growth: SBI can have 15% credit growth if GDP grows at about 8%: Dinesh Kumar Khara

credit growth: SBI can have 15% credit growth if GDP grows at about 8%: Dinesh Kumar Khara

Dinesh Kumar Khara, Chairman, SBI, says “our endeavour is to ensure that we maintain this level and we expect that when it comes to our deposit rates, we appear to have plateaued already. And henceforth we should be in a position to improve our yield on advances also and that is the reason why I … Read more

Epic New Swift: Hisashi Takeuchi on why Maruti Suzuki is launching revamped premium hatchback while all car makes go for SUVs

Epic New Swift: Hisashi Takeuchi on why Maruti Suzuki is launching revamped premium hatchback while all car makes go for SUVs

Hisashi Takeuchi, MD & CEO, Maruti Suzuki, says: We are also focusing on SUVs and introduced a series of SUVs last year. But this year, we have to revamp this hatchback also because we cannot keep the same model for such a long time.” On launching a premium hatchback in times of SUVsHisashi Takeuchi: This … Read more

flexicap funds | multicap funds: Investors have shifted from small & midcaps to flexi, multi, thematic funds: Anthony Heredia

flexicap funds | multicap funds: Investors have shifted from small & midcaps to flexi, multi, thematic funds: Anthony Heredia

Anthony Heredia, Managing Director and CEO, Mahindra Manulife, says “for the last two or three months, there has been a clear shift away from small and midcaps being the flavour of the month to perhaps flexi and multi-cap funds being the more relevant product. But what I am also seeing increasingly is a huge interest … Read more