Himanshu Mody, CFO, Suzlon Group, says Suzlon alone has a Make in India turbine, based on the principles of Atmanirbhar Bharat. The technology is their USP. It is the only turbine that is tailor-made or customised for India’s weather conditions, whereas most of the competition – whether from the west or the east – do … Read more
Ramesh Mantri, CIO, WhiteOak Capital AMC, says when we look at combined fundamentals and valuation, there are some sectors where fundamentals are very strong, but valuation is very high like industrials, capex related and then smaller industry segments like defence, electronics and manufacturing. The fundamental corporate earnings have been good but the valuation is high. … Read more
Rajiv Rattan, Founder & Chairman, RattanIndia, says renewables could be a natural extension for the company and the cash coming out of the power business will give them the freedom to pursue anything related to energy. As and when they decide on that, they will announce to the markets. As the coal-based plant provides solid … Read more
Neerja Chowdhury, Journalist & Political Commentator, says BJP leaders are super confident that they are already home and dry. It goes without saying that the BJP will form the government. Whatever be the number, BJP is going to be the single largest party and is likely to be invited by the Election Commission of India … Read more
Vijay Shekhar Sharma, MD, Paytm, says economic growth will be reaching every nook and corner and every village and place and that should be the priority. “That is what I believe the next government should be focused on,” he says.How has been the overall experience in terms of carrying out your business, the last government … Read more
Abhay Soi, MD & CEO, Max Healthcare, says in the previous year, EBITDA to free cash flow translation used to be 78%, it has come down to 70%. It is due to the higher amount of taxes that Max Healthcare is paying. Soi further says that any hospital chain which has capacity constraints going forward … Read more
Raghupati Singhania, CMD, JK Tyre, says the passenger segment is growing the best and is showing more robust demand. In the CV category, we expect a little bit of up and down and flattish demand for the year as a whole. The farm sector is still a little slow in growth while two- wheelers are … Read more
Sivaraman Ganesan, Head, AI cloud business unit, TCS, says the larger transform play is starting to get discussed but is yet to take off. Different industries like banking, financial services, insurance, retail for sure, life sciences, we see a lot of traction and adoption. And when it comes to certain horizontal cuts, the play in … Read more
Hormazd Sorabjee, Editor, Autocar India, says Nexon is the mainstay of the Tata range. It is their number one seller and Tata Motors will do a lot to guard its stuff. So, I am sure we will see a lot of action in terms of, might even be pricing going forward. The Maruti offering s … Read more
Lalit Agarwal, Founder & MD, V-Mart Retail, says the company is still a little away from the pre-COVID numbers on the same store sales. The company has taken some steps to provide the consumer the best fashion, the best product, the best prices and is working on bringing down the average selling price also and … Read more
