BUSINESS
Smelling billion-dollar opportunity, global, homegrown brands race to capture India's booming fragrance market
From $2 billion, the fragrance market is projected to grow to $4.08 billion by 2030. While global players eye the luxury shopper, domestic firms are seeking to monetise the sweet spot of affordability.
BUSINESS
How the Ambuja-ACC-Orient merger will help Adani streamline Rs 35,000-crore cement business
According to a presentation circulated by Ambuja Cement, its move to merge the three entities into one will help simplify the manufacturing and logistics networks associated with the multiple firms that form part of Adani's cement universe.
BUSINESS
Subdued prices to continue weighing on steel profits, recovery in FY26 remains muted
Indian ferrous players are likely to witness an EBITDA/tonne contraction to the tune of Rs 2,000/tonne in the third quarter, given lower realisations and higher coking coal costs, according to JM Financial.
BUSINESS
India closes 2025 with a solar capacity glut, faces utilisation, margin test next year
Module and cell margins and growth visibility beyond the traditional module and cell segment are key concerns for domestic PV manufacturers, says DAM Capital.
BUSINESS
ReNew to explore alternative options after Masdar exit ends buyout talks
The management, disappointed with the sudden withdrawal, said that Masdar's withdrawl came in without any rationale or any specific reason.
BUSINESS
Falling inflation, GST reset narrowed gap between unbranded and branded FMCG, says Marico CEO
Marico's food portfolio crossed Rs 1,100 crore annual recurring revenue in September quarter, with Saffola Oats continuing to gain market share even as honey and soya chunks continue to scale up
BUSINESS
Marico sharpens premiumisation strategy to de-risk portfolio concentration: CEO
Currently, Marico owns digital brands including Beardo (men's grooming), True Elements (healthy foods), Just Herbs (Ayurvedic beauty), and Plix (D2C wellness). These brands have achieved Rs 1,000 crore in ARR (annual recurring revenue) as of November 2025.
BUSINESS
GST-led price correction in food items to boost branded consumption, says Marico CEO
Gupta said that the FMCG sector is now lapping a lower base, and the growth momentum should continue into the next financial year.
BUSINESS
India's beer market tilts to cans as urban consumers change drinking habits: AB InBev
The brewer flagged rising ocassions for beer consumption in India, thanks to urbanisation and more women joining the workforce.
BUSINESS
Import-heavy appliance categories brace for price hikes as rupee falls
Companies now face a choice between absorbing the hit or passing it on to consumers, just as dealers have begun to report a pick-up in demand after the GST rate cuts and the festive-season surge.
BUSINESS
Economic strain shows up in men’s underwear aisle as households delay replacement
Innerwear stocks have stumbled this year, with Lux down 45% and Page off 21%, even as the Nifty 50 has climbed 9.3% YTD, marking a stark gap with the broader market’s momentum.
BUSINESS
Ducati sees India as a growing lifestyle market, aims to expands beyond bikes
Ducati's lifestyle business offers an extensive range of apparel, accessories, and branded merchandise.
BUSINESS
Weaker rupee offers some respite to tariff-hit textile exporters
The rupee crossed the 90-mark against the US dollar on persistent outflows and uncertainty around the India-US trade deal
BUSINESS
Air purifier demand jumps up to 20-fold as AQI spikes in Delhi, Mumbai
The increase in new buyers suggests that air purifiers are no longer a seasonal purchase but as something consumers engage with throughout the year, companies say
BUSINESS
Big fines could move states to sign 40 GW of stuck renewable PPAs: Vineet Mittal, Avaada
The comments come as RE project awards have dropped sharply, with only 5.8 GW awarded in the first eight months of FY26, compared to 47.3 GW in FY24 and 40.6 GW in FY25, according to estimates published by ICRA.
BUSINESS
Deepika Padukone-backed skin care brand 82°E sees revenue drop to Rs 14.7 crore in FY25, posts Rs 12.26 crore loss
82°E positions itself as a luxury skincare brand, with products starting at Rs 2,500 and going up to nearly Rs 4,000, which is mid-premium while priced below the luxury territory dominated by Estée Lauder.
BUSINESS
Smaller textile firms brace for heavier compliance burden under new rules
Exporters say that international brands are increasingly probing environmental, social and labour safeguards while placing orders, and labour code clarity could eventually strengthen India’s credibility with ESG-focused foreign buyers.
BUSINESS
US retailers cut India apparel orders by 5–10% amid caution: Pearl Global MD
For Pearl Global, exports account for 99 percent of revenue, and about 50 percent of all shipments are to the US. The company manufactures T-shirts, activewear, shirts, dresses and sleepwear for US brands such as Gap, Kohl’s, Calvin Klein, Tommy Hilfiger, Polo, Ralph Lauren, Macy’s, Walmart, etc.
BUSINESS
India proposes anti-dumping duty as high as $130 per tonne on met coke imports
The government has recommended duty of $73.5 per tonne on imports from Australia, followed by $130 per tonne on China, $120 per tonne on Columbia, $83 per tonne on Indonesia, $61 per tonne on Japan and $85 per tonne on Russia.
BUSINESS
Current iron ore bid premiums makes no economic sense: Tata Steel MD
Higher iron ore auction premiums, which have been hovering between 115-200% and sometimes reaching 200%, are a concern for steelmakers.
BUSINESS
Why India’s jewellery market is still sparkling despite record gold prices
Analysts say that instead of reducing overall spending, many consumers — particularly in the mid-to-premium segment — are choosing fewer but higher-value purchases.
BUSINESS
Burn to Earn: boAt, Licious, Urban Company lead the D2C shift towards profitable growth
Analysts believe the investors are no longer paying for hyper-growth, instead, they are rewarding sustainable business models, improving profitability and long-term visibility in India’s consumption cycle.
BUSINESS
White goods makers stare at excess inventory, Q3FY26 sales crucial to sell stock
Although the revised GST rates lifted sales in September, it still stays sub-par for the electronics consumer durables segment, according to analysts.
BUSINESS
Hindalco confident of meeting $5 billion capex for Bay Minette aluminium plant, first such in US in nearly 40 years
The Bay Minette project was originally pegged at a $2.5 billion capital outlay, and then raised to $4.1 billion in 2024, sparking shareholder concerns due to the cost overun.
