BUSINESS
Can India’s paint giants protect margins as crude oil prices rise amid Iran tensions?
According to a senior paint industry observer, a prolonged conflict may force the hand of paint makers, leading to a moderate price increase. In the near-to-medium term, however, the firms may choose to wait and watch and keep prices as it is, to maintain market share and stabilise supply chains.
BUSINESS
Solar players to counter US dumping, subsidy allegations by international trade commission: Sources
Industry sources said Indian manufacturers plan to argue before the ITC that their exports are competitively priced and not dumped, and that the surge in shipments reflects supply chain realignments and demand dynamics rather than unfair trade practices
BUSINESS
Aditya Birla group’s Indriya sees higher growth in smaller towns amid formalisation
The company notes that the growth rate in smaller towns is now higher because the gap in organized retail was much larger in those areas. To capture this, Indriya has already expanded to over 30 cities, recently opening doors in towns like Haldwani in Uttarakhand and Gaya in Bihar.
BUSINESS
Nestlé’s $70 billion infant nutrition business faces twin pressures on sugar and safety
Nestlé India confirmed in January that their products are not affected by the global recall of certain infant formula batches due to potential Bacillus cereus contamination. They clarified that all infant formula sold in India is produced locally and complies with FSSAI regulations.
BUSINESS
Indian exporters delay shipments amid US tariff uncertainty
Gems and jewellery exporters, whose outbound shipments are valued at nearly $10 billion, have also decided to pause consignments for at least a week as they assess the evolving trade situation and await clearer policy direction.
BUSINESS
Textile exporters turn cautious as Trump's 15% tariff wipes off competitive edge
With the revised rates, India exporters are navigating the challenge of repricing contracts and maintaining a competitive edge against rivals such as China and Bangladesh in a market that remains far from bullish
BUSINESS
Voltas, Blue Star prepare to capture cooling demand from data centres
Projections of industry analysts forecast that the total installed power of India’s data centers will reach over 2GW by 2026 from the current level of over 1GW.
BUSINESS
FMCG companies avoid early stock loading, bank on favourable summer for rebound
Last year, companies were left with excess inventory and negative growth after a shorter-than-expected summer disrupted demand and derailed their initial projections.
BUSINESS
Trent looks to replicate urban growth playbook in India's smaller towns
The retailer is also looking to diversify its presence overseas, with plans to build on its international proposition by focusing on brands that have already achieved scale in India, specifically Westside and Zudio.
BUSINESS
Unilever CEO says India an anchor market, will double down on beauty, wellness segments
Fernando Fernandez reiterates premiumisiation push and increased e-commerce exposure. HUL expects higher growth in FY27 on steady rural as well as urban demand
BUSINESS
Hindalco to infuse upto $250 mn additional equity in Novelis, taking total infusion to $1 bn
Hindalco funded the first equity infusion through a debt raised via its wholly owned Netherlands-based subsidiary AV Minerals. The financing was structured with a built-in $250 million greenshoe option, which the company is now exercising, taking the total equity support to $1 billion, Pai said.
BUSINESS
HUL to double down on volume and premiumisation play, says CEO Priya Nair
While growth remains the 'number one priority', HUL expects EBITDA margins to stay within the guided range of 22–23%, CFO Niranjan Gupta has said
BUSINESS
Suzlon sees stronger Europe comeback after India-EU free trade agreement
Suzlon had entered Europe in the mid-2000s as part of an aggressive global push, marked by its acquisition of German wind turbine maker REpower. The move gave the company a strong manufacturing and technology base in Europe, but the debt-fuelled expansion proved unsustainable after the 2008 financial crisis.
BUSINESS
Nayara Energy may have to trim production until it finds alternative crude supply: Analysts
The company's Middle East crude imports have steadily declined since 2017, from 185 kbd in 2017 to 71 kbd in 2025 -- a shift that coincides with Rosneft’s acquisition of Nayara Energy in August 2017.
BUSINESS
Tata Steel's management says safeguard duty places industry on stronger stead
The management said that the company plans to make more investments towards downstream facilities in India, as it plans to expand its market share in its new India-first strategy
BUSINESS
Tata Steel defends safeguard duties, says needed for cash flows and capex
In 2025, the company's managing director and CEO T.V. Narendran lamented that with low steel prices and margins, and without adequate support from safeguard duties, the industry may not have the rationale to make large-scale investments into steel projects
BUSINESS
Tata Steel welcomes CBAM exclusion from India-EU FTA, calls it "equalisation" on overseas steel
Due to the CBAM, steelmakers exporting to the EU face varying tariffs based on the "intensity" of carbon emissions (carbon dioxide emissions per tonne), while India's duty-free stel export quota to the EU has also been reduced
BUSINESS
Tata Steel to respond to CCI probe, says pricing influenced by global movements not collusion
Earlier this year, Reuters reported that an anti-trust probe initiated on 28 steel makers, including Tata Steel and JSW Steel, has found that these companies have breached antitrust rules by colluding over pricing
BUSINESS
US to lift reciprocal tariffs on Indian gems, diamonds subject to interim agreement
In December 2025, exports to the US declined by 50.44% year-on-year, reflecting the continued impact of tariff-related pressures and subdued discretionary demand.
BUSINESS
Kalyan Jewellers in talks with Middle East investors for franchise-led expansion
The company said it is working with potential franchise partners to convert more showrooms to FOCO in the Middle East during FY26.
BUSINESS
Berger Paints post 8.5% decline in Q3 net profit
Berger Paints flagged scale effect and continued investments in brand building as reasons for the subdued EBITDA performance.
BUSINESS
Adani group firm's petition to challenge First Solar's TOPCon patent rejected by US authorities
The development comes amid an ongoing legal tussle between First Solar and Mundra Solar PV Ltd in the US. First Solar has filed a patent infringement lawsuit in a Delaware court, alleging that an Adani Group entity infringed two patented solar panel manufacturing technologies.
BUSINESS
BPCL to prioritise viability, availability of crude, open to Venezuelan oil, says chairman Khanna
BPCL is setting up a trading desk at Singapore, which will allow it to be in much closer contact to the spot buyer while diversifying its sourcing. BPCL expects its Mozambique and Brazil projects to be completed by 2028-29, Sanjay Khanna tells Moneycontrol
BUSINESS
Solar exporters to re-open talks with US buyers, revive manufacturing plans
Vikram Solar and Premier Energies, which were among the firm to put on hold plans to set up units in the US, are looking at reviving discussions
