BUSINESS
Indian sugar mills in sticky ethanol spot
The government’s desire to keep sugar prices in check may have led to a lower than desired allocation for cane-based ethanol, leading to mills worrying about the fate of their investments
BUSINESS
HUL Q2 Quick Take | Will new chief’s focus on volume-led growth win over investors?
Four key priorities have been put in place by the new CEO & MD to drive growth, of which one can be disruptive in the short-term
BUSINESS
How Trump’s tariffs are affecting global steel demand
World Steel Association’s latest demand forecast points to limited long-term impact from the tariff war unleashed by the US on demand for the commodity
BUSINESS
Should dip in FMCG sales due to GST cuts be a concern for investors?
Consumers and trade channels both deferred purchases for different reasons, say FMCG companies, hurting their September quarter sales growth. Will it cast a shadow on FY26 performance?
BUSINESS
EU’s steel duties a new threat for Indian producers
The EU’s proposal to halve tariff-free import quotas and double duties to 50% on the rest may be meant to halt Chinese imports, but it could end up singeing Indian exporters too
BUSINESS
How should investors in FMCG stocks read unexpected negative effects of GST rate cuts?
HUL’s sales warning for September and October raises the risk of it becoming a sector-wide issue. The key points investors should be looking at to gauge the sectoral outlook
BUSINESS
GST rate cuts and consumption demand: What should investors be watching out for?
In the immediate aftermath of the GST rate cuts, here are the main questions facing the economy, business and investors
BUSINESS
If India is Asia’s fastest growing FMCG market, is urban demand slowdown a canard?
Asia’s FMCG market saw sales grow by 2.5% in Q2 2025 while India’s urban FMCG sales grew by 9.3 percent. While this calls into question talk of a consumption slowdown, the headline numbers don’t tell the full story
SECTOR
Why lower income FMCG consumers’ shopping baskets are lighter
A market research survey shows expenses rising at a higher rate for lower income consumers than for higher income ones, in both urban and rural areas
BUSINESS
GST rate cuts to boost urban consumption, give formal sector a leg-up
The overall verdict is that it is certainly positive for urban consumption, particularly in the mass consumption categories, where stress has been most visible
BUSINESS
Does the liberal ethanol feedstock policy really boost sugar mills’ earnings prospects?
Comforted by healthy forecasts for sugarcane output, the government has been liberal on feedstock use for ethanol. Will it move the needle for sugar mills?
BUSINESS
GST rate cuts: Quick implementation could limit near-term damage to corporate performance
As rate cuts beckon, deferral of purchases, deployment of the anti-profiteering provision and uncertainty among distribution channels on input tax credit are risks facing businesses
BUSINESS
Moneycontrol Pro Weekender | Powell gives an inch
Ths US Fed chief has one eye on the tariff risks to prices, and the other on a softening job market
BUSINESS
Will GST cuts speed up urban demand revival?
Urban consumption has been ailing and the proposed GST rate cuts are a welcome boost. But much depends on the specifics such as the final slabs and what constitutes common man or aspirational goods
BUSINESS
Sugar mills headed for output-led bounty in 2025-26?
An 18 percent increase in estimated sugar output raises hopes of an improvement in their performance but a few major obstacles need to be tackled
BUSINESS
Moneycontrol Pro Weekender | Twisting the tariff knife
BUSINESS
Growing domestic power demand propels JSW-JFE’s electrical steel ambitions
The JSW-JFE combine is splashing out Rs 10,000 crore in existing and new investments to capture a sizeable share of the domestic electrical steel demand
BUSINESS
Quick Take | HUL Q1 results: Rohit Jawa signs off on a high note
Volume growth of 4 percent in the June quarter is twice the March quarter's level. But margins are under pressure. HUL appears to have turned a corner on sales growth, giving new CEO Priya Nair more space to roll out her agenda
BUSINESS
New tariff dawn awaits India Inc: Will it thrive, survive or flail?
A high 25 percent US reciprocal tariff and a ‘penalty tariff’ threaten to put a spoke in India’s US exports. Here are some scenarios that could play out, that investors can keep a watch out for
BUSINESS
How the EU succumbed to Trump’s tariff steamroller
Relief at avoiding trade war is tinged with regret at not taking firmer stand from the start
BUSINESS
A cavity emerges in Colgate’s earnings
The company’s sales declined by 4 percent in the June quarter, surprising investors. Whether this is a blip or a structural slowdown is the question
BUSINESS
Can a new CEO turn around HUL’s underperformance?
Rohit Jawa is stepping down as HUL’s MD & CEO and Priya Nair will be taking over charge from August 1. What her mandate is as the new chief will determine her tenure’s impact on the company’s performance
BUSINESS
Dr Copper faces a tough tariff challenge
The steep 50% tariff, similar to that levied on steel and aluminium, could be a bargaining chip for Trump or a move to localise production. Which one it is will determine how the industry shapes up in the coming years
BUSINESS
Urban FMCG demand is healing, but for earnings it’s still a glass half full
Rural demand has company. Three large FMCG companies have reported a sequential uptick in demand with two of them calling out a revival in urban demand
