BUSINESS
Multiple headwinds pose risk to ABB’s margin outlook
Apart from subdued order flows, margins could be weighed down by several factors including rising competition
TECHNOLOGY
Amid surging exports, Bajaj Auto has a bumpy ride on home ground
All eyes on the power-packed new motorcycle launches that should help Bajaj Auto move its market share higher
INFRASTRUCTURE
Chart of the Day | L&T’s rising overseas orders -- more to flow?
The IEA estimates that the Middle East could account for about 20 per cent of global hydrogen-focused renewable capacity by 2028
BUSINESS
Data Story: Long haul for e-buses to make a mark on Indian roads
E-bus penetration is rising but here’s why the rate of adoption is still abysmal
BUSINESS
Chart of the Day | What improved toll revenue, freight movement tell us
Steady rise in toll revenue reflects revised fees, efficient tolling, and higher share of heavy vehicles
TECHNOLOGY
What puts TVS Motor's profit growth in top gear
With sales growth stable and outpacing peers, TVS' profit margin expansion and market share increase should support the stock's rich valuations
BUSINESS
India's Economic Boom: A look beyond the GDP numbers at the structural challenges ahead
If growth is strong, if companies are investing and the government is also spending, then a demand resurgence should be seen and it should also show up in product prices. Why then is core inflation (which is demand side) so low? Why is urban demand relatively weak? Is there a challenge from cheap Chinese imports?
BUSINESS
Bharat Forge finds strength on home ground even as de-risking strategy pays off
Timely India-centric strategy and de-risking business into non-auto segments augurs well in times of global trade tensions
BUSINESS
Chart of the Day | Can the world break China’s dominance over rare earths?
Countries including the US and Europe are committing billions of dollars to rare earth mining/refining
INFRASTRUCTURE
WPI linking factor to take a toll on road asset returns
Lower linking factor can also lower the debt-service coverage ratio that could be a challenge for operators who are highly leveraged
BUSINESS
Why are stock prices lagging performance in listed realty firms?
Strong home sales in the premium segment at elevated prices dominate the real estate landscape, but growth rates are coming off
BUSINESS
We are committed to improving free cash flows, return ratios: Neeraj Kanwar, MD, Apollo Tyres
Tyre sales were slow in the first half of FY26 but we are hopeful of a better second half on the back of GST rate cuts
BUSINESS
Data Story: How cement sector dynamics could play out, post GST rate cuts
Given tepid demand due to monsoon, festivities weighing on construction activity, a lull in pricing will prevail for some months ahead
BUSINESS
Chart of the Day | Desi food joints are spicing up the realty market
From retail malls to high streets in cities, F&B outlets are lapping up space driving up real estate activity
BUSINESS
Beyond the Hype: AI's massive investment spree masks growing unemployment crisis
The AI universe has engulfed industries and economies that are committing huge spends even as it has sparked fears of job losses
BUSINESS
Chart of the Day | Non-aero revenue in key airports surges to match global benchmarks
PPP model airports generate about 86 per cent of the total non-aero revenue
BUSINESS
Equity tag for REITs, another step towards global best practices
As an equity asset class, REITs can fuel capital flows into commercial property, though retail investors must be aware of the cons too
INTERVIEW
Mid-market hospitality will spice up the hotel boom in India: IHCL top boss Puneet Chhatwal
The MD and CEO shares the business recipe that helped him drive a turnaround at IHCL which was wallowing in loss when he took over in 2017
BUSINESS
Chart of the Day | Will GST rate cuts fuel the first-time buyer of passenger cars?
First-time buyer demand has been stagnant for nearly a decade with growth seen only in SUVs
COMPANIES-2
Mahindra: GST tailwinds to power earnings across businesses segments
PV industry had gone through a rough patch between FY2022 and FY2023 when PV sales softened on the back of a surge in costs and vehicle prices
BUSINESS
Sweeping GST cuts in auto sector to rev up sales, will earnings bump up too?
GST cuts, in line with expectations, should spark festive season sales and bump up volume-driven revenue for auto companies across the board
BUSINESS
Will the GST cut on cement save the faltering affordable housing segment?
Government incentives and sops have run their course with no big outcome but now cut in cement GST rates could give a boost
BUSINESS
NHAI’s sharp decline in debt -- a shot in the arm for highway projects?
The nodal agency for highways is targeting a list of 124 projects at a cost of Rs 3.5 trillion in FY2026
BUSINESS
Respite on cotton imports unlikely to offset pain from US tariffs for textiles
The duty cut will give yarn mills a breather, but is insufficient to lower costs and make Indian textiles more competitive in the long term
