Goldman’s economists had earlier estimated that US trade policy uncertainty was shaving off around 0.3 percentage points from real GDP growth. While the bank is not yet building a capex surge into its baseline forecasts, it sees scope for upside if private investment intentions translate into actual project execution in the latter half of 2026.
In a Rs 15 lakh crore alternative investment fund (AIF) ecosystem, Crisil data shows that realised cash distributions remain concentrated among a limited set of funds, with a majority of schemes yet to return invested capital. As multiple fund vintages now overlap, data highlights wide dispersion in outcomes across managers and a growing reliance on secondary transactions and IPO-linked exits to facilitate liquidity at an ecosystem level.
Shadowfax Q3 Results: The shares of Shadowfax jumped more than 4 percent to trade at Rs 124.30 apiece after the release of the results.
The defence PSU company's revenue from operations in the quarter under review stood at Rs 7,699 crore, 11 percent higher than Rs 6,957 crore reported in the corresponding quarter of the last financial year.
In the last two years, Wellbeing Nutrition has clocked 120% growth and is expected to cross Rs 450 crore in revenue by FY27
In case AI replaces human engineers in the IT sector, this will lead to mass layoffs which in turn can impact housing demand in key markets like Bengaluru.
The eyewear firm has posted a multi-fold jump in consolidated profit after tax to Rs 132.7 crore in the December quarter, driven by growth in margin, new customer addition and positive returns from international business
JPMorgan said the recent outperformance in the stock appeared overdone as the company is still awaiting bank funding to drive the next phase of its capital expenditure cycle.
The correction in IT stocks shows that the market is worried as many investors believe AI is now ready to replace engineers, especially in India’s IT services sector, an analyst said.
Indian spinning stocks have come under pressure after the US slashed tariffs for Bangladesh and offered zero-duty access if producers switch to American cotton. While analysts say near-term earnings impact may be limited due to logistical constraints, the medium-term risks remain significant
Revenue from operations remained largely flat at Rs 4,114.4 crore in the third quarter of FY26 as against Rs 4,395.53 crore in the year-ago period.
Reliance Industries continues to remain India's most valuable company, followed by HDFC Bank and Bharti Airtel.
The growing global attention, Pandey added, 'raises a responsibility on us to build markets that are deep, trusted and resilient'
The rupee rallied at the open to 90.4550 per dollar after settling at 90.70 in the previous session
Flipkart is evaluating a foray into India’s online food delivery segment, with a pilot likely in Bengaluru around May–June and a broader launch possible by late 2026 or early 2027, said a report
EBITDA rose 2 percent YoY to Rs 3,640 crore, while EBITDA margin declined 50 bps to 23.3 percent.
The benchmark Indian bond yield rose 2 bps on February 12
The company also signed an MoU with UP government to invest Rs 250 crore over the next three to five years to expand its manufacturing capacity.
Sensex, Nifty declined, led by sharp selling in IT shares on fading expectations of a near-term U.S. fed rate cut.
IT stocks: The sharp fall in the share prices pushed the Nifty IT index down 5.5 percent to close at 33,160.20, the lowest level seen by the stock since April 17 last year.
Traders expect the rupee to trade between 90.40 and 90.95 in the near term
Order visibility and margin stability support sustained earnings growth
The company is expanding its shipbuilding capacity and exploring greenfield opportunities
Nifty losing momentum at highs, final set of earnings to drive action. IT stocks in focus
Kernex Microsystems Share Price | The company received an order to supply 505 onboard KAVACH locomotive equipment systems.