While digital and O2C supported margins during the quarter, focused investments in new business initiatives are likely to drive a re-rating in the medium to long term
Portfolio recalibration and large deal wins support medium-term profitability goals
IOC and BPCL have announced a second oil discovery in an onshore Abu Dhabi block, strengthening their overseas upstream portfolio and India’s energy security.
The insurer’s premium valuation is likely to hold up despite the growth slowdown in most segments, as its focus on profitability continues to support earnings quality
After the GST cut, focus on infrastructure and green mobility remains central to industry expectations
Large companies are estimated to report subdued revenue growth rates in December quarter
While no formal timeline has been announced, executives said monoline and sector-specific licensing is likely to feature on IRDAI’s policy agenda, 2026 emerging as a potential window for implementation
GST rate cuts and rural recovery support volume momentum
Besides macro and earnings stability, a relatively attractive valuation continues to remain a key determinant for the Indian stock market
It appears that a stable taxation regime is over for the cigarette industry
IT companies are making large acquisitions and also investing in new technologies
Generic weight loss drugs can help expand Indian pharma market
Demand slowdown weighed on earnings of electricity producers
As per the scheme for every 100 equity shares of ACC with a face value of Rs 10/- each, Ambuja will issue 328 equity shares with a face value of Rs. 2/- each, to eligible shareholders of ACC.
Sequential growth returns in Q2FY26 though margins and client concentration remain key watchpoints
One new IPO will open for subscription. Bank loan growth and US GDP are the key data points to track
Coal demand and production in India are expected to grow faster than major countries
The acquisition will improve Anupam’s revenue mix and add new products
Removal of end-use restrictions will help expand potential market for domestic coal and substitute imports, amid moderating demand for coal
The hospitals and clinics market is estimated to exceed Rs 10 lakh crore by FY29
Volkswagen Group has embarked on a broader restructuring in India, where it is contesting the country’s biggest import tax demand yet of $1.4 billion for allegedly evading levies. It has denied the claims.
The announcement was made during a star-studded event here attended by leading figures from the region’s film and television industries.
CEO Gomes said the company rules out near-term listing, says scale and market position must come first
Among large companies, Sun Pharma and Cipla gained market share in the last 12 months
As AI-led service spending picks up, Infosys should benefit because of its discretionary-heavy portfolio