Companies 2

Chart of the Day: Rupee depreciation to bring relief for Indian IT

While IT companies derive most of their revenues from overseas, a large portion of their expenditure is incurred in local currency

JAL’s bankruptcy becomes Adani’s opportunity to build a North India real estate empire

Industry experts and analysts told Moneycontrol that JAL's acquisition by Adani Group would effectively hand Adani Realty a ready-made North India platform, significantly accelerating its expansion in one of India’s most competitive real estate markets.

Data Story: Why Cognizant’s rebound should worry Indian IT

Cognizant added significantly higher amount of incremental revenue in April-September compared to large Indian IT companies

Business in the Week Ahead: December 1-5, 2025

RBI will decide on interest rates. At least three new IPOs will open for subscription.

Can Escorts Kubota reclaim the lost ground?

Strong agri performance contrasts with the softness in the construction equipment segment

Bayer’s new road map aims to address twin issues of growth, profitability

Persistent rains hit the company’s sales in September 2025 quarter

German, Japanese firms eye Syrma SGS’ new PCB plants amid supply-chain shift from China

Gujral said that cumulative investments of Rs 7,000–10,000 crore across new PCB facilities under ECMS 2.0 could help substitute 25–30% of India’s Rs 40,000-crore annual PCB import bill in the first phase.

Chart of the Day: Corporate hospitals cash in on surge in international patients as geopolitical tensions ease

Higher patient volumes drove international business revenue growth at Fortis, Max and Medanta in the September quarter

CarTrade Tech saw a decent run with acquisitions, will it succeed with CarDekho?

The last major business CarTrade Tech acquired was the OLX business in India

Max Healthcare Q2 FY26: Improved valuation comfort

The company plans to double its capacity in 4-5 years

Chart of the Day: Weak demand suppresses electricity prices in spot market

Supplies are exceeding demand even during non-peak solar power generation hours

Hero MotoCorp Q2 FY26: Strong performance, driven by growth across segments

Hero projects industry growth of 8-10% in the second half of the year. For FY26, the company has maintained its earlier guidance of 6-7% growth, indicating steady underlying demand

Tata Motors Passenger Vehicle: PV picks up speed while JLR falters

JLR’s operational disruptions and global macro headwinds continue to cloud earnings visibility

Eicher Motors Q2 FY26: Steady performance

Sustained growth with global expansion and strong market share

EPL sets an ambitious plan to improve return ratios

Hemant Bakshi is set to take charge as managing director and global CEO of EPL from January 2026

Ashok Leyland Q2 FY26 powers past the slow lane

Strong Q2, rising exports, and expanding high-margin verticals signal enduring momentum

Tata Motors CV: Buy, sell, or hold, post listing?

Though the stock debuted at a 28 percent premium, there is limited upside potential in the near term

Strong Q2 puts Bajaj Auto on the fast track

Quarterly performance was driven by strong exports and a premium mix

Sun Pharma breaks away from pure play generic companies in US

Sun Pharma’s revenues from specialty drugs surpassed generic medicines for the first time in the US

Nirmala Sitharaman hails semiconductor plant; says Assam tops utilisation of special central fund

The Morigaon semiconductor facility is part of a wider network of government-backed projects aimed at bolstering India’s semiconductor production capabilities

Business in the Week Ahead: November 10-14, 2025

Lenskart and Groww will be listed on the secondary market. At least three new IPOs will open for subscription.

SBI delivers strong Q2 FY26 with positive margin surprise

While earnings growth will align with credit growth, the stock upside will be driven by the expansion of the valuation multiple

Mahindra & Mahindra revs up on strong Q2 FY26 show

Healthy momentum in automotive and farm segments drives growth; management upbeat on FY26 prospects

Bharti Airtel maintains strong run in Q2 FY26

Higher-value customers, expanding digital offerings, and a strong Africa recovery fuel the telco’s growth.

Chart of the Day: Pharma, healthcare see record M&As in September quarter

Consolidation, geographical expansion and investments in specialised healthcare drove deal activity