
Strong order inflows and a positive margin surprise in Q4FY25, though revenue performance was weak

With consistent SSSG, an expanding private label portfolio, and strong store-level economics, Baazar Style stands out as a scalable and profitable value fashion retailer with deep regional presence

Cost tailwinds, better mix, and higher fee-based income to drive RoA

High visibility of an RoA uptick on lower credit cost and possibility of a universal banking licence

The commentary is positive and the guidance impressive
Power Finance Corporation Ltd (PFC) said it is exploring all possible options to recover an outstanding principal amount of Rs 307 crore from Gensol Engineering Ltd.

The government is focusing on pumped storage projects (PSPs) as a long-term solution for storing electricity since the use of batteries for longer hours remains unaffordable

A steep decline in revenues and muted guidance

A growing worry within the textile industry is also about consumption declining in America due to higher prices of imported products which would directly impact India's export growth despite having a competitive edge on tariffs over other countries.

IT service players are facing decision-making delays, a pause in discretionary spending, and project ramp-downs

While several factors are supportive of Indigo’s surging valuations, the industry is not sans some risks. Read here

The impact in terms of increase in freight costs would be at least 10 percent and could go up to 30 percent, said Jitendra Srivastava, CEO, Triton Logistics & Maritime.

IT spending came under increased scrutiny as tariff-related economic uncertainty intensified

Mounjaro, a once-weekly injection approved by India's drug regulator, is priced at 4,375 rupees ($50.86) for a 5 milligram vial and 3,500 rupees for a 2.5 mg vial, its lowest doses

NTPC’s new fuel sourcing strategy is a shift to a more market-driven approach and could be emulated by state and private companies to mitigate risks of supply chain disruptions

The plant, which will become the first in North India, could be bigger than the facility planned in Bengaluru, which is poised to become Taiwanese firm's second biggest globally

In FY25, the company awarded works totalling 8 GW of thermal capacity and it plans to award a similar quantum in FY26. A senior NTPC executive said thermal power plants are in a good position this year to meet the summer demand as coal stocks are adequate.

Upside triggers are missing, but downside looks limited despite volatility

Trump's reciprocal tariff may accelerate the momentum toward more countries and companies looking at India as an important option in their global sourcing footprint, Srinath Ramakkrushnan, co-founder and COO, Zetwerk has said,

The government is looking at models like IN-SPACe and the Bio-RIDE in the space and biotech sectors to involve private participation in nuclear power, Singh told Moneycontrol.

Market volatility is likely to be the order of the day in the near term

Addition of the under-construction hydroelectric projects will significantly boost NHPC’s regulated equity base.

Trump's 26 percent reciprocal tariff will immediately slow down Indian solar exports to the US, but it will make the sector more globally competitive while also affording the opportunity to explore other global markets. The government will need to address fears of dumping by the Chinese manufacturers.

India’s gems and jewellery industry is bracing for impact and so is the agriculture sector in the near-term, with the possibility of re-routing.

US president Donald Trump did not make any specific tariff announcement on pharma products