admin Capital expenditure to surge as New Delhi bets on domestic manufacturers to build military might amid rising geopolitical tensions New Delhi is writing the biggest check in Indian defense history—and this time, the money is staying home. The Union Budget for FY2026-27 has earmarked Rs 7.84 lakh crore for defense, a 15% year-on-year increase. But … Read more
Food major’s ad spending surge delivers record volumes albeit with a little margin squeeze Nestle India is spending money on advertising. The maker of Maggi noodles and KitKat chocolates just posted its strongest volume growth in five years, but it came at a price: margins compressed as the company pumped 42% more money into advertising … Read more
Flexi-cap funds topped equity segments with net inflows of approximately ₹10,020 crorei. Are investors considering them the primary engine for long-term wealth creation? The equity mutual fund story in India in December was of frenzied activity as it is always. But it seems one category shown out quite well with the highest inflows: flexi cap … Read more
Credit card company posts strong earnings, but analysts split on whether the good times can last amid 19% stock correction SBI Cards and Payment Services delivered a sparkling 45% jump in profit for the October-December quarter, but the celebrations may be premature. India’s second-largest credit card issuer is grappling with slowing loan growth and shrinking … Read more
Tata Motors banks on improving freight rates and transporter economics to fuel replacement demand, even as raw material costs chip away at margins Tata Motors sold a lot more trucks in the third quarter. The more interesting question is why—and whether it will last. Management pointed to something concrete: India’s transporters are making better money. … Read more
Cigarette margins hit multi-quarter lows; analysts warn of volume collapse, illicit trade surge, and earnings decline through FY27 ITC reported a quarter that met expectations, but both Centrum and Nirmal Bang are focused on a bigger problem—tax increases starting February 1 that could fundamentally alter the cigarette business generating over 80% of operating profit. Decent … Read more
Asset manager maintains growth momentum as regulatory changes loom over sector profitability Nippon Life India Asset Management Company reported another quarter of consistent performance, though the real test lies ahead as the industry navigates new fee regulations and intensifying competition. Driven by treasury The company posted profit after tax of Rs 400 crore (Rs 4 … Read more
Contract Manufacturer Posts Sharp Revenue Jump Ahead of Rs 24.77 Crore Fundraise; Sustainability Questions Emerge ANL operates as a Contract Development and Manufacturing Organization (CDMO) specializing in Ayurvedic and Nutraceutical products across multiple dosage forms. Established in 2021, the company manufactures tablets (film-coated and chewable), capsules (hard gelatine and HPMC), oral liquids (syrups, suspensions, tonics), … Read more
Margin shine can’t mask muted demand as India’s decorative giant navigates competitive headwinds Asian Paints delivered a curious third quarter—margins sparkled even as topline growth sputtered, leaving analysts divided on whether the worst of competitive pressures has passed or merely paused. The company’s consolidated revenue crawled 4% year-on-year to Rs 88.7 billion, missing Motilal Oswal’s … Read more
Greater Noida-Based Manufacturer Seeks Rs 66.42 Crore as Profit Margins Surge in Competitive Landscape Msafe Equipments Ltd. (MEL) is set to make its debut on the BSE SME platform with a book-building IPO opening January 28, 2026. The Greater Noida-based manufacturer of height safety equipment is offering 5.4 million equity shares in a price band … Read more