Worst session in over three months as West Asia flare-up sends crude higher, VIX spikes, and every sector on the Street bleeds red. Mumbai bulls entered Wednesday with cautious optimism and left it nursing the worst bruises of the quarter. The BSE Sensex tumbled 1,677.12 points, or 2.15 per cent,Continue Reading
Blinkit crossing EBITDA breakeven with 2,243 stores and counting, and a concert economy bet that could add USD 125 million to EBITDA by FY30 There is a version of the Eternal story that most investors know — a food delivery platform that fought a bruising competitive battle, survived, and emergedContinue Reading
GenAI deflation is accelerating, West Asia is hitting revenues, guidance midpoints are out of reach — Kotak cuts fair values by up to 21% and tells investors to back challengers over incumbents The India IT sector has spent the last eighteen months navigating a slowdown that most analysts expected toContinue Reading
8,131 beds, India’s largest pharmacy network, a digital health platform and a merger that could reshape the pharmacy business There are healthcare businesses and there are healthcare platforms. Apollo Hospitals has spent the last several years quietly building the latter — a diversified ecosystem spanning hospital care, pharmacy distribution, digitalContinue Reading
Monthly SIPs have crossed Rs 310 billion despite zero equity returns over two years and massive foreign selling. The conventional wisdom about retail investor behaviour is that it is driven by returns — people invest when markets go up and pull money out when they fall. India’s SIP story isContinue Reading
Jio IPO imminent, AI infrastructure being built at Jamnagar, FMCG targeting Rs 1 trillion revenue, New Energy entering commercialisation Every year, Reliance Industries’ AGM is less an annual general meeting and more a statement of intent about the direction of one of the world’s most complex conglomerates. The FY26 editionContinue Reading
Beauty scaling 2.5-3x, fashion breaking even and targeting 10% margins, Dot and Key crossing Rs 10 billion There are investor days that reveal something genuinely new about a business, and there are investor days that confirm what the market had already begun to price in. Nykaa’s latest one sits closerContinue Reading
2 million POS devices, 866 million prepaid cards issued, online payments growing 56%, and an AI architecture built for the next decade of commerce There is a payments company sitting quietly in India’s listed fintech space that processes transactions for Flipkart, Myntra, DMart, Apollo Pharmacy, Marriott International and over twentyContinue Reading
Credit growing at 17%, GNPA at a multi-decadal low, RoA held at 1.1% despite margin headwinds, and capital ratios restored India’s largest bank does not need to be flashy to be compelling. State Bank of India’s FY26 performance was exactly what long-term investors in the franchise have been waiting forContinue Reading
Double revenue, double EBIT, 1,400 jewellery stores, Caratlane at 23% CAGR, watches targeting the premium segment — the FY30 vision is compelling. Titan Company is one of those rare Indian businesses that earns the right to be ambitious. Tanishq is the country’s most trusted jewellery brand. Caratlane is the leadingContinue Reading
