Record Rs 40,900 crore quarterly inflows and 52% YoY growth ABB India delivered a textbook example of how strong growth can coexist with weak profitability, posting its highest-ever quarterly order inflow of Rs 40,900 crore in Q4CY25 while watching operating margins collapse 410 basis points year-on-year. ABB’s Q4CY25 revenue came in at Rs 35,600 crore, … Read more
Global memory supercycle threatens to upend India’s electronics ambitions The global memory chip market is in the grip of what analysts are calling a supercycle — and India’s electronics manufacturers may be caught badly off guard. The culprit? A seismic shift in global memory economics, driven by artificial intelligence’s insatiable appetite for bandwidth. “The memory … Read more
The restructuring announcement revealed several factors that investors did not like, read on When a company announces a major restructuring and its stock falls 14% the same day, one of two things is true. Either the market misunderstood the deal. Or the market understood it perfectly. In UPL’s case, it was the latter. UPL Limited’s … Read more
Emkay Global is upping its target on IndusInd Bank, read on IndusInd Bank has had a rough few years. Microfinance stress, a derivatives fiasco, senior management exits, and a quarterly loss that shook investor confidence. The stock has shed 10.5% over the past 12 months even as the broader Nifty-50 gained 11.6%. At one point … Read more
Motilal Oswal’s Nifty-500 review shows broad-based profit recovery — here’s what investors need to know India’s corporate earnings machine is back in gear. The Nifty-500 universe — the broadest gauge of Indian listed company performance — delivered profit-after-tax growth of 19% year-on-year in the third quarter of FY26, the strongest quarterly showing in two years, … Read more
The Rs 3,100 crore offer opens Sunday; losses in FY23-24 turned to profit in FY25 but valuations raise eyebrows despite sector tailwinds CleanMax Enviro Energy Solutions Ltd. is launching India’s largest renewable energy IPO this year, seeking to raise Rs 3,100 crore through a combination of fresh equity and promoter selling. The company positions itself … Read more
Shree Ram Twistex Ltd. is opening its Rs 110.24 crore initial public offering for subscription on February 23, offering investors exposure to India’s cotton yarn manufacturing sector. The Gujarat-based company produces compact ring spun and carded yarns serving textile manufacturers, garment exporters and fabric processors across domestic and international markets. About the Company Shree Ram … Read more
Pure-play fertility IPO opens Thursday with plan to triple centers to 26 Gaudium IVF and Women Health is set to become India’s first listed pure-play fertility treatment provider when its Rs 165 crore initial public offering opens for subscription on February 20. Brokerages Arihant Capital Markets and SMIFS recommend subscribing, noting structural tailwinds in a … Read more
India’s offshore benchmark Gift Nifty clocks its highest-ever single-day trading value on Feb. 20 amid shifting US Trump Tariffs GIFT Nifty recorded an all-time high single-day turnover of $23.48 billion on February 20, 2026, marking a milestone for India’s offshore derivatives market. Trading activity reached 457,989 contracts, surpassing the previous record of $22.88 billion set … Read more
The Supreme Court clipped presidential power. Has the market celebrated too quickly? The U.S. Supreme Court may have dismantled the emergency tariff regime, but the trade war narrative is far from over. Within hours of the ruling, President Donald Trump moved swiftly to impose a 15% global tariff under Section 122 of the Trade Act … Read more