India’s telecom leader posted another strong quarter with ARPU hitting Rs 259 and free cash flow at Rs 194 billion.  Bharti Airtel continues executing flawlessly, posting its third consecutive quarter of steady growth with average revenue per user climbing to Rs 259 and free cash flow generation hitting Rs 194Continue Reading

India’s largest two-wheeler maker posted 21% revenue growth while finally gaining traction in scooters and premium bikes. Hero MotoCorp is proving that market leadership doesn’t require standing still. The company that built an empire selling 100-125cc commuter motorcycles is systematically expanding into scooters, premium bikes, and electric vehicles—all while maintainingContinue Reading

India’s small and medium enterprise IPO market is exhibiting signs of differentiated investor appetite. For example, certain offerings are commanding significant oversubscription while others draw more cautious interest. The trend underscores a maturing SME segment where investors are moving beyond blanket enthusiasm toward more granular evaluation of business models, sectoralContinue Reading

The state-owned behemoth is shedding its mass-market legacy for higher-margin products.  Life Insurance Corporation of India is pulling off something remarkable: teaching an elephant to dance. The state-owned insurance giant, long synonymous with low-margin, mass-market policies sold door-to-door by millions of agents, is executing a pivot that’s starting to showContinue Reading

India’s fifth-largest drugmaker is thriving in diabetes and cardiac care while waiting for its infection-treatment business to recover Mankind Pharma is executing a textbook transition from acute to chronic therapies, and the third-quarter numbers prove the strategy is working—mostly. The company posted 11.5% revenue growth to Rs 35,672 million, beatingContinue Reading