Synopsis: ITC and Godfrey Phillips have implemented another round of cigarette price hikes after the sharp excise duty increase announced in February 2026. But with cigarette sales reportedly falling nearly 20% during April–May, the real question is no longer whether...
Synopsis: India’s branded stationery market is steadily shifting toward premium organised players driven by rising school spending, hobby and craft demand, and deeper retail penetration. Against this backdrop, DOMS Industries continues delivering strong growth. But at...
Synopsis: While the broader IT sector struggled with slowing demand, margin pressure, and heavy FII selling, Birlasoft quietly delivered three consecutive quarters of margin expansion and saw foreign investor ownership rise to nearly 13.64%. The company is not growing...
Synopsis: A handful of listed Indian companies have spent nearly ₹90,000 crore on acquisitions over the last five years. From FMCG and pharma to consumer tech and insurance, these companies are using acquisitions not just to grow faster, but to buy market share, enter...
Synopsis: Ashish Kacholia has picked up a 1.2% stake in Asian Energy Services at a time when the company is attempting to transition beyond traditional oilfield services into a broader gas-and-mineral infrastructure business. The market is now watching whether this...
Synopsis: India’s health insurance growth is rapidly shifting beyond metros, with Tier-2 and Tier-3 cities now accounting for more than 50% of new policy sales. Rising medical costs and post-pandemic awareness are accelerating adoption across smaller towns. Star...
Synopsis: India’s healthcare demand continues rising steadily as organised healthcare penetration expands across hospitals, diagnostics, and primary care. Against this backdrop, Apollo Hospitals Enterprise is aggressively expanding bed capacity while scaling...
Synopsis: Indonesia’s proposed palm oil export restrictions could tighten global edible oil supplies once again. Since India imports nearly 5 million tonnes of palm oil annually from Indonesia, any supply disruption directly impacts edible oil companies, FMCG margins,...
Synopsis: India’s EV transition is now moving beyond scooters and passenger vehicles into buses, trucks, charging infrastructure, and commercial fleet financing. With ₹10,900 crore already allocated under PM E-DRIVE, ₹57,613 crore planned under PM-eBus Sewa, and an...
Synopsis: Ace investor Ashish Kacholia has recently picked up stakes in two relatively lesser-known small-cap companies operating in completely different industries, one in fintech distribution and the other in industrial electrical products. What connects them is not...
