Synopsis: India’s decision to raise gold import duty from 6% to 15% triggered a sharp selloff in jewellery stocks and pushed domestic gold prices higher. But while organised jewellers faced immediate pressure, gold loan NBFCs like Muthoot Finance, Manappuram Finance,...
Synopsis: India has sharply reduced royalty rates on crude oil and gas production, lowering costs for upstream energy companies and improving project economics for future exploration. The reform triggered a sharp rally in ONGC and Oil India shares as investors began...
Synopsis: India’s largest iron ore miner has raised prices for the second time in two months, increasing raw material costs for domestic steel producers. While the move strengthens earnings visibility for mining companies, it could create fresh margin pressure for...
Synopsis: Urban Company’s Q4FY26 results appeared weak after losses widened sharply and the stock corrected post-earnings. However, the core business continues showing great improvement. The bigger question now is whether the company can scale its quick home services...
Synopsis: Titan’s Q4FY26 results triggered mixed reactions as margins remained under pressure, but major brokerages continue to stay bullish on the company’s long-term growth story. Strong jewellery demand, improving buyer growth, and continued market share gains are...
Synopsis: Reliance’s entry into satellite internet is not just about connectivity; it could be a strategic move to strengthen Jio Platforms ahead of a potential IPO, positioning it as a full-stack digital infrastructure player. Reliance Industries is preparing for a...
Synopsis: The government has revived the credit guarantee playbook, this time in response to the West Asia crisis. ECLGS 5.0 unlocks ₹2.55 lakh crore in guaranteed credit for MSMEs and airlines. For markets, the opportunity lies in identifying which lenders, NBFCs,...
Synopsis: NLC India Limited is stepping into nuclear power through its partnership with Electricité de France, signalling a strategic shift from its traditional lignite-based operations to cleaner, long-duration energy opportunities. India’s energy transition is no...
Synopsis: A traditionally stable, high-return business is undergoing a structural shift. While near-term numbers reflect pressure from AI disruption and segment resets, the transition toward a platform-led, subscription-driven model may redefine its long-term growth...
Synopsis: While traditional FMCG growth remains steady, Marico is quietly building its next leg through acquisitions. With a growing portfolio of digital-first, premium brands, the company is no longer just an FMCG player; it is becoming a platform that identifies,...
