Synopsis: China’s TCL Electronics is proposing the sale of a 51% stake in its Tirupati display plant, a move that goes beyond a simple divestment. For Indian EMS players, this could become a strategic opportunity to shift from assembly-led growth to deeper value-chain...
Synopsis: Dabur India Ltd posted healthy Q4FY26 growth, but the bigger takeaway may be the company’s focus on protecting margins amid rising freight costs, geopolitical disruptions, and changing consumption patterns. Rural recovery, quick commerce growth, and possible...
Synopsis: India’s upcoming mutual fund reclassification exercise in July 2026 may look like a routine technical reshuffle, but it could trigger significant institutional rebalancing across multiple stocks. With more than 30 companies expected to change categories and...
Synopsis: Deepak Fertilisers is steadily expanding beyond chemicals and fertilisers into explosives and mining solutions through its subsidiary, Deepak Mining Solutions Limited (DMSL). The acquisition of Chardham Chemicals signals a strategic push toward higher-value...
Synopsis: Eicher Motors is making one of its largest manufacturing investments in decades through a ₹2,200 crore expansion in Andhra Pradesh. While the move increases production capacity, the larger story may be about preparing Royal Enfield for its next long-term...
Synopsis: Apple’s latest renewable energy partnership with CleanMax highlights a larger structural shift underway in India’s clean energy ecosystem. As global corporations move aggressively toward supply-chain decarbonisation and net-zero targets, renewable energy...
Synopsis: PB Fintech has moved beyond being viewed purely as a loss-making internet startup. With profitability improving, renewal income scaling up, and operating leverage beginning to emerge, the company is gradually positioning itself as a broader financial...
Synopsis: In a cautious NBFC cycle, Capri Global Capital is scaling with intent. Backed by strong growth, a secured lending model, and rising fee income, the company is targeting ₹55,000 crore AUM by FY28, without compromising on profitability. While much of the NBFC...
Synopsis: India’s EV story is in a strong upcycle, but rising lithium prices are emerging as a key variable. With battery costs at the core of EV economics, sustained input inflation could influence margins, pricing, and competitive positioning across companies....
Synopsis: Jammu and Kashmir Bank is entering a new phase, not a turnaround, but a transition. With a stabilised balance sheet and improving asset quality, the bank is now looking beyond its core geography. The key question is whether this regional strength can be...
