India Inc's first-quarter earnings season was significantly impacted by the West Asia conflict, leading to rising costs, calibrated price increases, and margin pressures across various sectors including FMCG, automotive, steel, and cement. Companies are implementing price hikes to protect profitability, with many anticipating further escalations if input costs remain elevated.
Supreme Leader Mojtaba Khamenei has reshuffled Iran's political and national-security establishment, appointing former SNSC Secretary Mohammad Bagher Zolghadr as his political adviser and veteran IRGC commander Mohsen Rezaei as his representative on the Supreme National Security Council, consolidating power amid the West Asia crisis and Strait of Hormuz tensions.
Former US President Donald Trump has issued a stern warning to Iran, stating that "nothing will get through" unless a deal or "total surrender" is achieved, amid escalating tensions and conflicting reports on direct negotiations.
Iran's Islamic Revolutionary Guard Corps (IRGC) has claimed responsibility for missile and drone strikes on US military installations in Bahrain, describing the operations as the second phase of its retaliatory campaign. This announcement follows US Central Command (CENTCOM) confirming its own large-scale offensive targeting Iranian military infrastructure.
India's electric vehicle market achieved a significant milestone in June 2026, accounting for over 12% of total vehicle retail sales for the first time. This growth, driven by strong demand across electric two-wheelers, passenger vehicles, and commercial vehicles, saw overall EV retail sales surge by 63% year-on-year to a record 306,220 units, indicating a mainstream shift in mobility.
'Midcaps and smallcaps are the 'go-to segments' for retail investors.'
The operation reportedly extended to American assets, with the IRGC claiming that "US military bases in the region, namely Ali al-Salem in Kuwait, as well as al-Minhad and al-Dhafra in the United Arab Emirates, were also targeted."
Lieutenant General Seth's involvement in the army's capability development and modernisation efforts is evident from the key appointments he has held in the Strategic Planning and Capability Development Directorates, including Colonel Capability Development for Mechanised Forces, Brigadier Perspective Plans and Acquisition, and Additional Director General Capability Development.
Crude oil prices reached a new record high in futures trade, both domestically and internationally, as escalating military tensions between the US and Iran in West Asia continue to fuel market volatility. Diplomatic efforts concerning the Strait of Hormuz are being closely watched for potential price stabilisation.
One Indian oil tanker successfully crossed the Strait of Hormuz, while others turned back after Iran signalled the waterway's closure, amidst rising tensions and disruptions to global energy flows.
Ebrahim Azizi, head of Iran's National Security Committee, stated that diplomatic talks with the US are governed by national interest and security, viewing negotiations as an extension of military efforts.
The United States and Iran could be set to announce an agreement soon to achieve a complete solution to the hostilities in West Asia, as reported by Saudi state media Al Arabiya on Wednesday, citing sources familiar with the ongoing negotiations.
United States President Donald Trump warned Iran of potential strikes on its infrastructure, including bridges and electric power plants, saying the US military 'hasn't even started destroying what's left in Iran'.
Iranian forces fired upon three commercial vessels in the Strait of Hormuz, with one possibly headed for Gujarat, raising concerns about maritime security in the strategic waterway.
The deployment could include infantry and armoured units, in addition to the 82nd Airborne Division, which is already stationed in the region.
A second United States fifth-generation F-35 fighter jet was struck and downed over central Iran by a modern air-defence system of the Islamic Republic's Islamic Revolutionary Guard Corps (IRGC), with officials saying the pilot is unlikely to have ejected, Iranian state media reported on Friday.
The IRGC said the strikes were conducted in support of offensives by Hezbollah and residents of southern Lebanon, and described them as the beginning of a series of pre-announced operations against Israel.
Is the current rally telegraphing a durable peace plan in West Asia, boosted by United States (US) President Donald Trump's incoherent and contradictory posts on social media?
'Markets never fully lose hope. But an important shift could come if the Strait remains closed -- moving from high prices to no prices.'
Iran's Ambassador to Pakistan, Reza Amiri Moghadam, has said there are no ongoing talks between Tehran and Washington, DC, countering United States President Donald Trump's claims of peace overtures.
The call came before Iran's new supreme leader Mojtaba Khamenei vowed vengeance and urged citizens to continue their fight against the attacks by US and Israel.
He also criticised the possible succession of the son of the late supreme leader of the Islamic Republic, Mojtaba Khamenei, who is widely viewed as a leading contender for the position.
A spokesperson for the Central Khatam al-Anbiya Headquarters said that Iran's armed forces are prepared to intensify their response if aggression continues.
As Iran heads into crucial peace talks with the United States of America, here are the six men who decide the Islamic Republic's course.
Ola Electric Mobility Ltd is redirecting 575 crore from its initial public offering (IPO) proceeds, originally earmarked for research and product development, towards debt repayment and organic growth initiatives, signalling mounting pressure on the electric-vehicle maker.
Taking Kharg would give the US control over virtually all of Iran's oil exports and thus provide significant leverage, notes Prem Panicker in his must read daily blog on the Gulf War. It would also put American troops within range of Iran's remaining missiles, drones, and artillery on a piece of real estate that is just eight square miles in size, and just 15 miles from the Iranian mainland.
Platform-style partnerships between global investors and Indian developers are expected to gain further traction over the next few years. This comes as institutional capital increasingly shifts from one-off asset acquisitions to scalable, long-term strategies.
The West Asia conflict escalated sharply as Iran launched missiles towards Israel, while Tehran confirmed the killing of its intelligence minister in Israeli strikes, marking the third assassination of a senior Iranian official in two days.
The Iranian embassy also posted a video purportedly showing the aftermath of the strike, with plumes of smoke visible.
US defence officials confirmed that an F-35 did perform an emergency landing after an Iranian surface-to-air missile (SAM) barrage, with the pilot safe and an investigation underway.
The pause gives the US time to breathe, to regroup, to move its expeditionary force into position without risk of interception along the way. It gives Iran nothing -- on the ground, attacks against its infrastructure continue apace. Prem Panicker in his must read daily blog on the Gulf War.
United States President Donald Trump on Friday declared that there would be 'no deal with Iran except unconditional surrender' amid the escalating West Asia conflict, asserting that Tehran must capitulate before any diplomatic negotiations can proceed.
The tariff removal will lower prices of Harley's large-displacement imported motorcycles, which retail between 14.5 lakh and 45.8 lakh but after the duty cut volumes are expected to remain modest.
United States President Donald Trump on Friday signalled the US intention of going all out in its campaign against Iran's Islamic regime, warning Iran to watch out for what would happen today and saying that the US was winning the conflict despite what reports claimed.
The big question is whether Trump is any longer in command of the situation. For all practical purposes, the war seems set to cascade as the US is preparing for a potential ground operation in Iran and threatens to destroy 'bridges next, then electric power plants', points out Ambassador M K Bhadrakumar.
Hindustan Unilever (HUL) has topped the Perpetual Capital Hurun India Impact 50 - 2026 list with 53.9 points (on the scale of 0-100), reflecting a strong performance across key sustainable development goals (SDGs), including climate, water, circularity, gender and biodiversity.
'Our diplomacy should have been focused on preventing war and avoiding the inevitable disruptions it would cause, posing a real risk to India's growth story,' asserts former foreign secretary Shyam Saran.
Amidst ongoing conflict, Iranian President Masoud Pezeshkian signals a potential de-escalation by apologising to neighbouring countries while firmly rejecting US President Donald Trump's demand for unconditional surrender.
Pakistan launched a retaliatory operation, 'Ghazab lil Haq,' against the Afghan Taliban following alleged border attacks, resulting in reported casualties and destruction of Taliban infrastructure.
The fiscal tilt towards capex benefits companies in investment-related sectors like capital goods, defence equipment, engineering & construction and metal & mining. The planned cut in revenue expenditure will weigh on companies in consumption sectors like FMCG, consumer durables and retail.
