India's leading passenger vehicle manufacturers are significantly increasing investments and factory capacities, alongside planning major product launches for FY27, driven by strong confidence in sustained domestic demand growth despite global geopolitical tensions and supply chain risks.
India's outward foreign direct investment (FDI) plummeted by 47.9 per cent year-on-year to $3 billion in June 2026, according to the Reserve Bank of India (RBI), with declines across equity, debt, and guarantee commitments.
Manipal Health Enterprises is set to launch India's largest healthcare initial public offering (IPO) on July 29, aiming to raise Rs 9,275.22 crore to fund expansion and debt reduction, with the issue closing on July 31.
India's five publicly listed Real Estate Investment Trusts (REITs) collectively distributed more than Rs 2,566 crore to over 425,000 unitholders in Q4FY26, with a cumulative distribution exceeding Rs 8,900 crore for the full fiscal year.
Paytm's parent company, One 97 Communications Ltd, has seen its domestic ownership increase to 51.6% in Q1 FY27, solidifying its status as an Indian-Owned and Controlled Company. This rise is driven by increased investments from mutual funds and insurance companies, reflecting growing investor confidence following Paytm's first full-year profit in FY26 and improved operating performance.
Paytm's parent company, One 97 Communications Ltd, has seen its domestic ownership increase to 51.6% in Q1 FY27, solidifying its status as an Indian-Owned and Controlled Company. This rise is driven by increased investments from mutual funds and insurance companies, reflecting growing investor confidence following Paytm's first full-year profit in FY26 and improved operating performance.
India's toll collection growth is projected to moderate to 5-7 per cent year-on-year in FY27, a 150-200 basis points reduction, primarily due to the economic impact of the West Asia conflict and a slowdown in commercial traffic, according to Crisil Ratings.
Mobile payments pioneer Paytm reported significant growth in its UPI payments business for Q1 FY27, driven by app simplification, AI investments, and a focus on attracting Gen Z customers. The company saw a 45% year-on-year increase in Consumer UPI Gross Transaction Value and a rise of 60 lakh in Monthly Transacting Users, outpacing the industry. Paytm's strategy prioritises customer retention and product innovation, leading to a profitable quarter with strong revenue and EBITDA growth, further supported by AI-led operational efficiencies and an India-focused language model.
Indian Hotels Company (IHCL) reported a 20.8 per cent year-on-year rise in net profit for Q1 FY27, reaching 357.9 crore, despite macroeconomic headwinds like geopolitical tensions in West Asia impacting international travel and airline catering business.
One 97 Communications Ltd, operating Paytm, is set to issue its first bonus shares, following a landmark year of achieving its maiden full-year profit and gaining significant market share. The board will meet on July 20 to decide on the bonus issue, reflecting confidence in its financial strength and aiming to improve stock accessibility for retail investors.
TVS Motor Company reported a significant 56.8 per cent year-on-year increase in net profit to 1,036 crore in Q1FY27, driven by record sales volumes, an improved product mix, and robust demand in both domestic and international markets, with management anticipating continued double-digit industry growth.
The Indian government has ratified an 8.25 per cent interest rate on Employees' Provident Fund (EPF) deposits for the financial year 2025-26, with over seven crore contributing members expected to see this credited to their accounts this month.
India's fertiliser subsidy bill is projected to increase by approximately 70,000 crore, reaching around 2.41 trillion in FY27, primarily due to rising import costs exacerbated by the ongoing West Asia crisis.
India's top 16 IT services companies distributed a record 1.3 trillion to shareholders in FY26 through dividends and share buybacks, a 36.3 per cent increase from FY25, even as the industry grappled with AI-driven business model threats and a significant decline in market capitalisation.
IT major Tech Mahindra reported a 28.4 per cent increase in consolidated net profit for the June quarter, reaching Rs 1,465 crore, driven by broad-based growth across manufacturing and financial services, and expressed confidence in a positive demand environment for the rest of the year.
India Ratings and Research predicts the Reserve Bank of India (RBI) will maintain the repo rate at 5.25 per cent throughout FY27, despite potential inflationary pressures from higher fuel prices, with inflation expected to remain within the central bank's tolerance band.
India's exports of printed circuit boards (PCBs) to China dramatically increased over 40-fold to $1.5 billion in FY26, indicating a significant shift where China is increasingly importing simpler electronic assemblies from India as it focuses on higher-value manufacturing domestically.
India achieved a current account surplus of USD 7.1 billion, or 0.7 per cent of GDP, in the January-March quarter of 2025-26, primarily boosted by robust services exports and increased remittances from overseas Indians, according to recent Reserve Bank of India data.
HDFC Life Insurance and ICICI Prudential Life Insurance have reported double-digit growth in profitability for the first quarter of FY27, buoyed by healthy premium collections and increased investment income, with HDFC Life's net profit rising 11.9% and ICICI Pru's by 27.8%.
The arms trade surplus grew tenfold, reaching $691 million in FY26 from $63 million in FY18.
Bajaj Auto plans to increase its annual production capacity by nearly 25 per cent, from around 7 million to over 9 million vehicles, in the coming quarters. This expansion is driven by strong export demand and rapid growth in electric vehicles, which have stretched current capacity across key product segments.
Indian Hotels Company Ltd (IHCL) is expected to benefit from higher room rates, rising occupancy, and strategic acquisitions, with analysts projecting double-digit revenue growth for FY27 driven by strong domestic demand and a favourable demand-supply dynamic.
ITC reported a 6.1 per cent year-on-year growth in its consolidated adjusted net profit from continuing operations, reaching ~5,469.74 crore in the January-March quarter (Q4FY26), primarily fuelled by strong performances in its cigarettes and non-cigarette fast-moving consumer goods (FMCG) businesses.
Infosys shares experienced a significant drop, hitting a 52-week low, after the company announced its Q4FY26 results and provided a modest revenue growth guidance of 1.5-3.5 per cent in constant currency for FY27, falling below market expectations and raising concerns about AI-led deflation and margin pressures.
Nissan Motor India aims to achieve a fourfold increase in domestic sales, targeting 100,000 units annually, and export another 100,000 vehicles from its Chennai plant by financial year 2027-28 (FY28), marking a significant revival of its presence in the Indian passenger vehicle market.
Unified Payments Interface (UPI) has reached a record Rs 314 lakh crore in transaction value in FY26, representing more than a 4,000-fold increase since inception.
'Midcaps and smallcaps are the 'go-to segments' for retail investors.'
Analysts are revising down India Inc's financial year 2026-27 (FY27) earnings growth forecasts, citing persistently high crude oil prices above $100 a barrel due to the West Asia conflict, which is expected to dent corporate financial performance in the coming quarters.
JSW MG Motor India has unveiled ADAPT, India's first multi-powertrain new energy vehicle (NEV) platform, designed to support electric, hybrid, plug-in hybrid, and range-extender electric vehicles. The company plans to launch one electric SUV and one plug-in hybrid SUV based on this architecture during FY27, aiming to broaden its NEV portfolio and accelerate adoption in India.
India's like-for-like gross Goods and Services Tax (GST) revenue growth slowed to a five-year low of 5.57 per cent in FY26, reaching Rs 23.32 trillion, primarily driven by a significant surge in import revenues.
Analysts predict that the US-Iran geopolitical conflict, upcoming quarterly earnings announcements, and fluctuations in crude oil prices will be the primary drivers of investor sentiment in the Indian equity markets.
Millions of EPFO subscribers can now check whether 8.25% annual interest for FY2025-26 has been credited to their provident fund accounts.
Parliament was informed that UPI has onboarded 55.49 crore users by June 2026, with transactions reaching 24,162 crore in volume and Rs 314 lakh crore in value in FY 2025-26. The platform, operated by NPCI, is expanding internationally through NIPL, facilitating cross-border payments and assisting other nations in building similar systems. Significant efforts are also underway by the Government, RBI, and NPCI to enhance the security and transparency of UPI transactions, including risk-based limits, security frameworks, and public awareness campaigns against cyber-crime.
Indian IT services firms are expected to report a soft Q1 FY27 performance due to a challenging macro environment, the impact of AI, and geopolitical uncertainties, leading to reduced discretionary spending and slower decision-making cycles, according to Motilal Oswal Financial Services.
Commercial vehicles major Tata Motors Ltd has announced a record 144 patent applications filed in FY26, its highest in a single year, focusing on vehicle safety, reliability, cost, comfort, and future mobility solutions like electric and hydrogen vehicles.
Indian bank credit expanded by 16.08 per cent year-on-year in FY26, marking its fastest pace since FY24, while deposits grew by 13.47 per cent, according to RBI data. Experts caution that year-end figures may be inflated due to reporting date changes, but acknowledge strong momentum in corporate, MSME, and retail segments.
Retail major Trent is embarking on a robust expansion plan, aiming for significant growth through new store additions for Westside and Zudio, diversification into new formats like Samoh and Burnt Toast, and a projected recovery in like-for-like (LFL) growth.
Precision engineering components maker Indo MIM Ltd is optimistic about the growth of the domestic aerospace industry, particularly focusing on engine applications. The company notes a significant acceleration in foreign OEM interest in India for engineering talent and manufacturing. Indo MIM recently announced its Rs 3,812 crore IPO, opening on July 23, to fund borrowings and general corporate purposes.
Precision engineering components maker Indo MIM Ltd is optimistic about the growth of the domestic aerospace industry, particularly focusing on engine applications. The company notes a significant acceleration in foreign OEM interest in India for engineering talent and manufacturing. Indo MIM recently announced its Rs 3,812 crore IPO, opening on July 23, to fund borrowings and general corporate purposes.
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