The Indian government has refuted claims of fuel shortages, asserting that the country possesses approximately 60 days of fuel stock cover and that all petrol pumps are adequately stocked and operating normally.
With the worst in terms of pricing pressures behind Tata Steel, its outlook is expected to improve. Europe has seen hot rolled coil prices rise this January after the European Union's (EU's) carbon border adjustment mechanism (CBAM) kicked in and further price improvements may be on the cards once import quotas come into play in June.
India's manufacturing sector experienced a mild recovery in April, with the HSBC India Manufacturing Purchasing Managers' Index (PMI) rising to 54.7 from 53.9 in March. However, inflationary pressures intensified, with input costs increasing at the fastest pace since August 2022, largely attributed to the Middle East conflict.
CRISIL Ratings predicts that the share of bank loans in NBFCs' overall borrowings will increase to 44-45 per cent by FY27, driven by elevated bond yields and softening bank lending rates.
Reliance Industries Limited (RIL) faced a challenging fourth quarter, with its energy business experiencing significant headwinds, leading to overall muted results and prompting analysts to adjust their outlook, even as consumer segments like Jio and retail demonstrated robust growth.
What we will not do is discount deeply, neither will we compromise on product substance, says Managing Director and Chief Executive Officer (MD&CEO) Santosh Iyer.
IT major HCLTech reported a 4.20 per cent year-on-year rise in consolidated net profit to Rs 4,488 crore for the January-March quarter of FY26, but projected a modest 1-4 per cent revenue growth for FY27, citing market volatility and reduced discretionary spending.
The central bank is yet to consider actions such as a rate hike or mobilising dollar inflows from non-resident Indians to boost forex reserves as it cannot afford to continue with them for long when the rupee's internationalisation tops its agenda, explains Tamal Bandyopadhyay.
India's private sector activity saw a significant recovery in April, driven primarily by robust growth in manufacturing output and sales, following a three-year low in March attributed to the West Asia conflict.
'Despite a challenging FMCG environment, ITC Foods has grown at or above the industry rate.'
India's residential real estate market experienced a 4 per cent year-on-year decline in sales during Q1CY26, while office leasing reached a quarterly high, rising 6 per cent year-on-year to 29.9 million square feet, according to Knight Frank India.
The stock of the country's largest beer maker, United Breweries (UBBL), is trading at 25-month lows given multiple headwinds related to volumes, regulatory issues, and margin trajectory. After a muted second quarter (July-September) of 2025-26 (Q2FY26), brokerages also expect the company's Q3FY26 performance to be underwhelming.
Major paint companies in India, including Asian Paints, Berger Paints, Akzo Paints, and Kansai Nerolac, have announced price hikes ranging from 1% to 8% across various product lines, effective from mid-March to late April, in response to persistently high crude oil and gas prices.
Reliance Industries is expected to report largely flat performance for its fourth quarter (January-March, Q4) of FY26, with weakness in the oil-to-chemicals (O2C) business and muted retail growth likely to offset steady gains in the telecommunications segment.
A strong third-quarter (October-December/Q3) performance for 2025-26 (FY26) has helped the stock of India's largest listed pharmaceutical (pharma) company, Sun Pharmaceutical Industries, gain about 7 per cent since the start of February.
India's passenger vehicle (PV) industry is projected to experience moderated growth in FY27, following a strong rebound in H2FY26, primarily due to the high base effect, absorbed pent-up demand, and the lingering impact of geopolitical tensions in West Asia.
The easing of external commercial borrowing (ECB) norms by the Reserve Bank of India (RBI) is expected to significantly boost overseas fundraising by Indian companies, market participants said.
Hyderabad Police Commissioner V C Sajjanar convened a meeting with bankers to address the misuse of bank accounts in cyber frauds and implement preventative measures, following 'Operation Octopus' which dismantled cyber fraud networks and led to arrests of complicit bank officials.
InterGlobe Aviation (IndiGo) is experiencing significant financial pressure, with its stock falling 18 per cent since the start of the Iran war, due to rising Brent crude prices, a weakening rupee, and disruptions to its West Asia and European flight networks caused by geopolitical tensions.
India's online retail market concluded 2025 with electronic retail (e-retail) gross merchandise value (GMV) reaching $65-66 billion, a 19-21 per cent increase, according to a report by Bain & Company and Flipkart. This growth is significantly driven by GenZ shoppers and the rapid expansion of quick commerce, which has emerged as a global leader.
Despite significant price differences, Indian farmers are increasingly adopting non-subsidised speciality fertilisers, which are seen as a potential solution to the rising fertiliser subsidy burden exacerbated by global supply shocks.
There are hopes of a turnaround in overall corporate earnings after six quarters of single digit growth.
Tata Motors' commercial-vehicle (CV) business reported a 48 per cent year-on-year decline in net profit to Rs 705 crore in Q3FY26, even as profit before tax (PBT) rose 65 per cent to Rs 2,568 crore.
One 97 Communications Ltd, operating under the Paytm brand, has transitioned to a majority Indian-owned and controlled company, reflecting increased domestic investor confidence and improved financial performance.
TransUnion Cibil CEO Bhavesh Jain highlights the improved retail portfolio quality in January but stresses the need for lenders to continuously engage with borrowers on credit usage and repayment, similar to the approach taken during the Covid-19 pandemic, as the impact of the Iran war on credit quality is still being assessed.
S&P Global Ratings has increased India's GDP growth forecast for the next fiscal year to 7.1 per cent, citing private consumption, investment, and exports as key drivers. However, the agency also cautioned that the conflict in the Middle East could strain India's fiscal position due to higher energy prices.
A NielsenIQ report indicates that the FMCG industry's sales growth moderated to 7.8% in the December quarter of 2025, with volume growth also dipping due to GST rationalisation and a high base from the previous year's festival season.
10 stocks from the Nifty 200 index that offer good growth potential and scope to deliver decent returns from current levels, based on brokerage estimates.
'It is going to be a negative vote against the government rather than a positive vote for the UDF.'
India's pharmaceutical exports have shown robust growth, reaching over USD 28 billion, despite global economic challenges. The sector is projected to reach USD 130 billion by 2030.
Jammu and Kashmir has shown significant progress in addressing public grievances through the JK Samadhan portal, achieving an 88 per cent disposal rate. District administrations and key departments have played a crucial role in this achievement, with high disposal rates and positive citizen feedback.
A new study suggests a link between high consumption of ultra-processed foods and reduced fertility in men, slower embryo growth, and smaller yolk sacs.
The Reserve Bank of India (RBI) has proposed new measures to combat financial fraud in digital payments, including lagged credit for authorised push payments and a 'kill switch' for users to disable all digital transactions.
India's electric vehicle (EV) market experienced a significant surge in financial year 2025-26 (FY26), with e4W registrations nearly doubling and e2Ws growing by over 20%, propelled by expanding charging infrastructure, diverse model launches, and accessible financing.
India's rapidly ageing truck fleet, with 42% of vehicles over 12 years old, is set to trigger a replacement-driven growth of 3-5% annually over the next five years.
India's peak power demand is projected to hit 270 GW this summer, surpassing last year's record of 250 GW.
The intriguing bit is that Trump is likely to attend the talks in Islamabad this weekend -- if he does, it will be the clearest signal yet that the US is ready to exit the war with some sort of win to show, since he cannot afford to go for the talks and return empty-handed, notes Prem Panicker in his must read blog on the Iran War
India's electric vehicle (EV) markets expanded gains in January compared to the year-ago period, as two-wheeler and passenger vehicle sales triggered a shuffle in the competitive landscape, data from an automobile dealers' association showed.
Today, predictability has replaced volatility. When 200 becomes routine and chases follow a template, the element of surprise goes out the window and with it viewer engagement.
Asha Bhosle's only daughter Varsha Bhosle, who died in 2012, had penned this beautiful ode to her mother.
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