India's manufacturing sector activity reached a three-month high in May, with the HSBC India Manufacturing Purchasing Managers' Index (PMI) rising to 55.0, driven by robust domestic demand, infrastructure projects, and new business gains despite ongoing inflationary pressures.
The automobile and auto-ancillary sector is expected to show strong Q3FY26 results, aided by festival-led demand, rationalisation in goods and services tax (GST) rates for select categories of vehicles, easing interest rates, and improving rural sentiment.
The Indian government is actively promoting manufacturing in the rapidly expanding aerospace sector, with collaborations between Indian and foreign companies leading to the establishment of new facilities.
The Indian banking sector is projected to experience a steady 9-13 per cent industrial credit growth in the first half of 2026, driven by capital expenditure, infrastructure development, and sectoral demand recovery, according to a Ficci-IBA survey.
'While salary increments are moderating compared to last year, not all functions are moving at the same pace.'
Infosys reported a 20.8 per cent increase in consolidated net profit to 8,501 crore for the January-March quarter of FY26, with revenue from operations rising 13.4 per cent to 46,402 crore. The IT major has guided for a 1.5 to 3.5 per cent revenue growth for FY27, driven by momentum in financial services, utilities, and emerging AI services, despite a volatile macroeconomic environment and geopolitical risks.
India's electric vehicle market is experiencing an unprecedented boom with a 37 per cent increase in new entrants, driven by supportive policies and infrastructure.
Mahindra & Mahindra Ltd reported a significant 48.5 per cent jump in consolidated profit after tax to Rs 5,259.91 crore in the March quarter, primarily attributed to strong performance in its auto and farm sectors, alongside ambitious plans for new SUV and EV launches.
Nomura has increased its March 2027 target for the Nifty 50 to 25,900, driven by strong corporate earnings and attractive market valuations, even as risks from the West Asia conflict and high oil prices persist.
India's mergers and acquisitions (M&A) market is projected to maintain an annual run-rate of approximately $200 billion, evenly split between domestic, inbound, and outbound transactions, despite global geopolitical turbulence, according to Rajesh Singhi, global co-head, M&A Advisory, Standard Chartered Bank.
Indian paint majors, including Asian Paints, Berger Paints, and Kansai Nerolac, reported better-than-expected performance in Q4FY26, driven by steady demand, improved product mix, and strategic price hikes. The sector is also benefiting from reduced competitive intensity as new players also increase prices, narrowing the gap with incumbents.
India's manufacturing sector activities moderated in March with companies reporting softer expansions in new orders and production as inflation concerns dampened business confidence, a monthly survey said on Monday. The seasonally-adjusted S&P Global India Manufacturing Purchasing Managers' Index (PMI) was at 54.0 in March, down from 54.9 in February, highlighting weakest rate of growth in terms of production and sales since September 2021. The March PMI data pointed to an improvement in overall operating conditions for the ninth straight month.
Nayagam PP, career counsellor and founder of EduJobs360, explains how traditional engineering choices are being replaced with flexible, future-ready career paths that align with industry requirements.
India's manufacturing sector activity strengthened in December, with manufacturers stepping up production and input buying amid efforts to rebuild their inventories following business closures earlier in the year, a monthly survey said on Monday. The seasonally adjusted IHS Markit India Manufacturing Purchasing Managers' Index (PMI) was at 56.4 in December, a tick higher than November's reading of 56.3 and above the critical 50 threshold for the fifth straight month. In PMI parlance, a print above 50 means expansion, while a score below that denotes contraction.
Wipro reported Q4FY26 IT services revenue of $2.6 billion, a modest 0.2 per cent Q-o-Q constant currency growth, with adjusted operating profit margin beating estimates at 17.2 per cent. The company announced a significant share buyback of ~15,000 crore, but faces near-term growth challenges, particularly in the BFSI segment, and has issued a soft Q1FY27 revenue guidance.
'As re-industrialisation gathers pace across regions like Asia, Europe and the US, a wide range of products and inputs will see demand.'
Krutrim, India's first AI unicorn, has successfully repositioned itself as a focused domestic AI Cloud Services provider, reporting its first annual net profit in FY26.
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 is often skipping legacy cycles and moving directly to advanced AI-driven operations.'
Companies are already diversifying sourcing, raising prices, and reworking operating models as the disruption drags on.
SIS Ltd, a security and facility management services provider, aims to cross Rs 20,000 crore in revenue by FY27, driven by strong double-digit growth, expansion of its service network, and a simplified regulatory framework under new labour codes, said its Group Managing Director Rituraj Sinha.
'In investing, poor sentiment is always a good vintage to build a portfolio.'
Reliance Industries' digital arm, Jio Platforms, may see its initial public offering (IPO) delayed to the second half of fiscal 2027, according to CreditSights. The delay is primarily attributed to ongoing geopolitical tensions in the Middle East, which could impact market conditions and investor sentiment.
The Defence Acquisition Council (DAC) has recently approved procurement proposals worth Rs 79,000 crore across three services and it has cleared AoN (Acceptance of Necessity) of Rs 3.3 trillion in financial year 2026 (FY26).
'They are a poor fit for anyone with near-term goals, low volatility tolerance, or a need for steady income or liquidity.' 'First-time investors should typically avoid them.'
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.
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.
'Decisions on talent and rewards have shifted as employees and companies are operating in a buyer's market across most skill categories.'
'...the enormous responsibility and faith the youth has put on his shoulders, that he is going to solve their problems.'
India's services sector activity witnessed a sharp uptick in February boosted by improving domestic and international demand, which resulted in a quicker expansion in output and a substantial increase in employment, a monthly survey said on Wednesday. The seasonally adjusted HSBC India Services PMI Business Activity Index rose from January's 26-month low of 56.5 to 59.0 in February, indicating a sharp rate of expansion.
The Indian rupee depreciated 20 paise to close at a fresh all-time low of 94.88 against the US dollar, driven by surging Brent crude oil prices, hovering around USD 115 per barrel, and persistent foreign capital outflows.
'Workers are the people who create all the wealth in this country. How can you call them anti-national?'
'The next phase of India's IPO cycle will be defined by quality, pricing discipline and investor selectivity.'
HAL's order book amounts to Rs 2.45 trillion by end of Q2FY26, implying a book-to-bill ratio of 32 times based on FY25 revenue.
Hiring demand strongest in ecommerce, tech startups, healthcare, and energy sectors, with Bengaluru, Hyderabad, and Pune leading.
New Delhi will substantially reduce tariffs on industrial and agricultural goods while continuing to protect sensitive sectors. Tariffs on some agricultural products that are not traditionally considered sensitive will be brought down to zero, while in the case of relatively sensitive items, duties will be reduced in a graded manner and quotas will be imposed.
'Given that the population is almost evenly split, the Indian economy cannot grow without women participating in the workforce.' 'While women's participation has increased, it is still well below 40 per cent,' says Kartik Narayan, CEO of the professional networking and jobs platform, Apna.
'In the long run, India's strong growth story and reforms to make assets globally attractive will determine the rupee's resilience.'
'Mobius made EMs investable and India his most enduring belief.'
'For those in for the long haul, this is a God-given opportunity.' 'Your market is falling despite strong fundamentals, and such a clear roadmap has been announced.'
