Two-wheeler (2W) major Bajaj Auto on Friday posted its highest ever quarterly revenue and profit during the third quarter of 2025-26 (Q3FY26). Bajaj Auto's consolidated net profit for the quarter grew by 25 per cent year-on-year (Y-o-Y) to Rs 2,749 crore, with the revenue also growing 23 per cent to Rs 16,204 crore.
The loss of input tax credit (ITC) following the rationalisation of the goods and services tax (GST) on individual life and health insurance from 18 per cent to nil is may weigh on the profits of life insurers in the third quarter (Q3) of 2025-26 (FY26).
The exchange rate of the rupee against the dollar may delay the economy's rise to become the fourth-largest.
The FM proposed a rule-based automated process for small taxpayers in FY27 Budget.
The RBI will now charge banks different deposit insurance fees based on how risky they are, allowing safer banks to pay less premium.
A pickup in freight rates, rising fleet utilisation and a long-awaited replacement cycle are breathing fresh life into India's commercial vehicle (CV) market, strengthening the investment case for Tata Motors' CV arm (TMCV). Despite a broadly steady December quarter (Q3) performance, brokerages remain divided on whether the upswing is strong enough to offset margin pressures.
The forthcoming Budget could think of maintaining public capital expenditure at 3 per cent so that domestic resources are available for private investments, points out N R Bhanumurthy.
Pharma major Dr Reddy's Laboratories (DRL) reported a 14 per cent year-on-year (Y-o-Y) drop in consolidated net profit to Rs 1,210 crore in the December quarter of FY 2025-26 (Q3FY26) on low sales of cancer drug Lenalidomide in the North American market. The firm's revenue from operations grew to Rs 8,727 crore in Q3FY26, a 4.4 per cent Y-o-Y increase from Rs 8,357 crore recorded for the same quarter last year.
The government has proposed to lower debt-to-GDP ratio to 55.6 per cent in FY27, from 56.1 per cent in the current fiscal year, Finance Minister Nirmala Sitharaman said on Sunday.
The government has proposed to lower debt-to-GDP ratio to 55.6 per cent in FY27, from 56.1 per cent in the current fiscal year, Finance Minister Nirmala Sitharaman said on Sunday.
The new labour Codes, notified by the central government in November 2025, have pushed up employee costs for private-sector banks and insurance companies, with these firms reporting higher operating expenses in the October-December quarter (Q3FY26) due to the statutory impact of the new labour Codes.
The Securities and Exchange Board of India (Sebi) has granted a no-objection certificate (NOC) to the National Stock Exchange of India (NSE), paving the way for the country's biggest exchange - currently valued at 5 trillion in the unlisted market - to file draft documents for its long-awaited initial public offering (IPO).
FMCG major Hindustan Unilever Ltd (HUL) on Thursday reported a two-fold jump in consolidated net profit to Rs 6,603 crore in the December quarter of FY'26, on a year-on-year basis, driven by a one-off positive impact from the demerger of its ice cream business.
India's high cost of capital due to relatively shallow corporate bond markets, limited institutional investor depth, sovereign risk premia, and regulatory restrictions on capital flows, is a constraint on private investment and long-run growth, the Economic Survey, authored by Chief Economic Advisor (CEA) V Anantha Nageswaran, said.
Shares of apparel retail major Trent fell over 8.6 per cent to ~4,048 apiece at the close of trade on Tuesday. Trading near its 52-week low, the stock has shed about 43 per cent over the past year. Sentiment around the Tata group company weakened after it reported lower than expected revenue for the third quarter (October-December/Q3) of 2025-26 (FY26). Brokerages expect the stock to remain under pressure in the near term.
Net foreign direct investment (FDI) remained negative in November 2025 for the third consecutive month, mainly due to high repatriation, the Reserve Bank of India (RBI) said in its January bulletin.
As the Trump administration pushes denaturalisation targets, US citizenship trends show a decline in Indian naturalisations and longer scrutiny of immigrants.
Finance Minister Nirmala Sitharaman launched a strong attack on Rahul Gandhi and the Congress party, accusing them of compromising India's interests on the world stage and selling out farmers and the poor during their time in power.
Shares of information technology (IT) companies were in demand on Friday, with the National Stock Exchange's (NSE's) Nifty IT index rallying 3.3 per cent on . This came after Infosys reported steady sequential growth, driven by health care boost and large deal rampup in a seasonally weak quarter (Q3FY26).
Weakness in the information technology (IT) sector hiring has weighed on Info Edge (India) over the past year, leading to a 13 per cent correction in the stock during this period. While the company's 2025-26 (FY26) third-quarter (October-December/Q3) performance showed a marginal improvement, brokerages believe the IT hiring outlook remains weak due to macroeconomic uncertainty in the US.
'Given that India underperformed emerging markets by 28 per cent in 2025, the worst performance in over 30 years, the timing of the sharp STT hike could have been better.'
Supported by strong buoyancy in public sector capital expenditure (capex), growth in infrastructure investment is expected to accelerate in 2025-26 (FY26) compared to 2024-25 (FY25), according to the First Advance Estimates of gross domestic product (GDP) for FY26 released by the National Statistics Office (NSO) on Wednesday.
State Bank of India on Saturday reported an all-time high profit of Rs 21,028 crore in December quarter FY26 on a standalone basis.
India is growing fast, but to keep growing strong, the government must make more things at home, create jobs, and spend money wisely, suggests Rajiv Memani, regional managing partner, Africa-India Region, EY.
The proposed trade deal with the 27-nation European Union (EU) is expected to provide zero-duty access to the $95 billion European market for Indian textile and apparel manufacturers. Currently, India's share of the European market is just 6 per cent, or $5.5 billion.
The Budget allocation includes the construction of new lines and the purchase of locomotives, wagons, and coaches, among other works.
Speculation about rising competition from global majors has led to shares of major Indian automobile manufacturers such as Mahindra & Mahindra (M&M), Maruti Suzuki India, and Tata Motors taking a hit on the BSE.
Bharat Electronics, Power Grid, NTPC and HDFC Bank were among the other major gainers. However, Infosys, Tata Steel, Eternal and Tech Mahindra were among the laggards.
Trade deals ease risks for Indian equities, but weak demand and stretched valuations raise questions over whether optimism -- especially in smallcaps -- can turn into a sustained bull run, points out Debashis Basu.
After three consecutive months of heavy selling, foreign portfolio investors (FPIs) turned net buyers in the first week of February, infusing more than Rs 8,100 crore in Indian equities, aided by improving risk sentiment, along with a trade deal with the US.
'We currently have new proposals worth Rs 1.48 trillion in the pipeline.'
The turning point came with the appointment of Sergio Gor as the US ambassador to India.
Tata Motors Passenger Vehicles (TMPV) on Friday reported a 13 per cent year-on-year (Y-o-Y) decline in consolidated revenue from operations for the second quarter of 2025-26 (Q2FY26), largely due to the cyberattack on its subsidiary Jaguar Land Rover (JLR) in late August that forced a shutdown of its manufacturing operations for over five weeks.
Bajaj Finance's shares fell more than 7 per cent on Tuesday after it trimmed growth guidance for FY26, from 24-25 per cent projected earlier to 22-23 per cent.
Benchmark stock indices Sensex and Nifty closed higher on Thursday, helped by a rally in blue-chip Larsen & Toubro and the Economic Survey projecting the GDP growth of 6.8-7.2 per cent for the next fiscal.
Fitch Ratings on Thursday raised India's GDP growth forecast for the current fiscal to 7.4 per cent, from 6.9 per cent, on increased consumer spending and improved sentiment boosted by GST reforms.
India has completely protected the interests of its agriculture and dairy sector in the India-US trade agreement.
India is on track to exceed the $4 trillion milestone in 2025-26 (FY26), surpassing the $3.9 trillion gross domestic product (GDP) mark recorded at the end of March 2025, Chief Economic Adviser (CEA) V Anantha Nageswaran said on Tuesday.
The quarterly manufacturing index by the industry body Federation of Indian Chambers of Commerce & Industry (Ficci) rose to an all-time high in the third quarter of financial year 2025-26 (Q3FY26), with 91 per cent of respondents reporting either higher or same production levels, against 87 per cent in the previous quarter.
IT services major Infosys on Wednesday reported a 2.2 per cent decline in consolidated net profit to Rs 6,654 crore in the October-December quarter of FY26. The Bengaluru-headquartered firm had registered a net profit (attributable to owners of the company) of Rs 6,806 crore in the year-ago period.
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