Business news
121 stories · latest 05 Oct 2026
The openings tracked demand in the books: Orient Cables' Rs 552 crore issue was subscribed 97.25 times and German Green Steel's Rs 304 crore issue 30.5 times, while Runwal's Rs 500 crore fresh issue drew 2.65 times and…
Indian IT exporters long staffed US client sites with visa holders from India. Replacing them with local hires raises on-site wage costs, which presses on operating margins unless more work moves offshore or is…
The advice describes a trade-off that runs through listed sectors. A weaker rupee raises the rupee value of dollar revenue at IT services and pharma exporters, and raises the landed cost of crude for refiners, airlines…
HDFC Bank is the largest weight in the Nifty 50 and Nifty Bank, so its numbers set the tone for the banking earnings season. Deposits growing faster than loans matters for a lender that has spent the period since its…
No extra barrels are scheduled for November, and the report notes most members already pump below their targets because the conflict that began on February 28 has effectively closed the Strait of Hormuz. For India…
For India the link is indirect: a smaller European harvest tightens world cereal and sugar supply at a time when the FAO food index is already at its highest since 2022 and India's own monsoon ended about 13% below…
The channel is interest cost. With low leverage, most rated borrowers lose little coverage even in the 50 bp case, so the direct effect on corporate credit quality is small. Crisil singles out commercial real estate as…
Draft filings are the supply side of the IPO market six to twelve months out. The fee pool falls to listed investment banks and brokers that run these books, and to registrars. Renewable power and real estate account…
Wages are the largest cost line for Indian IT services companies, and hiring is an early reading of the demand they see. A 4% fall in IT services postings alongside 20% growth in AI/ML roles and 4% growth at global…
If approved, the contract would be one of the largest single orders for an Indian shipyard and would add to Mazagon Dock's order book over many years, with work passed down to private-sector suppliers of hull sections…
The original notices were larger than the companies' own net worth, so the contingent liability hung over the listed casino and gaming operator Delta Corp and over unlisted platforms that had planned to raise capital…
Retail fuel prices have been held, so the oil shock is reaching companies through what they buy rather than at the pump. Plastics processors, packaging makers and consumer goods companies that use polypropylene and…
Large-cap banks, financial services firms and other index heavyweights have the highest foreign ownership and are the most exposed to this kind of selling; brokers and exchanges see it in traded volumes. Mutual funds…
The finance angle is the direction of work rather than a disclosed figure: no contract value was given. Captive centres run by overseas companies have been taking work that once went to Indian IT vendors; here a client…
These are world prices, so the exposure in India runs through imported inputs and export parity. Edible oil refiners and packaged-food makers buy palm and other vegetable oils largely from abroad, and biscuit, noodle…
India is not a G7 member and is not part of the release, so the link is through prices. Oil marketing companies carry the gap between crude costs and held retail prices, which the industry puts at about Rs 8-9 a litre…
Compressed biogas is made from crop residue, dung and food waste and is sold as a substitute for natural gas in vehicles and industry, so the announcement touches three groups of listed companies: Reliance itself…
The US is the largest export market for several listed Indian sectors: garments and home textiles, generic drugs, auto components, speciality chemicals, and gems and jewellery. For them the deal decides the tariff they…
India imports most of its crude, so the price sets the input bill for the state fuel retailers and the under-recoveries they carry on petrol, diesel and LPG. The detail that matters here is diesel: Indian refiners that…
US yields and Fed pricing feed into foreign portfolio flows, the rupee and Indian bond yields, which is where banks, NBFCs and insurers are exposed through treasury books and borrowing costs. The RBI's own rate panel…
The repo rate sets the base for lending and deposit pricing. A hike feeds into floating-rate home, auto and business loans, so banks and NBFCs face shifts in margins and loan demand, while real-estate developers and…
A listing would give Indian investors a large pure industrial-gases company alongside Linde India, and a public valuation for a business that sells oxygen, nitrogen, hydrogen and speciality gases to steel mills…
The rule covers commercial banks, small finance banks, payments banks and local area banks, so every listed bank is in scope as an investee. It matters most for mid-sized and smaller private banks and small finance…
Power and fuel, including petcoke, coal and diesel for freight, are among the largest cost items for listed cement makers. Their margins depend on whether price increases keep pace with those costs. September-quarter…
The data shows a split inside the sector. Passenger-vehicle makers posted growth in domestic sales. The tractor business, which depends on rural income, weakened in a deficient monsoon year. Two-wheeler domestic demand…
Higher risk-free returns in the US make emerging-market assets relatively less attractive and add pressure on foreign portfolio flows and the rupee. Banks and NBFCs are exposed through funding costs and bond…
Indian IT services firms earn most of their revenue from discretionary and transformation projects for US and European clients. When those budgets are held back and clients test AI tools that can automate parts of…
Accenture is the largest listed IT-services peer of Indian firms and serves many of the same US and European clients, so investors read its results as a signal of global outsourcing demand. TCS, Infosys, HCLTech and…
Jet fuel can make up as much as 40% of an airline's operating costs, according to the report, so listed carriers absorb a sharp, direct rise in their largest cost. Restaurants, hotels and caterers that use commercial…
The money reaches listed companies as orders: transmission lines, substations, transformers, cables and battery systems. New (greenfield) lines are to be awarded through tariff-based competitive bidding, which opens…
Imported crude oils are the main raw material for listed edible-oil refiners and packaged-food brands. A lower landed cost affects their input costs and the price at which they sell packaged cooking oil. For…
Farm incomes drive rural spending, the main demand channel for FMCG makers, two-wheeler and tractor manufacturers, and agrochemical and fertiliser companies. Kharif acreage held up close to last year, which cushions…
The order changes terminology, not trade rules. It contains no provisions on tariffs, visas, outsourcing or export controls, which are the channels through which US policy reaches Indian IT services companies, so its…
The US is the largest single export market for Indian drugmakers. Most of what they ship there is generics, and the Commerce Department said generics and their ingredients fall outside the Section 232 tariff. That…
Since no headline rate changes are planned, the direct effect on consumer prices and on FMCG or auto demand looks small. The parts that matter are compliance and working capital: changes to input tax credit and…
The listing gives investors a direct way to own India's dominant exchange and creates a valuation benchmark for listed market-infrastructure companies such as BSE, CDSL and MCX. Because the issue was an offer for sale…
Indian refiners have relied on discounted Russian barrels to support refining margins. If tariff pressure pushes them toward Middle Eastern, US or Latin American grades, crude costs and the margin cushion change for…
These are rule changes for capital-market intermediaries, not one-off events. Portfolio managers, wealth platforms and AMCs get a wider product set. Commodity exchanges get a potentially larger pool of participants now…
Indian IT services companies have historically used H-1B visas to staff US client sites. The fee raises the cost of sending new staff onshore, which pressures margins on onsite-heavy contracts and pushes delivery…
A narrower gap between US and Indian interest rates reduces the appeal of Indian bonds and equities for foreign investors and adds pressure on the rupee, raising imported inflation. With retail inflation above the…
The deal puts an outside price on India's largest private airport operator and funds its expansion with new equity rather than more debt, easing capital demands on Adani Enterprises. The roughly $18-billion valuation…
Such approvals are the first stage of procurement, so contracts and revenue follow over several years rather than immediately, but a 98% domestic share channels most of the value to Indian suppliers. HAL builds the ALH…
HDFC Bank is India's largest private lender and one of the heaviest index weights, so a leadership change during a period of slow growth and a roughly 26% share-price fall this year matters for benchmark indices…
Growth above forecasts despite the oil shock supports loan demand for banks and order flows for capital goods and construction companies tied to investment, which grew nearly 12%. Slower private consumption and weak…
Advertising is the main revenue line for listed Indian broadcasters, publishers and internet platforms, and for the agencies that place campaigns. A new ad seller with a user base in the hundreds of millions competes…
Promoter-group sales add free float and near-term supply in UltraTech shares, but heavy mutual fund buying shows domestic institutions absorbing it, and the stake sold is a small part of the promoter group's holding…
Versus June, the RBI lifted its growth forecast from 6.6% and trimmed inflation from 5.1%, but a projected 5.9% peak in October-December leaves the MPC little room to ease, so the policy rate that anchors bank lending…
The levy takes a larger cut of what refiners earn on diesel and jet-fuel exports, nudging more product into the domestic market where pump prices are controlled. Refiners that ship a large share of output abroad take…
The rate keeps India's tariff at roughly the 10% it paid under the temporary levy and below the 12.5% charged to 43 other economies, so the immediate cost change for exporters is limited. Labour-intensive exporters to…
An 8.2% AI share of $5,082 million implies a little over $400 million of AI revenue in the quarter for India's second-largest IT exporter, which gives investors a figure to set beside TCS's $2.6 billion annualised…