 "Devangshu Datta")
Devangshu Datta
Devangshu Datta
Devangshu Datta, an internationally rated chess and bridge player, is a seasoned writer and columnist with extensive experience covering diverse topics such as finance, technology, science, and sports. Known for his analytical approach and clear writing style, Datta has contributed to several leading publications, including Business Standard, The Economic Times, The Telegraph, and Outlook. He also serves on the editorial board of Business Standard.
Devangshu Datta, an internationally rated chess and bridge player, is a seasoned writer and columnist with extensive experience covering diverse topics such as finance, technology, science, and sports. Known for his analytical approach and clear writing style, Datta has contributed to several leading publications, including Business Standard, The Economic Times, The Telegraph, and Outlook. He also serves on the editorial board of Business Standard.
Devangshu Datta
Domestic demand for non-ferrous metals set to rise 8-9% in FY27
Global supply disruptions and low inventories have triggered a rise in prices by 30-40 per cent across April-Aug 26
 "Domestic demand for non-ferrous metals set to rise 8-9% in FY27")
Higher-than-expected 40 bps UPI fee set to boost fintech earnings
The framework excludes UPI-linked CC payments, and is expected to affect only 4 per cent of merchant transaction volume.
 "Higher-than-expected 40 bps UPI fee set to boost fintech earnings")
Omnia buy adds to Solar Inds' explosive growth, but valuations high
The $1.35 billion all-cash acquisition will expand Solar Industries' global explosives footprint, strengthen supply chains and add exposure to new international markets
 "Omnia buy adds to Solar Inds' explosive growth, but valuations high")
Ather Energy on a long growth road, but hurdles remain along the way
Rising electric two-wheeler adoption, capacity expansion and a mass-market platform could drive Ather's growth, but competition and supply risks remain
 "Ather Energy on a long growth road, but hurdles remain along the way")
Distribution expansion, new products to drive HDFC AMC's growth
HDFC AMC is betting on wider distribution, new products and alternative investments to drive AUM growth, even as higher costs and margin pressure weigh on performance
 "Distribution expansion, new products to drive HDFC AMC's growth")
New thief on the block
Academia has seen countless instances of researchers hurling accusations of intellectual theft. But this is a new plot twist
 "New thief on the block")
Elevated oil prices to weigh on OMCs after sequential gains in Q2
OMCs are likely to report sequential improvement in Q2FY27 on stronger refining margins and lower LPG under-recoveries, but H2FY27 faces significant downside risks
 "Elevated oil prices to weigh on OMCs after sequential gains in Q2")
Defence growth trajectory remains elevated, but execution holds the key
Rising defence orders and policy support point to strong growth for domestic manufacturers, but supply-chain gaps, lumpy spending and execution remain key risks.
 "Defence growth trajectory remains elevated, but execution holds the key")
Order inflow boost, revenue visibility for GE Vernova T&D India
L-1 status for the Barmer II-South Kalamb HVDC order could lift the company's order inflow to around Rs 23,100 crore, nearly four times its FY26 revenue
 "Order inflow boost, revenue visibility for GE Vernova T&D India")
Volume gains, diversification into coal and minerals to drive NMDC growth
NMDC targets 60 MT of iron ore production in FY27 and plans to start commercial thermal coal output as it diversifies into coal, critical minerals and rare earth elements
 "Volume gains, diversification into coal and minerals to drive NMDC growth")
Ultravolt enters crowded field but demand likely to hold the wires
UltraTech's Ultravolt enters a growing wires and cables market with significant capacity, as investors track demand, pricing, margins and competitive intensity
 "Ultravolt enters crowded field but demand likely to hold the wires")
The GDP number puzzle
It may take a while to develop a gut feel for the methodology, but looking beyond GDP to the Li Keqiang approach may offer some answers
 "The GDP number puzzle")
Cost pressures likely to impact near-term margins of cement companies
Higher fuel, freight and packaging costs could keep profitability under pressure, while cement demand is expected to regain momentum in the second half of FY27
 "Cost pressures likely to impact near-term margins of cement companies")
Higher demand, e-auction premiums improve outlook for Coal India
Strong power demand, higher e-auction premiums and the proposed Mahanadi Coalfields IPO offer earnings and value-unlocking triggers despite modest Q1 results
 "Higher demand, e-auction premiums improve outlook for Coal India")
Gains for power stocks hinge on project execution, valuations and demand
Utilities are expanding renewable, hydro and storage capacity as power demand rises, but project execution, regulatory uncertainty and valuations remain key
 "Gains for power stocks hinge on project execution, valuations and demand")
Power, defence and data centres to drive capital goods order inflow
Strong private capex and government spending support the outlook, while commodity costs, West Asia disruptions and stretched valuations remain key monitorables
 "Power, defence and data centres to drive capital goods order inflow")
After strong Q1, NBFC outlook for FY27 robust despite margin pressure
Strong AUM growth and steady credit demand support the outlook, though higher borrowing costs, competitive intensity and potential rate increases could weigh on margins
 "After strong Q1, NBFC outlook for FY27 robust despite margin pressure")
Steel sector outlook strengthens as demand holds firm, input costs ease
Steelmakers expect strong domestic demand and volume recovery to support growth, while softer input costs and downstream investments could aid margins in H2FY27
 "Steel sector outlook strengthens as demand holds firm, input costs ease")
Improving credit costs may drive stronger earnings growth for SBI Card
Better asset quality and lower delinquencies are expected to support earnings, though slowing card spending, higher funding costs and limited margin expansion remain risks
 "Improving credit costs may drive stronger earnings growth for SBI Card")
TCS eyes cross-selling, expansion to offset margin hit from MHP buy
The €320 million acquisition could pressure near-term margins due to MHP's onsite-heavy model, but offers TCS cross-selling opportunities and a stronger European presence
 "TCS eyes cross-selling, expansion to offset margin hit from MHP buy")