Devangshu Datta

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

Academia has seen countless instances of researchers hurling accusations of intellectual theft. But this is a new plot twist

OMCs are likely to report sequential improvement in Q2FY27 on stronger refining margins and lower LPG under-recoveries, but H2FY27 faces significant downside risks

Rising defence orders and policy support point to strong growth for domestic manufacturers, but supply-chain gaps, lumpy spending and execution remain key risks.

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

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

UltraTech's Ultravolt enters a growing wires and cables market with significant capacity, as investors track demand, pricing, margins and competitive intensity

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

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

Strong power demand, higher e-auction premiums and the proposed Mahanadi Coalfields IPO offer earnings and value-unlocking triggers despite modest Q1 results

Utilities are expanding renewable, hydro and storage capacity as power demand rises, but project execution, regulatory uncertainty and valuations remain key

Strong private capex and government spending support the outlook, while commodity costs, West Asia disruptions and stretched valuations remain key monitorables

Strong AUM growth and steady credit demand support the outlook, though higher borrowing costs, competitive intensity and potential rate increases could weigh on margins

Steelmakers expect strong domestic demand and volume recovery to support growth, while softer input costs and downstream investments could aid margins in H2FY27

Better asset quality and lower delinquencies are expected to support earnings, though slowing card spending, higher funding costs and limited margin expansion remain risks

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

The new mobile manufacturing scheme rewards incremental sales, localisation and domestic R&D, potentially supporting Dixon's exports and smartphone volumes

From cartoons and songs to viral memes, ridicule can become a potent political weapon, damaging reputations in ways that carefully crafted campaigns often cannot

Strong order pipelines and comfortable balance sheets offer support, but project delays, commodity inflation and higher input costs continue to weigh on execution and margins

New policy offers additional low-cost APM gas for incremental billed domestic PNG connections, potentially cutting the payback period on PNG-related capex from 10 years to three