Industry Report

Faster rise in US Treasury yields is narrowing the gap, potentially deterring foreign investors and keeping the rupee under pressure

Commerce Minister Piyush Goyal says India's export target is achievable despite subdued global trade growth, citing strong domestic businesses, MSMEs and new FTAs

Nifty 50 earnings seen rising 24.7% in Q2, best growth in 12 quarters

Jane Street seeks order logs and counterparty details to defend itself in the market manipulation case, while Sebi argues that it has disclosed all material relied upon so far

The proposed 750 MW integrated green data centre park will be developed across locations in the Mumbai Metropolitan Region, with operations expected to begin in 2028

The latest ASI shows manufacturing employment crossing 21 million, with stronger investment, higher wages and continued growth in output and value addition

Deposit rates may rise with a lag, credit demand seen holding up

The 10.5 million sq ft portfolio marks Brookfield's entry into industrial and logistics real estate in India, with ESR continuing to manage the assets in the near term

NBFC retail credit grew 22 per cent year-on-year to ₹26.48 trillion in August, led by a 69.1 per cent surge in gold loans, while overall credit growth lagged banks

Quick commerce recorded the fastest festive hiring growth at 18 per cent, while Tier-III and emerging cities led geographic growth with a 15 per cent rise

India's manufacturing sentiment improved in the July-September quarter as factories reported higher capacity utilisation and higher or same levels of production as compared to the previous quarter, according to the latest edition of the FICCI Manufacturing Survey released on Tuesday. The survey, which covered around 225 firms, assessed the performance and sentiment of manufacturers for nine major sectors -- namely automotive & auto components, capital goods, chemicals and allied products, electronics & electricals, glass, machine tools, metal & metal products, textiles, apparels & technical textiles and miscellaneous. The survey covered respondents from manufacturing units from both large and SME segments with a combined annual turnover of over Rs 2 lakh crore. According to FICCI, the findings reflect a rebound in the sentiment for production in Q2 2026-27 compared to the previous quarter, indicating signs of recovery from the West Asia crisis. In comparison to Q1 FY .

GEC-III strengthens the visibility of India's long-duration transmission and storage investment cycle, Motilal Oswal Wealth noted.

Final CAFE-3 rules drop the special 909-kg concession but soften targets for lighter cars through a revised formula, while tightening norms for heavier vehicles

IT services firms are targeting GCCs for scale, steady revenue and domain expertise as weak organic growth and AI put pressure on traditional contracts

Divi's Laboratories remains the top pick for most brokerages in this segment, even as valuations turn rich after the sharp rally

The benchmark 10-year government bond yield hardened by 42 basis points during the quarter, while the five-year bond yield rose by 43 basis points to 6.85 per cent

Flipkart attributed the growth in sellers to its zero-commission model, simplified onboarding and AI-led tools aimed at improving selection, pricing and catalogues

Average 5-year performance hardly above fixed income returns

Brokers say lower payouts may not necessarily translate into cheaper premiums and could instead squeeze servicing economics, trigger consolidation, and weaken insurance distribution

Digital NBFCs sanctioned 3.4 crore loans worth Rs 64,656 crore during April-June 2026, with small-value borrowing keeping the average ticket size at around Rs 19,000