Krishna Kant

India Inc's big foreign acquisitions yield no more than tepid returns

In eight of 10 occasions, the share prices of firms that spent billions buying marquee assets have underperformed the broader market after acquisition

Angel One to Triveni Turbine: Smallcap index pulls ahead of Nifty 50

Small caps outperform the Nifty 50 amid a risk-on rally, but rising valuations and macro risks raise concerns over sustainability

Early birds clocked double-digit profit growth in Q4, best in 10 quarters

Early Q4FY26 results show strong earnings growth led by BFSI and metals, even as oil refiners lag and global tensions fuel input cost pressures

Energy woes hit RIL's Q4 net; 1st Indian firm to post ₹10 trn annual sales

The Mukesh Ambani-led company's consolidated net profit attributable to owners of the company fell 12.6 per cent year-on-year (Y-o-Y) to ₹16,971 crore in Q4FY26, from ₹19,407 crore a year earlier

Investors slow to lap up FMCG majors' stocks; valuations hit six-year low

FMCG stocks lag market recovery as valuations hit six-year lows amid weak demand, rising competition and shifting investor focus to high-growth sectors

TCS slows dividend tap to fund AI push, cuts payouts for second year

The company cut dividend payout and increases retained earnings as it seeks to make new investments in AI space and data centres

From flexicap to smallcap: Tracking the funds that held their ground

In a market defined by swings, Abhishek Kumar and Krishna Kant track equity funds that balanced downside protection, upside capture, and consistency across a five-year phase

West Asia conflict likely to weigh on India Inc's Q4 FY26 results

The combined net profit of Nifty 50 companies likely to grow by 4.2 per cent Y-o-Y in Q4FY26, lowest in the last seven quarters

West Asia crisis: Brent above $100 could slice corporate margins by half

BS 1000 companies brace for potential earnings collapse if crude keeps climbing

Some stocks likely to buck the trend and shine despite West Asia war

The optimism expressed by brokerages could turn out to be true if West Asia war ends quickly, or if countries find a way to easily move cargo ships and oil tankers through Strait of Hormuz once again

India's best unlisted companies: MNC subsidiaries among best-managed firms

MNC-backed firms dominate India's top unlisted companies, combining strong growth and financial discipline, though domestic players are gaining ground

In pursuit of profit, India Inc slows R&D as innovation takes back seat

Companies' R&D spending hit a decadal low in FY25 as most of them prioritised record shareholder payouts over critical technological innovation

Diversify and grow: Indian businesses expand beyond home turf, face risks

While horizontal expansion fuels growth and domestic dominance, these capital-intensive ventures often lack immediate returns, risking resource dilution and a loss of global strategic focus

West Asia war: Sensex P/E valuations lowest since May '20 amid FPI selloff

This is the lowest trailing P/E for the benchmark index since May 2020, when the multiple had dropped to 19.56x

Tata Sons in profit over 10 years, even as unlisted companies in red

Tata Sons' cumulative net profit at ₹1.97 trn over the decade, unlisted firms' combined loss at ₹1.75 trn

West Asia conflict impact: A peek into the biggest losers on bourses

West Asia conflict triggers sharp sell-off in Indian markets, with realty, banking and auto stocks leading losses amid energy shock fears

If war ends soon, most emerging mkts in APAC can absorb blow: Louis Kuijs

Rising oil prices from the US-Israel-Iran conflict threaten Asia's growth, widening deficits, fuelling inflation, and testing energy security across major economies

Sentiment shift: Earnings upgrade to downgrade ratio improved after Q3

There are hopes of a turnaround in overall corporate earnings after six quarters of single digit growth

New labour codes raise Nifty 100 firms' wage bills by ₹17.6K crore

IT, banking, aviation take biggest hit in Q3; 73 of 96 firms already counting the cost

Q3 scorecard: OMCs, banks drove India Inc's steepest profit rise in 8 qtrs

The combined net profits of the listed companies excluding these cyclical sectors were up just 7.5 per cent Y-o-Y, decelerating from 17.2 per cent in Q3FY25 and 10.9 per cent in Q2FY26