Page 32 - BS Premium

India's telecom exports to gain competitive advantage from US trade deal

Reciprocal tariffs cut to 18% under the India-US trade deal are expected to improve margins and competitiveness for Indian telecom equipment and optic fibre makers

Tariff reset lifts India's medical device pulse amid China+1 shift

For Indian medical device exporters, the tariff reset addresses a long-standing vulnerability: wafer-thin margins

FTP Para 4.14 vs Para 2 of 22/2023-Customs, mismatch trips importer

Customs notifications override FTP provisions on duty exemptions, while advance authorisation imports can bypass MIP for deemed exports if inputs aren't sold in the DTA

US-India tariff reset lifts engineering exports; auto components lead gains

India's engineering exports to the US are set to regain momentum after reciprocal tariffs were cut to 18%, with auto component makers expected to benefit the most

Nestle's mid-teen profit growth depends on stable demand, lower costs

Domestic volumes surged and exports grew sharply in Q3FY26, aided by GST reforms, though higher raw material costs weighed on margins, with management prioritising growth over profitability

Designed to Win: How Tata Elxsi found its niche in India's IT landscape

How the Tata company went from being a loss-making firm to becoming a front-runner in design and technology in India and globally

State power discom profits hide a deeper and unresolved fiscal problem

After a decade of losses, the state discoms reported profits of about ₹2,700 crore in 2024-25, a turnaround from the losses of over ₹25,000 crore the previous year

Lower US tariffs help India, but diversification remains essential

US tariff relief lifts markets and sentiment, but India must use the trade deal to deepen reforms, attract capital flows and diversify exports

Patience over retaliation: India's long game with Trump has paid off

India and the US have entered a new phase in their relationship, marked by greater parity

India's trade breakthroughs must shift focus now to execution and reform

The 'mother of all trade deals', the Indo-US thaw, and a sensible Budget signal the beginning of the implementation phase

Can India learn a thing or two from the PLA's modular land force?

The armed forces would do well to review structural deficiencies for its western and northern borders

New product launches to keep growth momentum healthy for Sun Pharma

Strong Q3 performance and a steady pipeline of new launches are expected to support Sun Pharma's growth outlook, with brokerages upgrading the stock

Myanmar's fractured reality

From colonial borders to civil war, Myanmar's military-run elections reveal a fragmented state whose instability is reshaping India's northeast and the regional balance of power

MSDE may launch new entrepreneurship scheme for students: Budget documents

Budget documents say the Ministry of Skill Development and Entrepreneurship is developing a national entrepreneurship scheme for students across schools and colleges

Indian agrochemical companies scale up via product deals with MNCs

As multinational companies grapple with regulatory uncertainty in India, domestic agrochemical firms are acquiring products and technologies, reshaping the crop protection landscape

A missile to deter enemy air defences

Pralay, a surface-to-surface quasi-ballistic missile with a range of 150 to 500 km

Would like defence spending at 2.5% of GDP in 5 years: Rajesh Kumar Singh

The share of domestic firms in the value of capital procurement was 87% in FY25. This level will never fall below 75%

Centre can pursue $3.8 bn arbitral award against Reliance Industries

Delhi HC allows govt to file appeal against single-judge Bench order

Budget 2026: Coal freight, AC 3-tier may throw Rlys' FY26 revenue off track

The budget numbers released on Sunday peg the railways earning at Rs 2.78 trillion in the current financial year, according to the revised estimates (RE), against a BE target of Rs 3.01 trillion

Budget 2026: Govt should have a clear road map for disinvestment target

Even for 2025-26, miscellaneous capital receipts were budgeted at ₹47,000 crore, but were later revised down