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Paint companies' old playbook faces a new challenge amid crude shock

New Delhi, March 16 -- As if rising competitive intensity and muted demand were not challenging enough, the Indian paint industry now faces another headwind: cost inflation. The sector relies heavily... Read More


Ambuja's shift from volume chase to value accretion may take time to pay off

New Delhi, March 12 -- Ambuja Cements, which has been on a mergers and acquisitions spree, appears to be taking a leaf out of rival Shree Cement's playbook. Analysts who recently visited the company'... Read More


Input cost shock may puncture tyre sector margins

New Delhi, March 11 -- Indian tyre companies are staring at a potential dual cost pinch scenario that can dent their growth prospects. The cost of natural rubber has been rising over the last two mont... Read More


Chemicals sector loses steam; wait for a turnaround gets longer

New Delhi, March 6 -- The Indian chemicals sector has had a rough FY26. Weak demand in an oversupplied market has played spoilsport for a large part of the year. The ongoing tensions in the Middle Eas... Read More


Godrej Properties: Market-share push hinges on geographic diversification

New Delhi, March 4 -- Godrej Properties Ltd is widening its geographic footprint, deepening its presence across micro-markets in a bid to reduce concentration risk and sustain growth. On Wednesday, t... Read More


Oil shock looms: Middle East tensions put Indian markets on edge

New Delhi, March 2 -- Even before the Street could fully digest artificial intelligence (AI)-led turmoil, equity investors are staring at a fresh overhang: escalating tensions in the Middle East follo... Read More


Cement prices are up marginally, but worries on crude-linked input costs emerge

New Delhi, March 2 -- Cement companies typically focus on pushing volumes in the seasonally strong March quarter (Q4) to meet year-end sales targets. Amid healthy demand, the sector saw marginal price... Read More


Grade-A office spaces in a sweet spot, but risks loom

New Delhi, Feb. 26 -- Grade-A office spaces are seeing faster absorption buoyed by favourable demand-supply dynamics, thus pushing vacancies lower. All-India (aggregate of top-seven cities) vacancy le... Read More


Battered pipe makers eye Q4 revival as PVC prices rebound

New Delhi, Feb. 25 -- The tide seems to be turning in favour of listed plastic pipes makers after a rough first nine months of FY26. Prices of raw material polyvinyl chloride (PVC) were volatile globa... Read More


After Q3 positives, Street's lofty earnings growth forecasts face reality checks

New Delhi, Feb. 23 -- India Inc.'s December quarter (Q3FY26) earnings surprised positively on some counts. For instance, on an aggregate basis, the Nifty 500 index companies delivered strong double-di... Read More