L&T's wings clipped by geopolitical tensions, recovery likely in H2 of FY27

New Delhi, May 6 -- Industry bellwether Larsen & Toubro (L&T) didn't go unscathed from geopolitical tensions despite strong order inflows and a robust backlog. The management estimates the company los... Read More

April manufacturing PMI: is the uptick temporary?

New Delhi, May 4 -- Business momentum in India's manufacturing sector has marginally bounced back amid soaring crude oil prices and supply chain disruptions. The seasonally adjusted HSBC India Manufac... Read More

Embassy Office's FY27 growth targets look doable unless GCC demand falters

New Delhi, April 29 -- Embassy Office Parks Reit met its FY26 leasing guidance of 6.4 million square feet (msf), aided by organic expansions and acquisitions. Healthy leasing momentum across Bengaluru... Read More

Can UltraTech's capacity muscle, cost leash help overlook inflation concerns?

New Delhi, April 28 -- Industry bellwether UltraTech Cement Ltd isn't losing sleep over current input cost inflation pressures. It is confident that headwinds from increased cost of imported coal, pet... Read More

Infosys and peers disappoint. Is FY27 IT revenue revival hope a pie-in-the-sky?

New Delhi, April 24 -- After HCL Technologies, Infosys also let down the Street with weaker-than-anticipated FY27 revenue growth guidance, reinforcing concerns about a slowing IT cycle. The stock fel... Read More

As Tech Mahindra chases margin and revenue milestones, cost-cutting alone may not suffice

New Delhi, April 23 -- Tech Mahindra Ltd embarked on a turnaround journey two years ago under the leadership of CEO Mohit Joshi, who was appointed in 2023. Cut to FY27 and it is gearing up to meet a c... Read More

A rush of price hikes at companies as margins take priority over volumes

New Delhi, April 21 -- Companies are resorting to staggered price hikes to combat rising input cost inflation and protect margins. The impact of these increases is likely to reflect in June quarter (Q... Read More

Wipro's massive buyback fails to mask challenges caused by persistent growth problem

New Delhi, April 17 -- Wipro's March quarter (Q4) performance was weighed down by macro uncertainties and client-specific execution delays. Sequential constant currency (CC) revenue grew 0.2% - at the... Read More

Sub-par monsoon rainfall, dearer crude oil: Is benign inflation a thing of the past?

New Delhi, April 15 -- As investors gauge the full impact of the West Asia war on crude oil-led inflation, another problem seems to be emerging. The India Meteorological Department and private forecas... Read More

Realty firms have cushions amid this economic shock. Can those salvage stocks?

New Delhi, April 13 -- A bunch of listed realty developers announced March quarter (Q4FY26) operational updates last week. The highlight: record FY26 pre-sales or bookings. Godrej Properties' pre-sal... Read More

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