2025-08-08
Niranjan Ghatule
Tata Motors Q1 FY26 results show a 2.5% drop in revenue to ₹104,400 crore, with JLR profits hit by US tariffs. CV margins improve despite lower volumes, PV sales face demand softness, and the company announces a €3.8 billion Iveco acquisition ahead of its October demerger.
Info Edge (India) Limited posted steady Q1FY26 results with 11.2% growth in billings and 15.3% rise in revenue, driven by strong performance in non-recruitment businesses like 99acres, Jeevansathi, and Shiksha, even as recruitment growth moderated due to macro headwinds.
Explore the key Q1 FY25 earnings results of top Indian companies including JSW Energy, Maruti Suzuki, Coal India, Swiggy, TVS Motor, Vedanta, Dabur, and more. This detailed report highlights YoY changes in net profit, revenue, EBITDA, and margins, offering a complete snapshot of sector-wise financial performance for investors and market watchers.
2025-08-27
Niranjan Ghatule
Federal Reserve Chair Jerome Powell’s Jackson Hole speech on August 22, 2025, sparked claims of a “Powell epiphany,” with some media outlets suggesting he admitted Donald Trump was right about tariffs and inflation. A closer look, however, reveals a more cautious stance,
On August 27, 2025, U.S. Treasury Secretary Scott Bessent addressed trade tensions with India as fresh 50% tariffs took effect. He criticized India’s Russian oil imports, expressed frustration over stalled trade talks, highlighted U.S. leverage in the trade imbalance, and called for European support.
China’s state-run Global Times has criticized India’s foreign policy amid its tariff dispute with the US, advising New Delhi to adopt a more balanced approach. The article highlights India’s oil imports from Russia, strained US ties, Quad participation, and Beijing’s discomfort with India-US cooperation. This blog explores China’s hidden motives, America’s tariff pressure, and India’s multi-direct
2025-08-11
Niranjan Ghatule
Tata Motors Q1 FY25 PAT falls 30% YoY to ₹3,924 crore, hit by weak JLR demand, tariff uncertainty, and margin pressure. Brokerages give mixed ratings with targets ranging from ₹550 to ₹805, highlighting strong CV performance but challenges in PV and JLR segments.
SBI Research, in its August 1, 2025 report, has warned that the 25% U.S. tariffs on Indian goods could backfire on America. The report highlights a potential 2.4% inflation spike, a USD 2,400 annual cost increase for U.S. households, and a GDP drag of up to 50 basis points. It calls the tariffs a “bad business decision” with greater negative impact on the U.S. economy than on India.
U.S. President Donald Trump's 25% tariff on Indian goods and threats over India's ties with Russia and Iran have sparked global criticism. Canadian business leader Kir Lubimov slammed the move as a strategic blunder, warning that fighting with the world's fastest-growing major economy could hurt America's Indo-Pacific goals.
2025-08-28
Niranjan Ghatule
BSE to introduce pre-open trading in the F&O segment from December 8, 2025, to improve price discovery, reduce volatility, and align with SEBI reforms.
Shakti Pumps (India) Limited secured a Rs 268.88 crore order from Maharashtra under the PM KUSUM scheme after 10,000 solar pumps were selected by farmers within 1.5 hours. The milestone highlights the company’s leadership in solar pumping solutions, sustainability, and strong market trust, with shares trading at Rs 812 on August 28, 2025.
Vodafone Idea shares fell 9% to Rs 6.79 on NSE on August 26, 2025, after media reports suggested no further government relief. The company clarified that it has not received any official communication from the government and will disclose updates as required under SEBI rules.
2025-08-29
Niranjan Ghatule
India’s economy grew by 7.8% in Q1 FY 2025-26, driven by strong performance in services, manufacturing, and construction. Agriculture also improved while government spending and investments boosted growth momentum
The Indian government is set to implement a major GST reform, the biggest since 2017, which could reduce car and two-wheeler prices significantly. With GST rates on small cars and bikes expected to drop from 28% to 18%, and possible cuts in insurance premiums, buyers can save up to ₹1.4 lakh on popular models like Wagon R, Baleno, Dzire, Bolero Neo, Brezza, Creta, and XUV700.
India’s crude oil imports dropped to an 18-month low of 18.56 MMT in July 2025, falling 8.7% month-on-month and 4.3% year-on-year. Lower demand, falling global crude prices, U.S. tariffs, and reduced Russian discounts are reshaping India’s energy strategy. The decline has eased the oil import bill but raised long-term energy security concerns.
2025-08-20
Niranjan Ghatule
Donald Trump’s decision to impose 50% tariffs on India’s Russian oil imports while sparing China has triggered global criticism. U.S. Treasury Secretary Scott Besant defended the move by citing India’s sharp rise in Russian oil imports from under 1% to 42%, accusing New Delhi of profiteering.
India and Saudi Arabia sign a historic intelligence-sharing agreement, marking a major strategic shift in Gulf diplomacy. As counter-terror ties deepen, Pakistan’s long-held influence in the Arab world begins to erode.
Reliance Industries posted a 78% YoY jump in Q1FY26 net profit, driven by stake sale gains and strong growth in Jio and Retail, while O2C remained soft. Top brokerages like Motilal Oswal, Jefferies, HSBC, Nomura, and Nuvama reiterated “Buy” ratings, citing long-term growth potential from new energy, telecom, and a recovering retail segment. Here's a detailed roundup of brokerage views and growth
