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India
4433 posts
Vedanta’s new CEO gets only one year to prove its giant break-up can create lasting value
Arun Misra will lead Vedanta Limited through its post-demerger transition as the company pursues critical minerals growth and another property spin-off.
July 31, 2026
JSW Energy has the capital for its next growth wave, but can profits catch up with expansion?
JSW Energy Limited is combining thermal generation, renewable power, battery storage and pumped hydro investments in one of India’s most aggressive private-sector electricity expansion programmes. The company plans to spend approximately ₹20,000 crore during FY27 while targeting around 3 GW of capacity additions during the year. Its expansion is supported by ₹12,881 crore of cash and cash equivalents, recent equity-linked capital raising and future operating cash flow. However, the central question is shifting from whether JSW Energy can finance growth to whether newly commissioned assets can generate returns quickly enough to offset higher depreciation, finance costs and leverage.
July 30, 2026
Indian Oil seeks 50% stakes in VLGCs as United States LPG imports reshape shipping strategy
Indian Oil Corporation Limited is exploring partial ownership of very large gas carriers as India diversifies LPG supply beyond the Middle East. The move could improve freight security, but vessel pricing, shipping cycles and shared control will determine the returns.
July 29, 2026
Coca-Cola (NYSE: KO) Q2 2026: Braun’s first full quarter delivers 7% revenue growth
Coca-Cola raised 2026 EPS growth to 9-10% after Q2 volume climbed 5%, pricing added 2 points and comparable operating margin widened to 35.6% year on year.
July 28, 2026
Krutrim’s latest layoffs reveal how sharply Bhavish Aggarwal’s AI ambitions have narrowed
Krutrim reportedly cuts nearly half its remaining workforce as its AI strategy pivots toward cloud infrastructure. Read what changes next.
July 28, 2026
Tech Mahindra says its FICO solution could save retailers ₹1 crore a month, but will customers adopt it?
Tech Mahindra targets India’s costly COD returns with FICO decisioning, but enterprise deployment will determine whether the innovation creates revenue.
July 28, 2026
Myanmar civilian killings exceed 450 as military seeks diplomatic legitimacy
Myanmar’s military seeks diplomatic legitimacy while civilian killings rise sharply. That contradiction is becoming Southeast Asia’s defining security test.
July 27, 2026
Trump tariffs hit 60 trading partners as US rebuilds global import tax wall
Washington replaced an expiring tariff with forced-labour duties on 60 economies, keeping a near-universal US import tax floor intact.
July 26, 2026
Can Bharat Forge turn 255,128 Indian Army carbines into its next defence earnings engine?
Bharat Forge’s largest small-arms contract is moving from order-book visibility toward industrial execution. The decisive test will be whether the company can convert a 255,128-unit Indian Army programme into timely deliveries, dependable margins and sustained defence revenue growth.
July 24, 2026
Trump imposes new tariffs on 60 trading partners after Supreme Court setback
Trump lost his emergency tariff power, but Section 301 has restored a global import floor. Consumers and trading partners now face the consequences.
July 24, 2026