Business news
306 stories · latest 05 Oct 2026
Two listed groups sit on either side of this. Health and general insurers would pay out less per claim, which is the industry's stated aim: it blames hospital billing inflation for rising claim costs and premiums…
The openings did not track demand in the way SME debuts often have: Bench Mark Infotech was subscribed 72.35 times and still opened flat, while Sai Urja, subscribed 3.88 times, opened higher. The two issues with the…
The rebound was narrow: FMCG, consumer durables and PSU banks carried it, while small caps, hospitals and part of IT closed lower. ITC's move followed analyst comments that its response to the cigarette tax increase is…
The deal folds one of the UK's large retail broadband brands into the owner of Openreach, the network most rivals rent. Listed competitors are exposed in different ways: Vodafone (through VodafoneThree) and Sky's owner…
The certificate price is what importers of steel, aluminium, cement, fertiliser and other covered goods owe per tonne of embedded emissions, so it sets the cost gap between imported and EU-made material. European…
The listing gives Oslo another pure owner of very large crude carriers alongside the established tanker names, with earnings tied to spot freight rates that have been lifted by the disruption to oil flows from West…
The gap between the two prices is 7.7%, but Axis has said its funding is not committed and that it would not announce a firm offer until financing is certain. For PTSB shareholders the choice is between an approved…
At up to A$5.5 billion the sale would exceed Medibank's 2014 float of just under A$5 billion, among the largest Australian listings. The money goes to GPU infrastructure for Firmus's first data centre in Batam…
Bajaj Finance is the largest listed consumer lender outside the banks, so its quarterly update is read as a gauge of retail credit demand ahead of the festival season and of an RBI decision on October 7 where…
Bauxite is the starting raw material for alumina and aluminium, so the ruling settles a cost dispute rather than changing output. CLSA estimates a near-term rise in production cost of roughly $10 a tonne and a one-time…
Margin lending has become a core revenue line for brokerages: three-month paper for non-bank lenders yields about 7.18%, while brokers charge clients 9-20% on margin loans. The exposure sits with bank-owned and listed…
The openings tracked demand in the books: Orient Cables' Rs 552 crore issue was subscribed 97.25 times and German Green Steel's Rs 304 crore issue 30.5 times, while Runwal's Rs 500 crore fresh issue drew 2.65 times and…
Indian IT exporters long staffed US client sites with visa holders from India. Replacing them with local hires raises on-site wage costs, which presses on operating margins unless more work moves offshore or is…
The advice describes a trade-off that runs through listed sectors. A weaker rupee raises the rupee value of dollar revenue at IT services and pharma exporters, and raises the landed cost of crude for refiners, airlines…
At about $20 billion this would be a very large purchase for a company whose core business is electrical equipment and industrial automation, and it would move Schneider further into software, where revenue is…
HDFC Bank is the largest weight in the Nifty 50 and Nifty Bank, so its numbers set the tone for the banking earnings season. Deposits growing faster than loans matters for a lender that has spent the period since its…
No extra barrels are scheduled for November, and the report notes most members already pump below their targets because the conflict that began on February 28 has effectively closed the Strait of Hormuz. For India…
For India the link is indirect: a smaller European harvest tightens world cereal and sugar supply at a time when the FAO food index is already at its highest since 2022 and India's own monsoon ended about 13% below…
The channel is interest cost. With low leverage, most rated borrowers lose little coverage even in the 50 bp case, so the direct effect on corporate credit quality is small. Crisil singles out commercial real estate as…
Draft filings are the supply side of the IPO market six to twelve months out. The fee pool falls to listed investment banks and brokers that run these books, and to registrars. Renewable power and real estate account…
Wages are the largest cost line for Indian IT services companies, and hiring is an early reading of the demand they see. A 4% fall in IT services postings alongside 20% growth in AI/ML roles and 4% growth at global…
If approved, the contract would be one of the largest single orders for an Indian shipyard and would add to Mazagon Dock's order book over many years, with work passed down to private-sector suppliers of hull sections…
The original notices were larger than the companies' own net worth, so the contingent liability hung over the listed casino and gaming operator Delta Corp and over unlisted platforms that had planned to raise capital…
Retail fuel prices have been held, so the oil shock is reaching companies through what they buy rather than at the pump. Plastics processors, packaging makers and consumer goods companies that use polypropylene and…
Large-cap banks, financial services firms and other index heavyweights have the highest foreign ownership and are the most exposed to this kind of selling; brokers and exchanges see it in traded volumes. Mutual funds…
The forecast describes the home market of ArcelorMittal, Thyssenkrupp, Salzgitter, Voestalpine, SSAB and Outokumpu, whose volumes depend on European construction, machinery and car production. Near-flat demand at a…
The $30 billion was SoftBank's share of the $122 billion round that valued OpenAI at $852 billion, alongside $50 billion committed by Amazon and $30 billion by Nvidia. OpenAI receives the cash and spends much of it on…
The finance angle is the direction of work rather than a disclosed figure: no contract value was given. Captive centres run by overseas companies have been taking work that once went to Indian IT vendors; here a client…
The week's pattern shows where higher yields are landing in Europe. Banks, which usually earn more when rates go up, had their worst week since April because investors are weighing the damage to borrowers and the…
The finance angle is the cost of permission to build. $1 billion over five years is small beside the capital Amazon spends on AI infrastructure, but the $68 billion of blocked projects shows where the constraint now…
An empty week means no underwriting fees for the banks that run US listings and no new supply for funds that buy them. Renaissance's IPO Index was up 16.4% for the year at October 1 against 13.0% for the S&P 500, so…
The finance angle is who carries the bill for AI compute. Per the report, Broadcom agreed to lend Anthropic up to $42 billion, and Anthropic has committed $125.2 billion over five years for tensor processing unit…
Long-term Treasury yields reached a 24-year high on Thursday and mortgage rates are above 7%, so the timing of the next hike bears directly on housing demand, homebuilders and property owners who must refinance. Banks…
Almost all of the increase comes from energy, which households and energy-intensive manufacturers pay directly; goods inflation outside energy is 1.1%. The ECB raised rates by 25 bp on September 10 and meets again on…
These are world prices, so the exposure in India runs through imported inputs and export parity. Edible oil refiners and packaged-food makers buy palm and other vegetable oils largely from abroad, and biscuit, noodle…
India is not a G7 member and is not part of the release, so the link is through prices. Oil marketing companies carry the gap between crude costs and held retail prices, which the industry puts at about Rs 8-9 a litre…
Compressed biogas is made from crop residue, dung and food waste and is sold as a substitute for natural gas in vehicles and industry, so the announcement touches three groups of listed companies: Reliance itself…
The US is the largest export market for several listed Indian sectors: garments and home textiles, generic drugs, auto components, speciality chemicals, and gems and jewellery. For them the deal decides the tariff they…
India imports most of its crude, so the price sets the input bill for the state fuel retailers and the under-recoveries they carry on petrol, diesel and LPG. The detail that matters here is diesel: Indian refiners that…
US yields and Fed pricing feed into foreign portfolio flows, the rupee and Indian bond yields, which is where banks, NBFCs and insurers are exposed through treasury books and borrowing costs. The RBI's own rate panel…
The repo rate sets the base for lending and deposit pricing. A hike feeds into floating-rate home, auto and business loans, so banks and NBFCs face shifts in margins and loan demand, while real-estate developers and…
Fewer and smaller deals cut equity underwriting fees for investment banks and delay exits for private-equity and venture backers. Renaissance tied the slowdown to concerns about AI spending, a 19-year high in bond…
The finance angle: about $7 billion over five years, roughly $2.1 billion of it upfront, would flow to Oracle's cloud business from a single customer, for hardware that Nvidia could not sell into China directly. The…
A listing would give Indian investors a large pure industrial-gases company alongside Linde India, and a public valuation for a business that sells oxygen, nitrogen, hydrogen and speciality gases to steel mills…
The 9.95% coupon shows what private credit charges to finance AI chips for a smaller operator: well above investment-grade borrowing costs, and payable from rental income on hardware that loses value quickly. Sharon AI…
Full ownership means Fresenius keeps all of mAbxience's profit instead of sharing 45% with minority holders, and controls its biosimilar pipeline and manufacturing capacity outright within its Kabi division. The price…
The rule covers commercial banks, small finance banks, payments banks and local area banks, so every listed bank is in scope as an investee. It matters most for mid-sized and smaller private banks and small finance…
Power and fuel, including petcoke, coal and diesel for freight, are among the largest cost items for listed cement makers. Their margins depend on whether price increases keep pace with those costs. September-quarter…
The data shows a split inside the sector. Passenger-vehicle makers posted growth in domestic sales. The tractor business, which depends on rural income, weakened in a deficient monsoon year. Two-wheeler domestic demand…
Higher risk-free returns in the US make emerging-market assets relatively less attractive and add pressure on foreign portfolio flows and the rupee. Banks and NBFCs are exposed through funding costs and bond…