Taste The Truth – Bite by Bite
How Will Tata Steel Capex Impact Margins? Tata Steel capex of Rs 15,000 crore for FY26, announced post-Q4 FY25 results on May 14, 2025, prioritizes domestic growth, with 80% allocated to India, including Kalinganagar’s expansion to 8 MTPA, set to start commercial production by September 2025. Domestic operations yielded Rs 12,705/tonne EBITDA, outpacing the consolidated…
Best Small Cap Stocks for Long Term: Suryoday Small Finance Bank Analysis Suryoday Small Finance Bank (SFB), a high-risk small cap stock, reported a Q4 FY25 net loss due to elevated provisions and a 7.2% GNPA, driven by stress in its unsecured micro-finance portfolio. Despite this, loan and deposit books crossed Rs 10,000 crore, with…
Emerging Companies Transform E-commerce Solutions By 2030, emerging companies are projected to reach a $2554.76 billion valuation, driving innovation in AI, logistics, and sustainability. Perplexity AI’s search engine, Shiprocket’s data-driven logistics, and Deepgram’s low-latency Aura voice AI exemplify transformative solutions. Companies like OpenAI and Anthropic advance large language models, while Substack redefines content monetization. Fintech…
How Does US China Trade Truce Affect India? The US China trade truce for 90 days, announced on May 13, 2025, after Geneva talks, reduces US tariffs on Chinese goods from 145% to 30% and Chinese tariffs on US goods from 125% to 10%. This de-escalation, following India-Pakistan ceasefire, spurred a “risk-on” rally in Indian…
Will Drug Pricing Hurt Indian Pharma Exports? President Trump’s plan to slash US drug pricing by 30-80% via a “Most Favoured Nation” pricing model, announced May 12, 2025, poses challenges for Indian pharma, particularly firms like Sun Pharma with specialty/patented portfolios. With 30-45% of their revenue from the US, Indian generic players face potential margin…
UK India Free Trade Agreement Simplifies Visa Norms The UK India Free Trade Agreement (FTA), nearing finalization as of May 2025, promises significant benefits for Indian professionals and businesses. It offers 1,800 annual visas for creative and hospitality professionals, streamlined temporary visas for skilled workers in IT, telecom, and more, and simplified business mobility rules….
Do Pidilite Industries Results Signal Rural Demand Strength? Pidilite Industries results reported an 8.2% YoY revenue growth in Q4 FY25, driven by a 9.8% underlying volume growth (UVG) across categories. The Consumer & Bazaar segment grew 9.3%, while B2B surged 13.9%. Rural demand outperformed urban, fueled by initiatives like ‘Pidilite Ki Duniya.’ Gross margins expanded…
Best Defence Stocks in India for 2025 Cochin Shipyard Ltd, a leading PSU in shipbuilding and repair, stands out as a tactical pick for May 2025, backed by a Rs 22,000 crore order book—five times its annual revenue—ensuring robust earnings visibility. The company saw a 20% revenue surge in 9MFY25, driven by a 45.7% rise…
US and UK Trade Deal Impact The US and UK trade deal, set for May 9, 2025, seeks to dodge Trump’s tariffs on UK steel and cars but lacks formal legal grounding, resembling a protection payment. It offers temporary relief for UK exporters, mainly EU-focused, but undermines the global trading system’s “most favoured nation” principle….
Panasonic Layoffs Signal Major Restructuring Push Panasonic Holdings announced Panasonic layoffs of 10,000 employees, 4% of its 230,000-strong workforce, with 5,000 cuts in Japan and 5,000 overseas, per LatestLY. The restructuring, aimed at boosting profitability, targets sales and indirect departments to streamline operations amid a 17.5% profit drop to ¥366 billion for FY24. CEO Yuki…