INDUSTRIAL PRODUCTION
Defence stocks: Better to own one or two, or a whole basket? 18 stocks from the defence ecosystem
Given the evolving situation at the India-Pakistan border, defence stocks are again in the limelight. In the last 10 years, the government’s defence policy has been focused on indigenous production and supply chains. That policy push has meant that there are many private companies in the defence space that have grown in size. It is likely that, even if we don't see a flare-up at the border, the underlying tensions will continue; and that means the defence policy push will continue as is. But rather than focusing on one or two stocks, it is perhaps better to own a whole bucket of stocks.
Coal India Limited's coal offtake drops to 63.4 MT in April
Coal India Limited saw a slight dip in coal offtake during April, reaching 63.4 million tonnes. This is a 1.2 percent decrease compared to the previous year. However, coal production remained nearly stable at 62.1 million tonnes. The company had produced 61.8 million tonnes last year. Coal India aims for higher production and offtake in the upcoming fiscal year.
PM Narendra Modi pitches India as global M&E hub at WAVES 2025
India is becoming a global hub for creative industries. Prime Minister Narendra Modi inaugurated the World Audio Visual and Entertainment Summit (Waves). He highlighted the potential of India's creative economy. The government will launch Waves Awards. Ashwini Vaishnaw announced the Indian Institute of Creative Technology (IICT) in Mumbai. Several tech companies are partnering with IICT for training programs.
From Mumbai to global stage: Mukesh Ambani’s $100 billion vision for India's entertainment sector
Mukesh Ambani, at WAVES 2025, envisioned India's media and entertainment sector growing to $100 billion within a decade with strategic investments in infrastructure, talent, and technology. He emphasized India's potential to become a global entertainment hub, leveraging its rich storytelling tradition, young population, and technological advancements. Ambani urged for incentivizing IP creation and fostering a globally-minded approach among content creators.
Digital assets infrastructure startup Fuze raises $12.2 million from Galaxy, e&, others
Fuze, a digital assets infrastructure startup, secured $12.2 million in Series A funding led by Galaxy and e& to fuel expansion into India, accelerate product development, and recruit senior talent. Operating in the MENA region and Turkey, Fuze offers a platform enabling integration of regulated digital assets into traditional financial services and has processed over $2 billion in volume.
"Today, India is emerging as global hub for film production, digital content, gaming": PM Modi at Waves Summit
PM Modi highlighted that this presents a significant opportunity for India's animation and graphics industry, urging stakeholders to leverage this expansion for greater international reach. He called upon India's young creators to drive the nation's Orange Economy forward, acknowledging that their passion and hard work are shaping a new wave of creativity.
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UPI is great but what else? IIT and Princeton alum, Zoho's Sridhar Vembu, grades India on innovation
Zoho founder Sridhar Vembu has critically assessed India's innovation ecosystem, highlighting strengths in process innovation but weaknesses in product and technology innovation. He also points out the lack of scientific breakthroughs. Vembu's analysis sparked online discussions about talent export, the focus of younger generations, and product design priorities, emphasizing the need for government support in scientific research.
These mid-cap stocks with ‘strong buy’ & ‘buy’ recos can rally over 35%, according to analysts
After five months of cooling off in the mid-cap segment, can we say valuations are fairly priced? The answer is no. But does it mean that we should avoid this segment? The answer is, again, no. The reason: We are at a stage where, rather than broad-brushing, it is better to adopt a sector-by-sector and stock-by-stock approach. If the Nifty and market breadth stay positive in the coming trading sessions, it is likely we will see mid-caps gaining strength. It may also probably signal the end of this phase of correction.
Taiwan's ASE evaluates how it will support Nvidia's $500 billion US plan
ASE Technology is evaluating a request, likely from Nvidia, to support its $500 billion US AI server expansion but has not decided on investment size or timing. Discussions are ongoing, with ASE emphasizing economic viability and potential expansion of existing Taiwan-based services to the US.
Vedanta hits record 13.1 million tonnes in metal reserves, adds 9.0 million tonnes in five years
Vedanta Limited has significantly boosted its metal reserves to over 13.1 million tonnes, ensuring a mine life of over 25 years. The company's Q4 FY25 results showcase strong operational performance, with a 154% rise in consolidated net profit and increased revenue. Driven by efficiency and strategic expansions, Vedanta anticipates continued growth in FY26.
All filled with risk, but some also with rewards: 12 large- and mid-cap fertilizer stocks with a few potential winners
One sector where efforts at a clean-up have been taking longer than expected is the fertilizer sector. What started with the idea of a coating of neem on urea seems to be getting stuck with one or the other issue. The reality is that, as a sector, it has so many variables that any clean-up will take time. Are we close to an inflection point? The answer is in a grey area. But will it happen in another couple of years? Yes. And will every company get its act together? No.
Indian entertainment sector could unlock $6 billion in unrealised value by 2030: Report
A new report suggests India's entertainment industry has potential for growth. It could unlock $6 billion by 2030. This growth depends on global collaboration and technology. The report highlights the need for strategic changes. It emphasizes content creation and audience alignment. The Content India 2026 event will further explore these findings. The industry aims to become a global entertainment hub.
Ongoing supply chain diversifications benefiting India, South Asia industrial hubs: Report
Cushman & Wakefield's report highlights that while US trade policies create risks for export-reliant manufacturers, supply chain diversification is boosting industrial sectors and commercial real estate in India and Southeast Asia. Despite global economic uncertainties triggered by new trade tariffs, the Asia Pacific region demonstrates resilience, with strong office space absorption and solid market fundamentals.
Google techie’s viral post sparks debate on work-life balance in big tech. Netizen says, 'you get paid more than 40 LPA'
A Hyderabad-based Google techie, Anu Sharma, sparked a viral debate on X after sharing her experience of spending four hours solving a production issue on a Sunday. She highlighted the intense pressure of being "on call" in a FAANG company, stating, "You don’t get paid for your work-life balance." The post sparked mixed reactions on work-life balance in big tech.
India’s plastics exports grow 8% in FY 2024–25, reaching USD 12.5 billion: PLEXCONCIL
India's plastics exports surged by 8% in FY 2024-25, reaching USD 12.5 billion, driven by strong performances in plastic films, woven sacks, and floor coverings.
Cooler April cools sales: ACs, fridges see sharp drop as summer falters in south, east
Summer product companies face challenges as April sales decline. Air conditioner and refrigerator sales dropped significantly in some regions. Beverage sales saw a marginal impact in select markets. Lower heatwave days and moderate temperatures contributed to the slowdown. Companies postpone planned price hikes. They anticipate improved sales with expected heatwaves in May and June.
Trump to offer automakers some relief on his 25% tariffs, after worries they could hurt US factories
President Trump is set to sign an executive order easing some of the 25% tariffs on autos and auto parts, a move intended to boost domestic manufacturing jobs. The changes aim to prevent multiple tariffs on foreign-made vehicles and reduce tariffs on imported parts used in U.S. auto production.
Stock market update: FMCG stocks down as market rises
The 30-share BSE Sensex closed up 70.01 points at 80288.38
Reliance’s FMCG arm becomes India’s 8th largest in just 2 years, surpassing Marico
Reliance’s FMCG arm has swiftly become India’s eighth-largest, clocking Rs 11,500 crore revenue in FY25. Driven by brands like Campa and Independence, it surpassed Marico and Tata Consumer’s India business. With aggressive expansion, rapid product rollouts, and store rationalisation, Reliance Retail continues reshaping India’s consumer goods landscape, including quick commerce ambitions.
Industrial Output grows 3% in March; Gains in power & manufacturing sectors help overall growth
India's industrial output saw a 3% year-on-year increase in March, driven by growth in electricity and manufacturing, according to official data. While overall industrial activity grew by 4% in FY25, it was lower than the previous year. Key sectors like basic metals, motor vehicles, and electrical equipment contributed positively, while mining slowed down.
Amitesh Kumar Sinha appointed new CEO of India Semiconductor Mission
Amitesh Kumar Sinha, Additional Secretary at MeitY, has been reappointed CEO of the India Semiconductor Mission. With experience in electronics policy and incentives, his leadership comes as India prepares for ISM’s second phase. He also recently served as Bengaluru DRM.
India’s industrial output growth quickens to 3% in March as against revised 2.7% in Feb
India’s industrial output showed a 3% year-on-year growth in March, according to government data, which is slightly lower than the 3.3% growth anticipated by economists. This growth is a rebound from February’s revised 2.7% increase, which had initially been reported as 2.9%.
Reliance Industries shares surge 4% after Q4 profit beats estimates. Should you buy, sell or hold?
RIL Share Price: Reliance Industries share price: Reliance Industries' net profit rose to Rs 19,407 crore in Q4. Revenue increased to Rs 2.64 lakh crore. Jio Platforms and Reliance Retail showed strong growth. Brokerages like Motilal Oswal and Nomura have given a 'Buy' call. They cite positive results and future growth potential. Focus is on new energy business and tariff hikes.
Airbus finalizes long-awaited Spirit Aero deal
Airbus has finalized a deal to acquire assets from Spirit AeroSystems. This agreement is a crucial step in the transatlantic division of the struggling supplier. Boeing will reacquire Spirit. Airbus will provide credit lines to Spirit. Airbus will acquire plants in North Carolina and Belfast. Some work in Belfast and Prestwick may go to Boeing.
Summer stocks: Will the playbook be different in 2025? 10 stocks that need to be watched in the short term
When it comes to the so-called “summer stocks”, there are two factors to consider: The length of the summer season and the average temperatures during those months. The longer and hotter the summer season, the better the sales of these companies. But is it the same for their stock price?
Goyal urges steel industry to target 1 billion tonne capacity
Commerce Minister Piyush Goyal has urged the domestic steel industry to aggressively expand, targeting a billion tonnes of capacity to capitalize on India's growth. Currently the second-largest steel producer, India aims to surpass its 2047 target of 500 million tonnes and potentially become the world's largest manufacturer, despite concerns over rising steel imports.
Hyundai Motor launches tariff task force, shifts some production to the US
Hyundai Motor is tackling US tariffs. The company has formed a task force. It will focus on minimizing the impact of tariffs. Some Tucson production moves from Mexico to the US. Hyundai considers shifting more production. The company aims to source more US parts. First-quarter operating profit rose by 2%. Annual earnings guidance remains unchanged.
Modi urges steel industry to ramp up iron ore mining, cut imports, and build 'steel-strong India'
Prime Minister Narendra Modi urged the steel industry to accelerate iron ore mining from unused greenfield sites to boost domestic steel production. He emphasized the need for a collaborative effort to build a strong India, while also encouraging the industry to strengthen global partnerships and secure supply chains.
India's infrastructure output increases 3.8% on-year in March
The Index of Eight Core Industries saw a 3.8% increase in March 2025 compared to March 2024, driven by positive growth in cement, fertilizers, steel, electricity, coal, and refinery products. The cumulative growth for the period of April 2024 to March 2025 reached 4.4%. While most sectors expanded, crude oil and natural gas production experienced declines during this period.
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