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Havells India shares in focus after foray into the BESS segment with Norway-based Pixii AS
As part of the collaboration, the companies will work via a phased roadmap to establish a long-term BESS ecosystem in India. These phases include understanding the market requirements via pilot installations for validation of commercial opportunities while also co-developing an all-in-one energy storage solution.

TCS Q1 Concall: AI Dominates Campus Hiring But Deals Are 'Not Long Term'
TCS noted that AI engagements are fundamentally different from conventional IT services contracts.

AWL Agri Business to expand regenerative mustard farming after yields jump 30%
AWL Agri Business will expand its regenerative mustard farming programme after demonstration farms delivered yield improvements of up to 30%, reinforcing its focus on sustainable agriculture while supporting India's long-term edible oil self-reliance ambitions.
NALCO shares in focus on JV with NLC India for 1,080 MW thermal plant in Odisha
National Aluminium Company and NLC India have signed an agreement for a joint venture. This new entity will establish a 1,080 MW captive thermal power plant in Odisha. The plant will supply electricity for NALCO's aluminium smelter expansion project. Partners will also explore renewable energy sourcing and long-term coal supply. Both government-owned companies will hold equal stakes in the proposed joint venture.
ICRA reaffirms ratings of Greenpanel Industries at 'A+' with 'negative' outlook
Greenpanel Industries said that the credit rating agency ICRA has reaffirmed the company's long-term rating at '[ICRA] A+ (Negative)'.

Kalyan Jewellers shares can rally up to 97% as Citi bets on long-term growth
Citi believes Kalyan's franchise-led expansion strategy should support long-term growth, improve return on capital employed (RoCE), and aid balance sheet deleveraging.
Auto components industry expected to grow 8-10% in FY27: ACMA
Experts predict an 8-10 percent growth for India's auto component sector this fiscal year, riding on robust domestic demand and export performance. However, the industry faces challenges, including a trade deficit driven by higher imports of electronics and EV components, as well as labor shortages affecting small to medium enterprises. Still, the long-term outlook of the sector is hopeful.

Radico Khaitan shares surge to record high levels as Magic Moments sales soars
Radico Khaitan said the sales figure reinforced its position as India's leading vodka brand and highlighted the growing scale and long-term potential of India's vodka category.
Why the capital cycle approach is a powerful framework for long-term investing
Edward Chancellor advocates the capital cycle approach, urging investors to focus on industry supply, capital allocation and management quality instead of demand forecasts. He argues disciplined capacity, rational competition and long-term thinking can uncover overlooked opportunities and deliver superior investment returns.
Gold prices to stay elevated, volatile; Titan bullish on long-term growth
Gold prices are expected to remain "elevated and volatile" due to geopolitical tensions, Titan said, but expressed optimism about the long-term growth prospects of the jewellery market on favourable demographics and its safe-haven appeal. Despite these challenges, the "outlook in India remains positive" due to favourable demographics and the continued relevance of jewellery as a store of value; however, "short-term demand fluctuations may persist", Titan said in its annual report. "Gold prices are expected to remain elevated and volatile, given ongoing geopolitical developments and global conflicts leading to macroeconomic uncertainties," said Titan, a JV between Tata and the Tamil Nadu government. The Tata group-managed firm also said these macroeconomic uncertainties arising from geopolitical developments could lead to shifts in demand patterns across customer segments. "In this environment, there could be shifts in demand segments and the Division will continue to prioritise mar
Titan expects gold prices to stay elevated, volatile amid global tensions
Titan anticipates elevated and volatile gold prices due to global geopolitical tensions, impacting short-term jewellery demand. However, the company remains optimistic about India's long-term jewellery market growth, driven by favourable demographics and gold's appeal as a safe asset. Despite challenges like US tariffs and volatile gold prices, Titan achieved a landmark Rs 75,000 crore revenue in FY26, with its jewellery division contributing significantly.

Rupee opens 19 paise higher at 95.20 against US dollar
The Indian rupee rose 19 paise to 95.20 against the US dollar, ending a four-day decline. A weaker dollar and slowing US job growth boosted emerging market currencies. The RBI's focus remains on stabilizing reserves, while strengthened ties with Japan promise long-term economic benefits.