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LG Electronics remains top pick; Amber's Oppo JV to drive growth from FY28: PL Capital
Praveen Sahay, Lead Research Analyst Consumer Durables, Building Materials & EMS, PL Capital Group, expects LG India to sustain revenue and EBITDA expansion over the coming quarters, while Amber Enterprises could see higher contributions from electronics manufacturing and mobile production beginning FY28. Dixon Technologies may benefit from a potential Vivo joint venture, although margin pressure is likely to persist due to raw material costs and lower PLI benefits.
Singapore's Temasek to lead space tech startup Pixxel's $100 million round
Temasek is leading a $100 million round in Indian space-tech startup Pixxel at a $350-400 million valuation, joining GIC in backing the satellite imaging firm. The deal adds to a broader rush of capital into space startups, including recent large rounds for Skyroot, Digantara, and Agnikul Cosmos.
EMS Q1 Preview: Amber Gets 'Buy', Cyient DLM 'Hold' — Check PL Capital's Target Prices, Key Triggers, Upside
PL Capital expects its coverage universe to report 24.2% YoY revenue growth, while Ebitda and PAT are likely to rise 21.3% and 26.5%, respectively, during the June quarter.
I Squared, TPG-CPPIB consortium nears bid for KKR-backed Re Sustainability
I Squared Capital and a TPG-CPPIB consortium are preparing final bids for KKR-backed Re Sustainability in a deal valued at up to $1.4 billion, as rival private equity firms exit the race.
Water crisis ahead? PL Capital says water deficit creates Rs 20 lakh cr infra opportunity, picks 3 stocks
India's widening water deficit could create an infrastructure investment opportunity worth over Rs 20 lakh crore over the next decade, according to PL Capital. The brokerage expects sustained growth across water treatment, recycling and wastewater management, and has identified VA Tech Wabag, Enviro Infra Engineers and Denta Water as key beneficiaries.
The hidden reason global capital is looking beyond India for future growth
Foreign investors are reallocating capital away from India towards markets like Taiwan and South Korea that offer stronger exposure to AI and semiconductor growth. The trend highlights India’s structural gaps in innovation, limited deep-tech opportunities in listed markets, and rising concerns over valuations amid moderating earnings and slowing capital inflows.
Lithium Urban bags investment from JSW Green Mobility, co eyes 3-fold growth in 2 years
Lithium Urban Technologies, backed by Eversource Capital, has secured a strategic investment from JSW Green Mobility to fuel a three-fold growth over the next two years. This move aims to boost the company's expansion in response to surging demand for sustainable, tech-driven mobility solutions.
US stock market today: S&P 500, Nasdaq futures edge higher as tech stocks rebound; Brent crude slips below $75
US stock futures rose modestly after a sell-off in technology stocks, particularly semiconductors. S&P 500 futures increased by 0.2% as investors remain concerned about the valuation and potential returns from recent capital expenditures in AI-related sectors.
TCS, Infosys, 8 other IT stocks plunge up to 38% in 2026. How many do you own?
Indian IT stocks are facing a significant downturn in 2026, with major players like TCS and Infosys experiencing substantial drops of up to 38%. Foreign investors have divested heavily from the sector, pulling billions from Indian equities. LTI Mindtree leads the decline, followed closely by Infosys and TCS, as global capital shifts towards East Asian tech manufacturing hubs. This widespread pressure has impacted even large-cap and mid-tier IT firms.
From Rs 4,900 crore to Rs 41,300 crore: How Sanjeev Bikhchandani turned 135 startups into a 743% return machine
Sanjeev Bikhchandani's Info Edge has achieved remarkable capital compounding, deploying Rs 4,900 crore across 135 startups since 2007, now valued at Rs 41,300 crore. Early bets on companies like Zomato and Policybazaar have transformed India's digital landscape. Info Edge's strategic investments in AI and deeptech, even before the global surge, are yielding significant returns, positioning India as a hub for globally relevant tech companies.
Sensex jumps over 400 pts, Nifty above 24,100; IT stocks lead gains
Indian stock markets rebounded strongly on Monday, with Sensex and Nifty posting significant gains after Friday's dip. Tech stocks led the charge, while broader market indices also climbed. Despite Middle East tensions, Brent crude prices remained below $80, suggesting a potential de-escalation. Analysts remain optimistic, citing rupee appreciation and expected capital inflows as supportive factors for continued market momentum, particularly in mid and small-cap segments.
India needs greater self-reliance, lower dependence on foreign capital, defence, energy and tech: Kotak - Moneycontrol.com
India needs greater self-reliance, lower dependence on foreign capital, defence, energy and tech: KotakMoneycontrol.com