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positive
Business Standard - Markets 32d ago

JSW Energy commissions wind blade manufacturing facility in Gujarat

JSW Energy announced the commissioning of its wind blade manufacturing facility at Halol, Gujarat, as part of its strategy to vertically integrate its wind energy value chain and strengthen supply chain resilience.

BMETRICSENERGYGKENERGYJSWENERGYJSWHLJSWINFRAKPELTVSSCSVALUEConstructionFinancial Services
German chipmaker Infineon to expand India ops with new R&D and supply chain investments
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LiveMint - Companies 41d ago

German chipmaker Infineon to expand India ops with new R&D and supply chain investments

The semiconductor giant plans to nearly double its local workforce by 2030 to support India's green energy goals through new design partnerships and startup collaborations, senior vice president Vivek Mahajan told Mint.

ADANIGREENBMETRICSENERGYGKENERGYINOXGREENKPELKPIGREENNTPCGREENSAATVIKGLTVSSCSCapital GoodsConstruction
AI helping India's engineering hubs generate IP faster, Daimler Truck executive says
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ET Markets - Industry 52d ago

AI helping India's engineering hubs generate IP faster, Daimler Truck executive says

Indian engineering hubs for global firms are accelerating intellectual property generation and mitigating supply chain risks, according to a Daimler Truck executive. AI is further speeding up innovation and engineering work, as companies increasingly rely on local hubs for product development. This trend is also influencing hiring, with a growing demand for niche talents in AI and cybersecurity.

BMETRICSGLOBALHGINFRAIREDALPDCMBELTVSSCSConstructionConsumer Services
Nifty could hit 27,000 once geopolitical tensions ease: Bajaj Finserv AMC CIO
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CNBC TV18 - Markets 53d ago

Nifty could hit 27,000 once geopolitical tensions ease: Bajaj Finserv AMC CIO

Bajaj Finserv AMC CIO Nimesh Chandan projects 15% earnings growth for Nifty in FY28, with EPS rising to the ₹1,420–1,440 range, making valuations look attractive. He backs metals, construction, and cement as long-term plays on a global supply chain shift, holds gold and silver in the multi-asset portfolio, and flags El Niño and elevated US yields as key risks keeping Indian interest rates high in the near term.

ALPHAETFAONELIQUIDBAJAJFINSVBANKBETFBANKETFBANKPSUBFSIBMETRICSBSLGOLDETFCHANDANCONSUMERENERGYESGEVINDIAGENCONGLOBALGOLDETFGSEC10YEARHDFCGROWTHHDFCLIQUIDHEALTHCAREIMFAINFRAINTERNETITETFJKCEMENTLIQGRWBEESLIQUIDLIQUIDBETFLIQUIDPLUSLOWVOLLTGILTBEESMAKEINDIAMETALMIDCAPETFMIDSMALLMULTICAPNEXT50NIFTYBETFNIFTYETFRPPINFRASBILIQETFSILVERSILVERAGSMALL250SMALLCAPTOP20TVSSCSVALUEConstructionConstruction Materials
Global headwinds put electric bike companies on price hike path
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ET Markets - Industry 59d ago

Global headwinds put electric bike companies on price hike path

Electric two-wheeler companies are feeling the pinch. Rising raw material prices and supply chain issues are impacting profits. Companies like Bajaj Auto, Hero MotoCorp, and Ather Energy are warning of price increases. Demand for AI infrastructure is also affecting the supply of crucial components. Consumers may see higher prices for electric vehicles soon.

ATHERENERGBAJAJ-AUTOBMETRICSENERGYGKENERGYGLOBALHEROMOTOCOKPELNDRAUTOTVSSCSVICTORYEVAutomobile and Auto ComponentsConstruction
From Chennai to Abu Dhabi: How Indian manufacturers are breaking into the Middle East’s oil supply chain
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ET Markets - Industry 65d ago

From Chennai to Abu Dhabi: How Indian manufacturers are breaking into the Middle East’s oil supply chain

Indian engineering firms are now entering the Middle East's oil and gas supply chains. Global energy companies are broadening their supplier choices. This opens doors for Indian manufacturers meeting strict standards. Companies like LSI-MECH Engineers are gaining approval. The Middle East continues energy infrastructure investment. Diversifying vendor bases is a priority for global firms.

BFINVESTBMETRICSENERGYENGINERSINGKENERGYGLOBALHGINFRAIEXIOCIREDAKPELMBELOILOILIETFONGCTVSSCSConstructionConsumer Services
L&T top loser among Sensex stocks, down 4% in firm market; here's why
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Business Standard - Markets 66d ago

L&T top loser among Sensex stocks, down 4% in firm market; here's why

Q4 execution was impacted by ₹5,000 crore revenue slippage due to supply chain disruptions in the Middle East and delays in water projects, indicating near-term execution headwinds.

BMETRICSRPPINFRATVSSCSConstructionServices
Magnum plans three more factories to cash in on India's ice cream craze
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ET Markets - Industry 70d ago

Magnum plans three more factories to cash in on India's ice cream craze

Magnum Ice Cream is significantly expanding its operations in India. The company plans to increase its factories from one to four to meet surging demand. This expansion comes as Magnum revamps its India business with dairy-based products and lower prices. Despite current profitability challenges, the company is investing in supply chains and cold-chain infrastructure.

BMETRICSCURRENTMAGNUMTVSSCSConstructionForest Materials
In a sea of red, how a smallcap defence company delivered multibagger returns this year
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ET Markets - Stocks 73d ago

In a sea of red, how a smallcap defence company delivered multibagger returns this year

Despite a challenging market, MTAR Technologies has delivered multibagger returns, surging nearly 100% in just over four months. The smallcap defence company's rally is driven by its critical role in the global clean energy and AI infrastructure supply chain, particularly its partnership with Bloom Energy. Analysts anticipate significant order inflows from this collaboration, though valuation concerns are emerging.

BMETRICSCLEANCLEANMAXDEFENCEENERGYGKENERGYGLOBALKPELMTARTECHSMALLCAPSML100CASETVSSCSCapital GoodsChemicals
GAIL says its LNG vessel Energy Fidelity flagged off from US; to bolster India's energy supply chain
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ET Markets - Industry 80d ago

GAIL says its LNG vessel Energy Fidelity flagged off from US; to bolster India's energy supply chain

GAIL's Energy Fidelity vessel with a carrying capacity of 174,000 cubic meter (cbm) was flagged off on April 20 and is now en route to India. The ceremony was presided over by India's Consul General in Houston, Texas, D C Manjunath, GAIL said in a statement.

BMETRICSENERGYGAILGKENERGYKPELROUTETVSSCSConstructionFinancial Services
Allcargo Logistics strengthening supply chain frameworks for FMCG players
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ET Markets - Industry 87d ago

Allcargo Logistics strengthening supply chain frameworks for FMCG players

Allcargo Logistics is enhancing supply chains for FMCG companies. This involves optimizing networks, integrating technology, and planning transportation. The goal is to manage increasingly complex inventory flows. FMCG companies are expanding product lines and facing evolving consumer demands. This leads to smaller shipments and more frequent deliveries. Allcargo Logistics offers solutions for better visibility and efficiency.

ALLCARGOBMETRICSCONSUMERE2ERAILIL&FSTRANSSJLOGISTICTVSSCSConstructionFinancial Services
Maruti, Tata Motors, M&M, Bajaj Auto: CLSA decodes strategy for auto stocks
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Business Standard - Markets 113d ago

Maruti, Tata Motors, M&M, Bajaj Auto: CLSA decodes strategy for auto stocks

If the current geopolitical situation persists that results in supply chain disruptions and firm commodity prices, CLSA expects 30-40 per cent cuts to auto sector's FY27 earnings.

BAJAJ-AUTOBMETRICSCURRENTMARUTIM&MTATATECHTMCVTMPVTVSSCSAutomobile and Auto ComponentsCapital Goods