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Tyre exports at record high of Rs 27,312 cr in FY26 despite supply chain disruptions
positive
ET Markets - Industry 38d ago

Tyre exports at record high of Rs 27,312 cr in FY26 despite supply chain disruptions

Indian tyre exports reached a record Rs 27,312 crore in FY2025-26. The United States remained the top destination. Despite global supply chain issues, the industry saw significant growth. Recent US tariff adjustments provided relief to Indian exporters. Germany, Italy, Brazil, and France were also key markets. The tyre sector's resilience is evident with substantial investments in manufacturing.

BMETRICSGLOBALJKTYRETVSSCSAutomobile and Auto ComponentsConsumer Services
JSW MG Motor India sells 6,048 units in May
positive
ET Markets - Industry 40d ago

JSW MG Motor India sells 6,048 units in May

JSW MG Motor India sold 6,048 vehicles in May 2026. The company is managing supply chain issues. Dispatches for the new MAJESTOR SUV have begun. Sales performance remained steady despite global disruptions. Rising commodity prices and increased freight tariffs were also faced. The company continues its operations.

BMETRICSGLOBALJSWHLJSWINFRATVSSCSConsumer ServicesFinancial Services
India races to secure fertilisers as crucial sowing season approaches amid war disruptions
negative
ET Markets - Industry 45d ago

India races to secure fertilisers as crucial sowing season approaches amid war disruptions

India is seeking to boost its fertiliser reserves for the upcoming kharif sowing season by floating tenders for 1.7 million tonnes of urea to counter global supply chain issues. These disruptions stem from ongoing conflicts in West Asia, impacting natural gas and ammonia availability.

BMETRICSGLOBALONGCTVSSCSConsumer ServicesOil Gas & Consumable Fuels
SK Hynix joins Micron in the $1 trillion market cap club after 2026 gains extend to 230%
positive
CNBC TV18 - Markets 45d ago

SK Hynix joins Micron in the $1 trillion market cap club after 2026 gains extend to 230%

SK Hynix has emerged as a key supplier to Nvidia, currently the most valuable company in the world, becoming the cornerstone of the global AI supply chain.

BMETRICSGLOBALTVSSCSConsumer ServicesServices
Construction costs up 25% since global conflicts began, developers flag material shortages: CREDAI
negative
ET Markets - Industry 45d ago

Construction costs up 25% since global conflicts began, developers flag material shortages: CREDAI

Construction costs have surged over 25 percent due to global conflicts. Supply chain issues, labor shortages, and rising material prices are impacting builders. Executives note challenges in material availability, stressing project timelines. The organized sector is better equipped to handle these pressures. Developers are seeking RERA timeline relief. Technology adoption is being explored to mitigate labor shortages.

BMETRICSGLOBALTVSSCSConsumer ServicesServices
NEWS
positive
Business Standard - Markets 46d ago

External Affairs Minister S Jaishankar Calls for Maritime Security and Economic Partnerships in Indo-Pacific region

"Our focus will clearly be on the Indo-Pacific, which is the specific limit of the Quad," the external affairs minister said. Moreover, he mentioned "At the global level, we have to address issues like supply chain resilience, connectivity choke points, manufacturing and resource concentrations and gaps in critical infrastructure.

BMETRICSFOCUSGLOBALTVSSCSConsumer DurablesConsumer Services
Sansera soars 16%, hits new high; what's driving auto parts stock?
positive
Business Standard - Markets 51d ago

Sansera soars 16%, hits new high; what's driving auto parts stock?

Favourable demand trends, coupled with global supply chain realignment and a strengthening domestic manufacturing ecosystem, continue to expand the opportunity landscape, Sansera's management said.

BMETRICSGLOBALSANSERATVSSCSAutomobile and Auto ComponentsConsumer Services
China's new supply chain curbs threaten India's electronics hub ambitions, industry seeks relief
positive
ET Markets - Industry 51d ago

China's new supply chain curbs threaten India's electronics hub ambitions, industry seeks relief

New Chinese regulations are impacting India's goal to become a global electronics manufacturing center. These curbs aim to control supply chains and can lead to penalties for companies shifting production. India's electronics industry is seeking urgent government help. The measures could affect supply chain stability, investments, and export growth. The government is aware and consulting on potential actions.

BMETRICSGLOBALLGEINDIATVSSCSConsumer DurablesConsumer Services
Warehousing beats all odds amid global supply chaos
positive
ET Markets - Industry 51d ago

Warehousing beats all odds amid global supply chaos

India's warehousing sector shows strong growth in the first quarter of 2026. Leasing activity increased by 15 percent compared to the previous year, reaching 19.3 million square feet across eight major cities. This surge is fueled by demand from manufacturing and third-party logistics firms. Companies are actively enhancing their supply chain networks and distribution capabilities.

ALLETECBMETRICSGLOBALMOGSECSJLOGISTICTVSSCSConsumer ServicesFinancial Services
AI helping India's engineering hubs generate IP faster, Daimler Truck executive says
positive
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
positive
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
India Inc's earnings growth to slow down in next 12-18 months, warns Moody’s Ratings. Here’s why
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ET Markets - Stocks 54d ago

India Inc's earnings growth to slow down in next 12-18 months, warns Moody’s Ratings. Here’s why

Moody’s Ratings warns that India’s corporate earnings growth may slow over the next 12–18 months due to rising input costs, rupee depreciation, supply-chain disruptions, and labour market uncertainty. The agency also flagged weaker consumption, delayed investments, and sectoral pressures across autos, airlines, metals, and oil marketing companies amid global risks.

BMETRICSGLOBALOILTVSSCSConsumer ServicesOil Gas & Consumable Fuels