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India's EV battery demand to grow 10 times to 200 GWh by 2032: IESA
India's electric vehicle battery demand will surge tenfold by 2032. This growth presents significant opportunities in component localization and supply chain development. The market is transforming with advancements in batteries, motors, and manufacturing. Electric two-wheelers lead sales, but passenger cars and light commercial fleets will drive future expansion. New battery chemistries and motor technologies are emerging.
Jaishankar Urges BRICS To Step Up Amid A More Fragmented World
External Affairs Minister S. Jaishankar on Thursday called for deeper cooperation within BRICS, saying the grouping has an increasingly important role to play as geopolitical tensions, economic uncertainty and supply-chain disruptions reshape the global landscape.
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.
Britannia shifts facility from Oman to India, considers price hike
Britannia Industries has relocated its North American export business from Oman to Mundra, Gujarat, to navigate West Asian crises. The company is also considering price increases, including reducing grammage and raising prices on larger packs, to counter a 20% surge in fuel and packaging costs due to geopolitical issues and supply chain disruptions.
US bond yields won't ease soon, rupee's worst may be over: 3R Investment’s Neeraj Seth
Neeraj Seth, Founder & CIO at 3R Investment Management, said India is not yet a major part of the global AI supply chain, but improving valuations and future AI-led productivity gains could support markets over the long term. He also said global AI investments remain focused on infrastructure and hardware, while warning that higher oil prices and elevated US bond yields could keep rate-cut expectations under pressure.
West Asia Conflict: Supply chain woes hit smaller brands harder amid inflation
Amid ongoing supply chain challenges and the burden of rising operational costs, smaller consumer goods players are feeling the squeeze. This shift is creating a landscape where larger corporations can swiftly adapt, taking advantage of the situation to broaden their market influence.
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.
Operation Sindoor anniversary: India’s defence exports surged 25x in 10 years
India’s defence sector has seen a structural shift, with exports rising sharply and domestic production expanding over the past decade. A Rubix report highlights growing indigenisation, higher procurement from local firms and rising global reach, though challenges in critical technologies and supply chain dependencies continue to persist.
Fertiliser subsidy bill set to overshoot budget estimate of Rs 1.71 lakh cr amid West Asia crisis
India's fertiliser subsidy bill for fiscal 2026-27 is set to surpass its budget. Rising costs of imported urea and other fertilisers are driving this increase. Despite global supply chain issues, fertiliser availability for the kharif 2026 season remains strong. Domestic production and imports are being managed to meet demand. States are actively stocking fertilisers in advance.
Avenue Supermarts shares could rise as much as 44% after Q4 results, analysts project
Morgan Stanley said that DMart's operations remained largely unaffected by supply chain disruptions, although there was a temporary spike in consumer purchases in March due to geopolitical tensions, which normalised towards the end of the month.
Shortage of competition in Indian market to support Unilever's volume growth: CEO
Unilever anticipates increased sales in India. Global supply chain issues and higher packaging costs are creating openings. Local competitors face challenges, allowing Unilever to expand its market share. The company is confident in its ability to manage pricing and volume. Investments in e-commerce and quick commerce are also driving growth in the Indian market.
Very excited about Indian market, says Apple's Tim Cook
Apple CEO Tim Cook is thrilled about India's market potential. iPhone, iPad and Mac sales are growing strongly. Despite this success, Apple holds a modest market share. The company is also expanding its retail presence. Supply chain issues and rising component costs are impacting production.