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Aditya Birla Capital Q4 Results: Profit rises 31% YoY to ₹1,129 crore
Aditya Birla Capital Q4 Results: Aditya Birla Capital reported a 30.6% increase in Q4 consolidated net profit to ₹1,129.16 crore, with total income rising to ₹13,475.74 crore. The lending portfolio expanded 32%, while the direct-to-consumer platform onboarded 1.1 crore customers by March 2026.
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.
Rising costs may hit smaller local Cos, says Unilever CEO Fernando Fernandez
Unilever has said that supply chain disruptions and rising crude-linked input costs could pressure smaller local competitors in India, potentially easing price competition in the consumer goods sector. Speaking during the company’s earnings call, CEO Fernando Fernandez noted that shortages faced by some local players in India and Southeast Asia may strengthen Unilever’s ability to pass on price increases in the future, particularly in categories such as laundry products.
India growth story strong; banks, power and defence seen as key bets: ASK Investment CIO
George Joseph, Chief Investment Officer & CEO–Equity at ASK Investment Managers, says India’s long-term fundamentals remain strong despite global uncertainty, with GDP potentially doubling in 7–10 years. He favours cyclicals like banks, autos, capital goods, real estate, and defence, supported by inflation trends and global spending. He is also bullish on the entire power value chain, driven by AI-led data centre demand, while remaining cautious on expensive consumer stocks.
Exclusive | Pirojsha Godrej bets big on financial services; plans gold loan foray in FY27
Godrej Industries sees financial services as its fastest-growing vertical, with plans to scale AUM to ₹1 lakh crore, while real estate and consumer businesses continue to anchor growth, Chairman-designate Pirojsha Godrej said.
Retail sales in India up 10% year-on-year in March: RAI survey
Indian retail sales saw a 10% rise in March 2026. This marks a steady end to FY2026. Food, apparel, QSR, and jewellery performed strongly. Consumer durables faced challenges as people delayed large purchases. Rising costs for energy, logistics, and rent are affecting retailer profits. Consumers are shopping with more purpose.
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.
Real Estate, Auto stocks rebound after Iran ceasefire; RBI leaves rates unchanged
Following the policy outcome, the Nifty Bank index rose 4.70%. Auto and realty stocks surged by up to 7% each, while consumer stocks gained around 4%.
Industry seeks duty relief on key chemicals amid supply disruptions
Indian industry bodies are urging the government to temporarily suspend anti-dumping duties on key chemical feedstocks. This move aims to ease supply chain disruptions caused by the West Asia crisis. The proposals focus on protecting MSMEs and ensuring the availability of essential raw materials for packaging and consumer goods. Reductions in import duties are also sought to manage rising costs.
Indian airlines: Transition blues in turbulent times
Three leading Indian airlines are undergoing leadership changes. Air India's CEO Campbell Wilson is departing, joining Air India Express's Aloke Singh and IndiGo's Pieter Elbers. IndiGo has appointed William Walsh as its new CEO. Air India is forming a committee to find Wilson's replacement. These transitions are significant for consumer choices and market growth in India's aviation sector.
EV retail sales in India up 24.6% at 24.52 lakh units in FY26: FADA
India's leap into the future of transport was evident in FY26, as electric vehicle sales skyrocketed to 24.52 lakh units, a noteworthy increase of 24.6 percent. The two-wheeler segment alone accounted for over 14 lakh units, underscoring consumer enthusiasm. Meanwhile, electric passenger vehicles surged with an impressive growth rate of 83.63 percent.
Neo Alternative Asset Managers bets on real estate, ropes in ex-Walton Street India trio to lead charge
Neo Alternative Asset Managers is expanding into real estate. The firm has hired a seasoned team from Walton Street India to lead its new investment platform. This move targets structured and opportunistic real estate deals across key Indian urban markets. The expansion aims to leverage India's growing real estate sector, driven by urbanization and infrastructure development.