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TCI plans to buy ships to expand high-margin coastal seaway business
The Gurugram-based logistics and supply chain management company has planned a capex of ₹550-600 crore in FY27. Of this, ₹200-250 crore will go towards making final payments for acquiring two new ships from China.
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.
P&G Health stock surges 18% after solid Q4 results; PAT jumps 56% YoY
P&G Health reported a net profit of ₹95 crore, up 56 per cent Y-o-Y, driven by superior brand-building activities and supported by strengthened supply chain and go-to-market capabilities

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.
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.
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.
TVS Supply Chain Solutions reports consolidated net profit of Rs 17.55 crore in the March 2026 quarter
Sales rise 21.35% to Rs 3032.22 crore
Automakers remodel supply chain strategy
Indian carmakers are shifting from a 'just-in-time' to a 'just-in-case' inventory strategy, stocking critical auto components for three to six months instead of the previous 30-45 days. This change is a direct response to persistent supply-chain disruptions driven by geopolitical factors, signaling a new permanent operating reality for the industry.

Here's why shares of Bosch India fell up to 5% on Thursday
Bosch for FY27, it was cautiously optimistic and its key objective for the fiscal will be on supply chain agility. The company has maintained a flattish volume outlook for FY27.
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.
Intelligent Supply Chain Infrastructure Trust reports consolidated net profit of Rs 1.16 crore in the March 2026 quarter
Sales rise 2.19% to Rs 345.68 crore
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.