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Can Kerala's Co-operative Builder Crack India's EPC Market?
While Kerala‑based U‑Sphere — the EPC subsidiary of the century‑old labour cooperative ULCCS — seeks pan‑India expansion, its real test will be delivering marquee projects that build momentum at home and overseas.
UltraTech Bets Against The Cycle As India's Cement Industry Splits
As weak pricing and rising fuel costs force several of the country's largest cement makers to moderate expansion plans, industry leader UltraTech Cement is taking a contrarian approach.
Air India And IndiGo Chase Demand With Simpler, Cheaper Fares
Rising airfares and capacity constraints slowed passenger growth, prompting Air India and IndiGo to cut entry-level fares.
Why India's FMCG Majors Are Buying Their Way Into Nutraceuticals
Rather than create new nutrition brands, consumer goods companies are paying for products consumers already trust.
India’s IT Bellwether TCS Paints An AI Future Its Books Don't Show
TCS’s chairman N Chandrasekaran told the 31st AGM that AI is the biggest opportunity in TCS’s history, no downsizing is planned, and all revenue will be AI-linked by 2030. The annual report says otherwise on every count.
Honda Bets On Imports And SUVs To Rebuild Its India Presence
The move reflects Honda’s broader push to revive its position in India through a two-pronged strategy of bringing back premium global models while building a pipeline of mass-market SUVs and electric vehicles for the domestic market.
Nippon Paint India MD on India's Paint Rush Despite 20 Years of Flat Prices
In this episode of The Core Report, Nippon Paint India's MD Sharad Malhotra talks about why per capita paint consumption is a quarter of the developed world, why prices haven't moved in 20 years even as painters' wages tripled, and why the company is racing from 7 factories to 15.
Adani And UltraTech’s Entry Raises Stakes for India’s Cable Makers
While industry incumbents aren’t panicking yet, the pricing freedom they’ve so far enjoyed could come under pressure.
India's Tyre Industry Braces For Margin Pain Despite Demand Hope
Rising raw material costs are squeezing tyre makers' margins, even as industry sees demand staying resilient through FY27.
Does Amazon Have A Real Shot At Shaking Up Quick Commerce?
Amazon shut down Amazon Food in 2022. Three years later, it is back with a bigger ambition and a harder challenge.
The Rs 15 Lakh Crore Mystery Inside Rajesh Exports' Global Revenue Machine
SEBI says Rajesh Exports reported Rs 15 lakh crore of subsidiary revenue that could not be reconciled with the audited accounts of its Swiss refining business, raising one of the biggest corporate-governance questions in recent Indian market history.
India’s Financial Markets Miss Their 1990s Architects
We have inherited a world-class financial infrastructure, but the visionary institution builders who created it have yet to be replaced.
