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DARK SECRETS: India inc org | Vintage Vibes

Anthropic’s Fable 5 takedown triggers India Inc push for AI self-reliance

A US directive suspending access to Anthropic's AI models has spurred India Inc's push for self-reliance in AI infrastructure. Technology leaders are calling for domestic R&D, open-source models, and semiconductor design to ensure national sovereignty and avoid dependence on external platforms. This move is seen as a wake-up call for…

The Economic Times

Scaling growth and risk: Why managed services are now mission-critical for India Inc

The question should no longer be about whether to adopt managed services but about how to use and leverage them to transform functions.

The Economic Times

India Inc remains bullish on FY27; Telecom, defence, banking seen driving growth: Report

Indian businesses are optimistic about FY27. Telecom, defence, metals, and banking are set for growth. Companies expect demand to remain strong and are confident in managing rising costs. AI is boosting telecom infrastructure. Defence manufacturing continues its strong run. Power and capital goods sectors show a favorable outlook. Consumer spending…

The Economic Times

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Industry lauds Modi on becoming longest serving Prime Minister

Prime Minister Narendra Modi has become India's longest-serving elected Prime Minister. Industry leaders congratulated him, noting his transformative leadership. Under his tenure, India has seen significant economic development and reforms. The nation has emerged as an influential global voice. Industry leaders expressed confidence in achieving the Vision of Viksit Bharat…

The Economic Times

Inflation and input costs threaten earnings momentum going forward: Dhananjay Sinha

India Inc. delivered strong March-quarter earnings, surpassing market forecasts. Revenue growth improved, supported by cost savings. However, concerns loom over moderating future earnings. Rising input costs and inflation pose challenges. Defence and metals sectors show resilience. Investors are advised to be selective in consumer stocks, favoring those with strong brands…

The Economic Times

India Inc is scaling fast, but is it building to last?

Young brands face pressure to scale rapidly, often neglecting foundational brand building.

The Economic Times

West Asia conflict may dent India Inc profitability by 200 bps: Crisil

A prolonged West Asia conflict poses a risk to India Inc's profitability. Crisil Ratings predicts a significant drop in operating margins due to supply chain issues and rising costs. However, strong company balance sheets are expected to protect overall credit quality. Some sectors like ceramics and airlines face severe stress.…

The Economic Times

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Is India Inc's CSR truly driving systemic change or just shifting funds?

Corporate India is entering a new phase of CSR. Spending is expected to cross ₹1.2 lakh crore by 2035. Companies are shifting towards systemic giving. This approach focuses on scalable pilots and evidence building. It aims to create population-level impact. This strategic shift will unlock larger public spending and ensure…

The Economic Times

Geopolitical tensions keep markets nervous despite strong earnings: Dipan Mehta

Geopolitical tensions, particularly the Iran crisis, are overshadowing strong corporate earnings, according to Dipan Mehta. While India Inc. shows resilience with encouraging results from auto, NBFC, and FMCG sectors, investors remain cautious. Mehta advises selectively accumulating quality businesses available at reasonable valuations amidst this uncertainty, highlighting potential in tech, auto…

The Economic Times

Sensex to hit 89,000? Why Morgan Stanley is betting big on India Inc after 6-quarter slowdown

Morgan Stanley has turned more bullish on India, forecasting the BSE Sensex could rise to 89,000 by June 2027, implying around 15% upside from current levels. Strategist Ridham Desai said India is emerging from a six-quarter earnings slowdown into a stronger growth phase after a “mid-cycle” pause.

The Economic Times

Uday Kotak puts India's troubles in perspective as the economy swings between hope and despair in the wake of Iran war

CII Annual Summit: Uday Kotak issued a rallying cry for India to gear up for looming global challenges. He stressed upon the importance of a proactive stance rather than a wait-and-see approach for India to successfully navigate the current global turmoil.

The Economic Times

Indian firms don’t want to invest in India

Indian companies are not investing as much as the government expects them to. Despite tax cuts and infrastructure spending, businesses have been hesitant. Officials blame this on a lack of appetite for expansion, but the real reasons possible include high political risk and unpredictable policies.

The Economic Times

When the world's an oyster for Sun (Pharma)

Indian companies are increasingly making bold acquisitions abroad. Sun Pharma's deal signals a new era of deliberate empire-building. This shift from tentative deals to strategic bets is crucial for global relevance. Successful acquisitions require clear intent, respect for acquired assets, integration discipline, financial courage, and a long-term mindset.

The Economic Times

India Inc bets on mid-level talent; expects moderate salary hikes: Report

Companies in India anticipate a future hiring focus on mid-level professionals. Salary increases are projected to be moderate, between 5 to 10 percent, for the 2026-27 period. Attrition remains a significant concern, particularly for mid-senior level employees.

The Economic Times

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Benzinga

Elon Musk's Big India Test: Can Tesla Pull An Apple-Style Breakthrough?

Tesla Inc (NASDAQ:TSLA) has finally touched Indian soil. Elon Musk himself chimed in with a "Congrats!" on X as India Inc's first Model Y was delivered to a proud buyer. But behind the fanfare lies a thorny question: can Tesla crack the Indian market the way Apple Inc (NASDAQ:AAPL) did…

Newslaundry

‘Idea shaky’: On Karnataka jobs quota, editorials say govt ‘must junk’ it

In the wake of sharp protest and opposition from India Inc, the Siddaramaiah-led Karnataka government has put the Karnataka jobs quota bill on hold. But why is it controversial?

Newslaundry

Modi 3.0 brings coalition concerns, and a paradox for pink papers

“India Inc wants new govt to create jobs, control inflation.”

Newslaundry

Godi media is about to change, but it must resist the Lutyens pull

Mainstream media is about to change. It will happen in fits and starts. But it is inevitable.Before I go into the reasons why, let me talk about two terms that Ravish Kumar coined for journalists. The first, godi media, has entered our everyday lexicon. It is a product of the Modi era.…

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The Hindu

The problem with the ‘70 hours a week’ line

With the developed world veering towards strict enforcement of ILS across global supply chains, India Inc. can ill-afford to support a weakening of labour rights

The Times of India

Gautam Adani crisis likely to leave India’s conglomerates unscathed

MUMBAI: The dramatic fall in the Adani group’s shares following allegations by Hindenburg Research is unlikely to spill over to other Indian conglomerates as they fare well on key business parameters, according to Bloomberg Economics.

The Times of India

Habitat for Humanity India organises Charity Golf tournament in Mumbai

MUMBAI: Top corporate executives and prominent citizens came together to support the cause of building energy-efficient homes for marginalised communities in Maharashtra when they competed in the fourth edition of the Charity Golf tournament, being organised by the Habitat for Humanity India, at the Willingdon Sports Club here. The participants…

The Times of India

Finance minister Nirmala Sitharaman asks India Inc to be prime movers in frontier technologies

NEW DELHI: Finance minister Nirmala Sitharaman on Thursday asked India Inc to be prime movers in frontier technologies, adding that the government will facilitate the development.

The Times of India

Adani now plans to enter water segment; FPO opens January 27

MUMBAI: Adani Enterprises, which is launching India Inc's second-largest follow-on public offer worth Rs 20,000 crore next week, on Thursday said it is planning to enter the water segment as this is a key element of its core business of infrastructure.

The Times of India

Uttar Pradesh CM Yogi Adityanath to lead pre-Global Investors' Summit roadshow in Mumbai on Wednesday

LUCKNOW: Top names of India Inc will interact with the Uttar Pradesh delegation as Chief Minister Yogi Adityanath leads the first domestic roadshow in Mumbai on January 5 ahead of the Global Investors’ Summit-2023 to be held in Lucknow from February 10 to 12.

The Times of India

New Covid outbreak in China, India says no need to panic yet

With another Covid-19 outbreak in China, India Inc is cautiously optimistic that the resilience of the Indian economy will help avoid any large-scale disruptions.

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