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Sudhanshu Nayak

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Manufacturing Insights

India’s 7.8% GDP Print and the Factory Floor That Says Something Quieter

Two numbers landed within days of each other at the end of August, and they do not agree. The first was 7.8%. India's real GDP...
Manufacturing Insights

India’s Import Paradox: The Better Our Factories Perform, The More We Buy From Abroad

There is a number in the machine tool industry's latest data release that ought to stop the reindustrialisation conversation in its tracks. In FY26, India...
Finance

India Is Nestlé’s Fastest-Growing Market, and a Top-Five Spot Is in Sight, Says Global CEO

India was Nestlé's best-performing market in the first half of CY2026, and it could rise into the Swiss food major's top five markets worldwide,...
Finance

India’s Electronics Champions Are Growing Fast, And The Market Has Stopped Paying For It

The topline out of electronics manufacturing services India looks spectacular. Revenue up 40, 60, even 67% at some names, order books full, every one...
Finance

The China-Plus-One Shift In Drug Manufacturing Is Real, And Q1 Showed Exactly Who Captures It

India pharma CDMO and custom-synthesis names reported the June quarter and, read together, they settle an argument. The reshoring of drug manufacturing away from...
Finance

India’s Capex Cycle Finally Shows Up In The Order Books, But The Profit Is Where It Gets Tested

The India capital goods order book says the long-awaited investment cycle has arrived. Siemens went into the year with a record backlog near ₹45,030...
Finance

Auto’s Blockbuster Quarter Hid A Split: Everyone Sold More, Only Some Kept The Profit

Indian auto Q1 FY27 was a volume festival. Industry production ran 19.4% higher year on year, with two-wheelers up 21%, commercial vehicles up 19.5%...
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