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Sudhanshu Nayak

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Finance

Chemicals Q1 FY27: Record Profits on Lower Volumes

Four Indian chemical makers posted record quarters. One of them shipped 12% less product than the quarter before.
Finance

How Four of India’s Cement Makers Did Last Quarter

Three of India's four biggest cement makers sold more this quarter. Not one of them got paid meaningfully more for it.
Finance

Full Order Books, Thinner Margins: Inside Q1 FY27 for Auto Suppliers

India just had its best ever first quarter for vehicle sales. Three of these four suppliers still made less money on every rupee of it.
Finance

India’s Next Aerospace Giants: How Four of Them Did Last Quarter

Four Indian aerospace suppliers reported the June 2026 quarter within ten days of each other. Every one grew revenue between 55% and 130%. One still posted a loss.
Supply Chain

Factories faced weaker manufacturing demand, higher costs in July as Iran war grinds on

Manufacturing demand weakened across several of the world's largest economies in July 2026, as the five-month-old conflict between Iran and Israel disrupted shipping lanes,...
Finance

Goldman’s 10% Forecast Isn’t an Auto Story, It’s a Bet on Indian Machining

Goldman sees revenue growing 10% a year to FY30 but EBITDA at 15%. That gap is a bet on qualification, not on cars.
Industry

Skyroot’s Orbital Success Is a Production Engineering Story, and the Hard Part Starts Now

Vikram-1 reached orbit with 1,000 people and more than 400 suppliers behind it. The launch was the achievement. The build rate is the industry.
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