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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%...
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

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.

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