Jio’s Interest Burden Is High, Yet Its Funding Pattern Is Comfortingly Normal

Jio Platforms’ funding mix of deferred payments, leases and capitalised interest mirrors how airports, roads and other capital-intensive projects get built.

Krishnadevan V

June 26, 2026 at 8:59 AM IST

Wikimedia Commons

The Contradiction at the Heart of ITC’s FMCG Strategy

ITC is betting that fragmented health and wellness niches can share its infrastructure and scale. The real test is FMCG’s share of profits.

Krishnadevan V

June 25, 2026 at 4:47 AM IST

https://itcportal.com/itc-businesses/fmcg.html

Unilever's India Party Meets Reliance's Guest List

Unilever is betting heavily on India through HUL. Can premiumisation, distribution strength and brand acquisitions justify its valuation?

Krishnadevan V

June 4, 2026 at 12:54 PM IST

Istock.com

Zydus's ₹11 billion Buyback is a Promoter Cash-out Dressed as Capital Discipline

Buyback barely lifts earnings and sends most cash to promoters just as Zydus Lifescience's balance sheet tightens and growth plans vie for the same funds

Dev Chandrasekhar

June 3, 2026 at 6:48 AM IST

Istock.com

India’s Guided Missile Maker Has a Profit Problem Hiding Behind Its Cash Pile

Most of BDL’s profit now comes from interest on its ₹47 billion cash pile, not from building missiles. The missile maker is, in effect, running a treasury operation with a defence business attached.

Dev Chandrasekhar

June 1, 2026 at 6:51 AM IST

https://bdl-india.in/en

Swiggy’s Boardroom Defeat Signals a New Era for Startups

Swiggy's failed AoA amendment exposed the new bargain between Indian startup founders and public-market investors.

Krishnadevan V

May 25, 2026 at 4:13 AM IST

Istock.com

Hyundai’s India Growth Story Carries a Seoul Discount

Hyundai’s India factory push is scaling up fast, but investors are starting to ask how much of the upside will stay in India.

Krishnadevan V

May 22, 2026 at 9:03 AM IST

Istock.com

Bigger Sun, Dimmer Returns

Sun Pharma’s $11.75 billion Organon deal adds scale and new markets, but higher debt and lower returns raise questions over its valuation premium.

Krishnadevan V

April 30, 2026 at 10:35 AM IST

Istock.com

LG India’s Summer Optimism Faces Weather, War and Cost Uncertainty

A cleaner channel and price hikes set the stage, but LG India’s recovery leans on a flawless summer. Weather, input costs and geopolitics leave little margin.

Dev Chandrasekhar

March 25, 2026 at 7:03 AM IST

www.lg.com

Jaguar Has Bet Everything on a Buyer It Has Never Met

Jaguar's all-electric relaunch is a high-stakes wager on a luxury EV market where Porsche and Mercedes are already bleeding. Tata Motors Passenger Vehicle cannot afford to be wrong.

Krishnadevan V

March 19, 2026 at 5:19 AM IST

www.jaguar.com

Revenue Growth, Margin Gains to Support Indian Cos Credit Metrics in 2026-27: Fitch

BasisPoint Insight

January 20, 2026 at 12:50 PM IST

Brand Bullies Bleed India's Boundless Consumer Market Potential

Margin-obsessed giants Colgate, HUL and Nestle India choose profit over India's massive untapped market potential

Rishikesh Patel

July 24, 2025 at 7:16 AM IST

iStock.com

The Bureau

India June CPI Highest Since December 2024 as Food Inflation Tops 5%

Trump says Hormuz open for non-Iranian ships, but for a fee

Equities Recover on IT Rally; Rupee Falls as Oil Rises

Asia Rises Despite Escalating US-Iran Conflict and Higher Oil Prices

Equity MF Inflows Revive in June; Debt Withdrawals Keep Overall Flows Negative

India–UK CETA: Mapping UK's Export Winners

Brent jumps above $76 as US strikes Iran, sanctions return

India’s Water Crisis Is the Price of Years of Policy Neglect

Flawed Design, Poor Planning Make Extreme Heat Conditions Worse For Indian Cities

The Foster Mother of Lodhi Garden

Shyam Sundar Sharma