Category
Research, Brokerage & Sentiment
25 articles
Energy supply risks and AI-driven transformations are reshaping the global financial landscape. Goldman Sachs recently revised its forecasts, lowering euro targets and raising dollar-yen projections, citing the AI boom and energy supply challenges bolstering the U.S. dollar. Simultaneously, Indian companies are demonstrating resilience and growth, with Tata Capital reporting a 20% increase in Net AUM and Birlasoft highlighting investments in AI-first platforms and ESG commitments. These developments suggest a complex interplay of global macroeconomic forces and domestic innovation, potentially creating both opportunities and risks for investors navigating a dynamic market environment.
Goldman Sachs Says Dollar Weakness Unlikely Soon
Goldman Sachs lowered euro forecast and raised dollar‑yen forecast, citing AI boom and energy supply bust sustaining US dollar strength.
The firm revised EUR/USD to 1.14, 1.12, 1.12 for 3, 6, 12 month
Goldman Sachs Raises USD/JPY Targets to 165
Goldman Sachs raised its USD/JPY forecasts to 162 in three months, 163 in six months, and 165 in twelve months.
The upward revision reflects higher‑for‑longer U.S. yields, low U.S. recession risk, Jap
Tata Capital FY26 Investor Presentation Business Overview
Tata Capital Limited submitted its FY 2025-26 investor presentation to stock exchanges pursuant to SEBI Listing Regulations.
Consolidated Net AUM grew 20% YoY to $29.3bn in Mar-26, driven by 27.4% SME
Birlasoft FY26 Reports Marginal Profit Growth, Dividend, ESG Leadership
Birlasoft reported FY26 consolidated revenue of ₹53,100 million with EBITDA margin expansion of 333 bps to 16.3%, while PAT remained stable at ₹5,184 million with 0.3% growth.
The company strengthened
AI Analyzes 100 Years of Kodaikanal Solar Observations
Researchers used AI to digitize 100 years of hand-drawn solar charts from Kodaikanal Observatory spanning 1916-2007.
Machine learning traced magnetically active plage regions across nine solar cycles,
Amagi FAST Viewing Hours Grow 55% YoY
Amagi's June 2026 AIRTIME Report shows global FAST viewing hours grew 55% YoY and ad impressions increased 53%.
LATAM recorded strongest regional growth with HOV up 190% and ad impressions up 124% yea
Astral Submits June 2026 Analyst Call Transcript
Astral Ltd submitted its conference call transcript with analysts and institutional investors to BSE and NSE.
The call was held on 27th June 2026 and discussed company performance and outlook with inv
ICAR-IIOR Smart Seed Coating Boosts Yields 30%
ICAR-IIOR developed a patented biopolymer-based Smart Seed Coating Technology to enhance seed quality and climate resilience.
Field demonstrations showed 30% higher yields in groundnut and soybean, wi
Indian Astrophysicists Uncover Solar Storm Thermal Evolution Patterns
Indian Institute of Astrophysics researchers analyzed 29 years of solar storm data revealing 45% of magnetic ejecta show heating signatures near Earth.
Study found systematic shift from heating-domina
UTI AMC FY26 Profit Declines 45% with ₹40 Dividend
UTI AMC reported FY26 consolidated net profit of ₹404.12 crore, down 44.75% YoY due to VRS costs and lower fair value gains despite 11% AUM growth to ₹23.42 lakh crore.
Board recommended final dividen
P&G Health FY26 Sales Up 16%, PAT Jumps 30%
P&G Health reported FY26 sales of ₹1400 crore, up 16% YoY, and profit after tax of ₹327 crore, up 30% YoY.
Management detailed three key innovations: Livogen Iron Gummies, Neurobion Nerve Pain Relief
Gillette India FY26 Sales Up 8% Profit Up 23%
Gillette India reported FY26 sales of ₹3100 crore, up 8% YoY, and profit after tax of ₹650 crore, up 23% YoY.
Management detailed its Integrated Growth Strategy focusing on portfolio superiority, prod
PGHH FY26 PAT Rises 19% on Flat Sales
Procter & Gamble Hygiene reported flat FY26 sales of ₹4300 crore but a 19% YoY PAT increase to ₹850 crore driven by productivity savings.
Management detailed its integrated growth strategy focusing on
Rushil Decor Q4 FY26 EBITDA Up 20% Sequentially
Rushil Decor held a conference call to discuss its audited standalone and consolidated financial results for Q4 and FY ended March 31, 2026.
Consolidated Q4 FY26 revenue was INR 2,309 million with an
FADA May'26 Auto Retail Grows 9.55% YoY
FADA reported May'26 total vehicle retail sales of 25,31,067 units, a 9.55% YoY growth, marking the best-ever May for 3W, PV, and Tractor segments.
Passenger Vehicles led growth with a 23.25% YoY incr
GIC Re Q4 FY26 Net Profit Rises 3.3% YoY
GIC Re reported Q4 FY26 net profit of ₹2,254 crore, up 3.3% YoY, with full-year profit rising 25.2% to ₹8,392 crore.
Gross premium income grew 6.9% YoY to ₹44,007 crore in FY26, with a 75:25 domestic-
Laurus Labs FY26 Revenue Up 23% with Strong CDMO Growth
Laurus Labs reported FY26 revenue of ₹6,813 crore, a 23% YoY increase driven by 36% growth in CDMO business and 18% growth in Affordable Medicines.
EBITDA surged 64% to ₹1,826 crore with margins expan
Khazanchi Jewellers FY26 PAT Surges 99% YoY
Khazanchi Jewellers reported a 98.87% YoY surge in FY26 PAT to ₹89.42 crores, with margins expanding significantly.
The company launched a large-format flagship showroom in Chennai to drive retail gro
Tata Motors Reports Strong FY26 Results Post Demerger
Tata Motors reported robust FY26 performance with ₹83,855 crore revenue, ₹3,030 crore PAT, and recommended a final dividend of ₹4 per share following its successful demerger from passenger vehicles.
T
Gufic Biosciences Q4 PAT Doubles to INR20.5 Crores
Gufic Biosciences reported Q4 FY26 revenue of INR252 crores, a 15% YoY increase, with PAT more than doubling to INR20.5 crores.
The Indore CMO facility reached 30% capacity utilization and EBITDA brea
Arman Financial Services Q4 PAT Surges 220% YoY
Arman Financial reported a 220% YoY jump in Q4 PAT to INR 41 crore, with AUM reaching a record INR 2,728 crore.
Management held an earnings call to discuss FY26 results, highlighting improved asset qu
Aditya Infotech Q4 PAT Surges 208% to ₹169 Crore
Aditya Infotech disclosed its Q4 FY26 earnings call transcript, reporting a 45.5% YoY revenue growth to ₹1,422 crore and a 207.7% PAT surge.
The company raised its FY27 revenue guidance to ₹6,000-6,50
CAMS Report: Women Investors Drive ₹11.3Tn AUM
CAMS released its 'Going Beyond the Box 2026' report analyzing women's participation in mutual funds, showing ₹11.3Tn AUM and ₹3.0Tn FY26 inflows.
Women investors reached 13.2 million with 2.2 million
Indegene Named Leader in Life Sciences Digital Services
Indegene recognized as Leader in ISG Provider Lens™ for Life Sciences Digital Services in Commercial Operations - Digital Evolution quadrant for 2026.
Assessment highlights company's domain expertise,
LTM Named Market Leader in HFS IT Infrastructure Report
LTM recognized as Market Leader in HFS Horizons: Next-gen IT Infrastructure Services, 2026 report by HFS Research.
Report evaluates providers across AI readiness, hybrid architectures, regulatory comp