Daily analysis of Indian market events grounded in real corporate filings. Every claim is backed by what companies actually said in their annual reports and quarterly results.
The market sold insurers and PB Fintech on IRDAI's distribution paper. But the draft's harshest cuts target loan-attached cover, and filings show Capri Global, CreditAccess Grameen and Fusion Finance built real profit on exactly that.
The finance ministry wants every digital gold unit backed by verified physical metal under RBI-SEBI oversight. Filings show the larger unregulated pool of retail gold prepayments sits on listed jewellers balance sheets: Thangamayil holds Rs 1,421 crore of customer scheme advances against Rs 1,416 crore of net worth.
NSE's ₹22,569 cr IPO is a pure OFS. The RHP shows SBI, BoB, GIC Re and New India sold shares costing ₹0.32–5.26. Filings show how much Q2 FY27 profit that one-off will distort.
NPCI's 0.4% UPI MDR starts at ₹2,000 from 15 Oct. Filings from Fino, Zaggle, CCAvenue, Paytm, MobiKwik and NPST show why average ticket size, not volume, decides who gets paid.
US finalised a 123% anti-dumping duty on Indian solar. Filings show Premier and Adani barely export to the US; the real risk sits in Waaree's and Vikram's order books.
RBI rejected Tata Sons' bid to stay unlisted. Filings show Tata Power and Tata Motors PV carry the same Tata Sons share 2.3x apart, and why EPS won't jump.
The amended Consumer Protection (E-Commerce) Rules, effective Jan 2027, target sponsored listings, search manipulation, fake discounts and dark patterns. Filings show ads are the highest-margin line at Meesho, Swiggy, Blinkit and Nykaa — and none break it out.
The UK added India's CCTS to its CBAM relief list. Filings from HEG, Graphite India, Vardhman Special Steels, Jindal Stainless, Hindalco and Tata Steel show the bigger effect is Europe's forced shift to electric arc furnaces.
Copper at a record high plus UltraTech Ultravolt entry hit cable stocks as a group. Filings show retail house-wire players eat the cost while institutional and EHV books have contractual pass-through — and one supplier wins either way.
Alternative fuels overtook petrol in India's record August auto sales. From CNG gas distributors posting record volumes to battery cell manufacturers ramping up, here are the companies whose filings show they're ready for the shift.
As Russian and US diesel flows to Europe falter amid the Middle East conflict, Indian refiners are running above capacity and routing product to deficit markets. Here are six stocks positioned to benefit.
Sun Pharma agreed to Most Favoured Nation pricing in the US to delay tariffs. We dig into filings to find which Indian pharma companies face margin pressure — and which CDMOs stand to gain.
As Commerce Ministry meets exporters ahead of Goyal-Greer talks, company filings reveal which stocks have been hurt by tariffs and stand to gain from a deal.
The US is considering slashing China tariffs to 7.5% ahead of the September 24 Xi-Trump summit. India locked in an 18% rate in its own trade deal. We dug through filings to find the companies that explicitly cite their tariff edge over China — and now face the biggest risk.
The US announced tighter H-1B rules and paused immigrant visas, tanking IT stocks. But filings reveal a sharp divide: large-caps have quietly insulated themselves while smaller companies face real margin pain.