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.
India secures preferential tariff access in US bilateral trade deal targeting $500 billion. We dig into filings of textile, pharma, chemical, and auto component exporters to find the biggest winners.
As global brands shift supply chains away from China and India signs FTAs with the UK and EU, these five textile exporters show the strongest filing-backed evidence of capturing new market share.
Commerce Minister Goyal says an India-US trade deal could be signed by July. We dug into company filings to find which export-heavy stocks have bled the most from tariffs and stand to gain the most when duties come down.
India's metal companies posted the strongest Q4 FY26 earnings growth — JSW Steel, Jindal Steel, Vedanta, SAIL, and Hindalco all reported surging revenues and EBITDA driven by capacity expansions and record production volumes.
The US has proposed a 12.5% tariff on Indian goods amid ongoing trade talks. We dig into company filings to identify which NSE-listed exporters carry the highest US revenue exposure and what management is saying about the threat.
An additional 12.5% US duty on India threatens export-heavy companies across pharma, chemicals, textiles, and engineering. We dig into filings to find who has the most American revenue at risk.
US Secretary of State signals an end to India's Russian oil waiver. We dig into filings from CHENNPETRO, MRPL, Reliance, BPCL, IOC, and HPCL to find who is most exposed — and who might actually benefit.
The India-Oman trade pact went live June 1 with duty-free access for 99% of exports. While headlines focus on textiles and jewelry, four small and mid-cap companies with existing Oman operations — from fish protein plants to copper mines — are positioned to capture disproportionate gains.
The government cut the Special Additional Excise Duty on diesel, petrol, and ATF exports. With Indian refiners processing record volumes but earning compressed margins, this policy shift could meaningfully improve profitability for IOC, MRPL, BPCL, Chennai Petroleum, and Reliance.
The India-US interim trade agreement is set to slash textile tariffs that have crushed export margins for over a year. We dug through filings of 6 textile exporters to find who stands to gain the most.
Air India cuts 22% of domestic flights, IndiGo trims routes as ATF costs surge. Which stocks benefit from the airline crunch? Five companies with strong filing evidence.
India's new FTA with the EU eliminates 8-12% tariffs on textiles and opens a $572B medical devices market. We dug into filings to find which companies are best positioned.
A 40% slump in H-1B approvals seems like bad news for Indian IT stocks, but company filings reveal the biggest firms have already restructured their delivery models to reduce visa dependency.
The India-US trade deal has shifted from tariff negotiations to supply chain security. These 5 critical minerals companies stand to gain the most from the strategic reset.
Standard Chartered predicts RBI rate hikes from June. Filing data reveals which banks benefit from repo-linked repricing, which NBFCs face margin pressure, and two unexpected winners.