Amid elevated gold prices, Titan logs 46% revenue growth in Q4; jewellery sales rise 52%Titan Co Ltd reported a strong 46 percent revenue growth in the March quarter of FY26. The jewellery division, a major contributor, saw sig...
FMCG watch: Kaustubh Pawaskar on what to expect from Trent, Marico, and Titan amid monsoon uncertaintyIndia's consumer market is recovering as the new fiscal year begins. However, investors are advised to be selective. Rising commodity price...
JP Morgan names Rahul Badhwar as India HeadJP Morgan has appointed Rahul Badhwar as its senior country officer for India, a critical market for its Asia Pacific operations. Badhwar, ...
JP Morgan taps HSBC veteran Rahul Badhwar as India country officerJP Morgan has appointed Rahul Badhwar as its senior country officer for India. Badhwar joins from HSBC, where he held global sales roles. H...
Prudent Monetary Policy; cyclicality of food inflation allows RBI to switch focus back to growth: Kaustubh GuptaInflation is expected to significantly decrease to around 4.45% to 4.5% in the next 12 months. This allows the Reserve Bank of India to shi...
Kaustubh Gupta on what MPC's rate stance means for inflation and growthI would say there is a little bit of debate that probably around the policy corridors. But given that the global uncertainties are around u...
Commodity prices key for future of Britannia, margin expansion focus, says Kaustubh Pawaskar, SharekhanBritannia's quarterly results were in line with expectations, showing higher-than-expected revenue. Margins remained strong, supported by s...
Expect ITC to recover as uncertainty is over: Kaustubh PawaskarKaustubh Pawaskar, DVP Fundamental Research at Sharekhan, expects ITC margins to consistently improve. Non-cigarette FMCG business, hotel b...
In 2-3 years, can the paints business account for 15-20% of Grasim profit? Kaustubh Pawaskar answersKaustubh Pawaskar of Sharekhan says "Grasim Paints poses a threat to smaller players in the paint industry, while Asian Paints' market shar...
JSW Group elevates Kaustubh Kulkarni as group head of bankingKaustubh Kulkarni has been appointed as the Head of Banking at JSW Group, in addition to his role as the Group Head of M&A and Strategic Fi...
Medium to long term outlook for FMCG companies strong, margin expansion to continue: Kaustubh PawaskarKaustubh Pawaskar says: “We should expect some improvement in demand from Q1 of FY2025 since inflation has also reduced and companies are p...
Seeing early signs of money coming back into Maruti, Eicher: Kaustubh Belapurkar, MorningstarMoney managers are still not gung-ho on auto sector yet, says Belapurkar.
Investor, manager focus has shifted to largecaps: Kaustubh BelapurkarCurrently it is the largecaps that are gaining more focus.
Time to cherry-pick in midcap space; don't go all in: Kaustubh BelapurkarWe are betting on domestic demand picking up in metals, says Kaustubh Belapurkar.
MF exposure to IT nearing an all-time low: Morningstar analystIT has been seeing continuous selling or not seen addition of fresh positions.
Mukand MD Rajesh Shah's son gets married, Mukesh Ambani joins the partyThe festivities began early for the Shah family with son Kaustubh’s wedding to London-based Radha Brahmbhatt earlier in October.
Rajesh Shah's son to wed model in Udaipur, Nita Ambani to throw bash at AntillaShah's son Kaustubh is all set to marry Radha Brahmbhatt, former Miss India Britain.