Solar Industries’ defence share may fall to 22-25% by FY30 after Omnia deal: JefferiesSolar Industries’ Omnia acquisition could reduce the defence segment’s revenue contribution to 22-25% by FY30, Jefferies said, while agricu...
16 Sep, 2026, 12.08 PM IST
With AI handing down verdicts, India's lenders ask who signs off on it: Finarkein CEOFinancial data moves rapidly through India's Account Aggregator ecosystem. Automated systems now process millions of data fetches each seco...
14 Sep, 2026, 01.03 PM IST
ETMarkets Smart Talk | Defence, power, EMS, AI proxies: Why FOMO is driving parts of the mid- and smallcap rally, says V SrivatsaThe valuation gap is becoming difficult to ignore. While the Nifty 50 is trading at around 21 times earnings, the Nifty Midcap and Smallcap...
14 Sep, 2026, 08.52 AM IST
ETMarkets Smart Talk | AI, defence, power: Investors need to be selective as valuations turn expensive, says Aditya KhemaniAditya Khemani, Head of Equities at Invesco Mutual Fund, believes investors need to be particularly selective at this stage. He cautions ag...
14 Sep, 2026, 08.30 AM IST
“Whether we leave anyone behind”: Sameer Nigam’s blueprint for PhonePe’s second decadeAt Global Fintech Fest 2026, PhonePe founder‑CEO Sameer Nigam framed the company’s first ten years as the construction of India’s financial...
11 Sep, 2026, 08.00 PM IST
The cookie jar: Rs. 403 crore of expected losses simply disappeared, and turned into profit. Nobody had earned a rupeeA provision is simply management's estimate of a future cost the company can already see coming: Repairs under warranty, a lawsuit it might...
11 Sep, 2026, 06.05 PM IST
Copper falls after report of White House hesitancy over tariff planCopper prices saw a notable decline following reports of no movements regarding potential tariffs. The White House is currently evaluating ...
10 Sep, 2026, 09.20 PM IST
Molbio Diagnostics shares rally 30% in 2 days, jump 80% since debut. What lies ahead?Molbio Diagnostics shares have surged nearly 30% in two sessions, extending their post-listing gains to around 80% from the IPO price. The ...
10 Sep, 2026, 12.19 PM IST
Jefferies says Adani Enterprises is the ‘platform behind platforms’ with 4 major growth leversJefferies retained a Buy rating on Adani Enterprises with a Rs 3,830 target, citing its infrastructure incubation model and strong growth p...
10 Sep, 2026, 11.50 AM IST
ET Alpha Wealth Summit: Decoding the next market cycle and where opportunities lieET Alpha Wealth Summit 2.0 will feature veteran investor Prashant Jain decoding the next market cycle and the opportunities it could presen...
09 Sep, 2026, 04.51 PM IST
AI's left hand begins to take away jobs before its right hand canIn response to soaring chip prices, Samsung India is downsizing its electronics division. The burgeoning demand for specialized chips fuele...
08 Sep, 2026, 03.26 PM IST
HAL, Astra Microwave, other defence stocks rally up to 4% after DAC clears Rs 1.10L cr proposals; Motilal picks 3 stocks to buyDefence stocks: The Defence Acquisition Council approved defence procurement proposals worth around Rs 1.10 lakh crore, with nearly 98% of ...
08 Sep, 2026, 09.29 AM IST
Want to build wealth? CA shares the simple Marwadi money rule behind their financial successCA Nitin Kaushik highlighted the Marwadi money rule of buying something only when you can afford it twice in cash. CA Paaras Gangwal shared...
07 Sep, 2026, 04.18 PM IST
Can Prasol Chemicals IPO deliver long-term growth for high-risk investors?Prasol Chemicals plans an IPO to raise funds for debt repayment and expansion. The company's revenue and profits have shown significant gro...
07 Sep, 2026, 06.42 AM IST
CBIC eases documentation norms under Eligible Manufacturer Importer schemeThe CBIC has simplified enrolment under the Eligible Manufacturer Importer scheme, cutting required documents from 10 to three. From Septem...
04 Sep, 2026, 04.38 PM IST
Reliance shares are down 17% despite soaring refining margins. What the market is missingDespite strong refining and petrochemical margins, Reliance shares have experienced a dip as the market focuses on long-term growth potenti...
04 Sep, 2026, 09.12 AM IST
Adani calls for new credit rating framework for transformational infrastructureIn a bold move, Gautam Adani has demanded a significant reform of the infrastructure rating models. He criticized current assessments for t...
31 Aug, 2026, 06.53 PM IST