Data from two top brokers indicate individual traders in equity derivatives may lose about ₹ 1.05 trillion in FY26, matching FY25, despite SEBI’s stricter limits on contract sizes and margin rules. The persistence suggests retail speculation remains a systemic risk.
Royal Stag, Pernod Ricard’s flagship, grew 5.2% in 2025 and displaced McDowell’s, which fell 0.9%, making it the world’s largest whisky brand by volume. Indian labels now account for over a quarter of global large‑spirit sales, with six of the top ten whisky brands hailing from India.
Despite 33% revenue growth and an ₹8,000 crn order book, Kaynes Technology’s stock has fallen nearly 60% from its October 2025 peak. InGovern’s report blames repeated guidance cuts, weak cash conversion, 125‑day working capital and disclosure omissions, showing that governance hiccups can wipe out billions in market value.
In its draft red herring prospectus, Jio Platforms warns that losing AI, cybersecurity and network engineers could jeopardise the success of India's biggest-ever IPO. Attrition is already over 21% and the firm is betting on higher pay and upskilling, but no guarantee those costs will protect growth.
A group of 29 minority investors has asked the Supreme Court to recall its June 8 arbitration order and be impleaded in the Jindal Poly Films dispute. They argue that excluding the 40,000 shareholders, who hold about 5% of the company, would undermine the representative nature of India's first corporate class action.
Researchers say ransomware group World Leaks posted over 200,000 Tata Electronics files, including alleged component designs for Apple and Tesla. Tata confirmed the incident, says operations are unaffected, while Apple is investigating and a ransom demand was reported.
May’s core‑sector index slipped to a seven‑month low of 0.5%, as petroleum products fell 8.7%, the steepest drop in 42 months, and coal output slid 9.3%. The dip was partially offset by an 8.7% surge in electricity generation, driven by extreme heat and renewable output.
Commerce Minister Piyush Goyal told a Delhi event he wants a US‑India trade deal wrapped before the temporary 10% tariff expires on July 24. He said securing a “first tranche” would give India a competitive edge over China and ASEAN rivals, but warned India won’t negotiate to a deadline.
Moody's Ratings says India's water governance, over 28 states, heavily subsidised pricing and sluggish sector reallocation, creates chronic shortages and exposes the budget to sustained pressure. Growing water‑intensive demand from data centres adds another strain, raising credit risk for the country.
Bank of Baroda's analysis of CMIE data shows private firms announced 71.3% of projects between FY23‑26, up from 54.2% pre‑COVID. The surge, led by power, transport and chemicals, signals a shift from government‑led to private‑led capex, with implications for policy focus and future growth drivers.
With the Strait of Hormuz shut for nearly four months, India’s May LPG imports from the US jumped 1,556% YoY, while LNG shipments surged to a record 0.91 mt. The shift diversifies supply but could raise freight costs, reshaping Asia’s energy trade dynamics.
You’re caught up.
That was all 11 stories in the 23 June issue.