The 12th edition of the India Risk Management Awards, celebrating ICICI Lombard’s 25th anniversary, invites nominations from large, mid, and small companies across various categories—including third‑party risk, cyber security, and AI Adopter of the Year. An eminent jury will evaluate entries, with the event presented by ICICI Lombard and CNBC TV 18
CNBC-TV18: https://youtu.be/sj659FAnTtw 15:47 (55s)
Mahindra & Mahindra posted a strong April 2026, with total vehicle sales climbing to 92,631 units (up from 82,281 YoY) and production reaching 95,276 units. Exports rose to 5,007 units. Electric SUV sales more than doubled, with the “Electric Origin SUV” selling 6,023 units and production at 5,594. New XUV7XO models sold 6,756 diesel and 1,873 petrol units. Utility vehicles performed well: Scorpio (13,963), Bolero (8,917), and Thar/Thar Roxx (9,492). EV three‑wheelers also grew, with Treo at 4,917 units and Udo at 3,527. Commercial vehicle sales increased to 26,401 units
thehindubusinessline.com 15:47
Forbes India, in partnership with Smartworks, showcases a GCC Leadership Exchange focusing on Bangalore’s transformation from support hubs to global command centers that drive strategy, innovation, and ownership, emphasizing the capabilities required for Indian leaders to influence the world
CNBC-TV18: https://youtu.be/dLcgk0YZADk 15:42 (30s)
Sunil Singhania argues that the Indian market isn’t truly bearish—mid‑cap indices have recently hit all‑time highs and large‑/small‑caps remain near peaks. He recommends a diversified portfolio rather than betting on a few themes. He is especially bullish on non‑banking financials (asset‑management, wealth, insurance, capital‑markets), cap‑ex‑linked industries, and metals, which are showing resilience. Foreign Institutional Investors (FIIs) may have retreated temporarily due to valuation concerns and global AI‑driven growth elsewhere, but they are likely to return as India continues to offer attractive opportunities. Regarding AI, Singhania sees it as a productivity driver rather than a job‑killer, echoing past tech disruptions that ultimately boosted India’s IT sector. In pharma, while a single drug breakthrough (e.g., semaglutide generics) isn’t enough to label the sector a “must‑buy,” he notes expanding opportunities in branded generics, biologics, CDMOs, and a growing domestic hospital network, highlighted by large M&A activity such as Sun Pharma’s acquisition. Overall, his stance is to stay diversified, target sectors with strong capex and financial tails, and view technological change as a catalyst for efficiency and growth
NDTV: https://youtu.be/hg7_WVYVnyQ 15:41 (296s)
Rail engineering firm Jupiter Wagons Ltd plans to boost revenues to ₹7,000‑₹8,000 cr by 2028‑29 through international exports of battery energy storage systems (BESS), wheelsets and freight wagons, and by entering passenger‑coach and metro‑train manufacturing via a partnership with a European rolling‑stock maker. Exports, currently <5% of sales, are aimed at 20‑25% of revenue, with BESS projects targeting 200‑500 MW and a ₹1,000 cr five‑year market. A new ₹2,700 cr wheelset plant in Odisha will begin production in 2027, with >50% of its 100,000‑unit capacity for export, especially to Europe, Southeast Asia and Africa. The company is also preparing to export 400‑500 freight wagons and expects a large Indian Railways tender for 30‑40 k wagons. A ₹1,000 cr coach‑manufacturing venture, slated for 2027‑28, aims to tap India’s demand for 10‑12 k passenger coaches and serve overseas markets. Together, these initiatives are projected to double revenue within three years
livemint.com 15:41
The BSE MD & CEO credits recent SEBI relaxations—like lower shareholder thresholds and flexible issue sizes—for a robust IPO pipeline, emphasizing India’s resilient economic trajectory despite global challenges and promising a repeat of last year’s strong IPO activity
NDTV: https://youtu.be/xXTadoUS8cQ 15:33 (92s)
Tata Consumer Products posted strong FY26 results—net profit up 21% to ₹419 cr and revenue crossing ₹20,000 cr with 15% growth—while emphasizing a pivot to digital and quick‑commerce channels, now accounting for 21% of Indian sales (62% YoY growth). Modern trade adds another 15%, making newer retail channels 36% of domestic revenue. Legacy market‑share metrics are being phased out. Growth brands such as Sampann, Tata Copper+, Capital Foods and Organic India now contribute 31% of India business, with Sampann exceeding ₹1,600 cr. The firm launched 80 new products in FY26, boosting innovation‑driven sales to 4.5% of total; wellness, convenience and premiumisation are core themes, highlighted by protein makhanas, Tata Simply Better, functional beverages, kombucha and canned coffee. FY27 outlook remains positive with double‑digit top‑line growth, EBITDA expected to outpace revenue (margin expansion of 50‑75 bps), pricing power and a net cash pile of ~₹3,000 cr. International revenue grew 11% (constant currency) despite shipping disruptions, and the company remains open to acquisitions, though it is selective about targets
thehindubusinessline.com 15:33
Despite the Iran‑War‑driven surge in crude to $85‑$95 a barrel, India’s economy showed resilience in Q1 2024‑25, with GDP around 7.4% YoY and surprisingly strong FMCG (≈6.3% YoY) and auto sales (30%+ growth). Rural demand remains robust, while urban FMCG growth slowed to ~2%. Leading indicators—diesel sales, non‑oil exports, and GSD collections—are already weakening, suggesting a potential slowdown. Economists project FY27 growth to fall to 6.5‑6.8%, with inflation likely edging above the 5% target (adding 30‑40 bp for each $10 rise in crude) and CPI‑impact of ~5 bp per rupee of petrol price hike. The current‑account deficit is expected at ~2% of GDP (≈₹80‑90 bn), translating to a BOP gap of $25‑$35 bn, putting continued downward pressure on the rupee. Risks include higher fuel prices, El Niño‑related crop stress, tighter financial conditions, and limited capital inflows until geopolitical tensions ease
CNBC-TV18: https://youtu.be/bB4BkSHMnIY 15:00 (1370s)
HILTON SANDESH AFCONS INDIASHLTR INDIGO
Accor aims to grow its Indian portfolio to 300 hotels by 2030, focusing on affluent domestic travellers who now power the luxury market. Chairman Gaurav Bhushan says the strategy isn’t reliant on inbound tourism; instead, the group is rolling out ultra‑premium and lifestyle brands such as Roswyn (all‑suite boutique hotels priced at ₹35‑40 k/night), The Hoxton, and Mama Shelter. With 74 hotels and ~15,000 rooms today, Accor has 60 properties in the pipeline and expects India’s branded hotel inventory to exceed 350,000 rooms in five years, driven by strong domestic demand that offsets weaker international travel. The company sees ample room for growth, especially in experiential, leisure‑focused hotels, and plans to expand its brand mix as the market evolves
livemint.com 15:00
The government rejected OlaApp’s allegation of a fuel shortage, confirming that petrol, diesel and LPG stocks are adequate and stating it does not regulate private CNG pricing. It pledged to investigate any malpractice. While acknowledging financial stress on both the centre and oil marketing companies (OMCs) amid global energy pressures, the government highlighted that a recent excise‑duty cut on fuel saves OMCs about ₹14,000 crore per month. No additional compensation is planned, and the combined monthly under‑recovery for petrol, diesel and LPG remains around ₹30,000 crore, which would have been higher without the duty cut
NDTV: https://youtu.be/lkM1iBQR5Ng 14:31 (101s)
Britannia Industries has moved its North‑American export manufacturing from Oman to its Mundra plant in Gujarat to mitigate disruptions from the West Asia crisis, including the Strait of Hormuz closure. The company is preparing a selective price hike—via reduced pack grammage and higher prices on larger packs—to offset about a 20% rise in fuel, packaging, and palm‑oil costs, while wheat remains deflationary. Despite rural demand softness, urban channels and quick‑commerce e‑commerce (now 70% of online sales, expected to rise to 85%) stay strong. The firm posted a 21.56% profit increase to ₹679.68 crore and a 7% sales rise to ₹4,685.95 crore for Q4 FY26, with FY26 consolidated revenue at ₹19,375.62 crore
thehindubusinessline.com 14:31
The video announces Suvendu Adhikari taking oath as West Bengal’s chief minister, the first BJP leader to hold the post since independence, and features a promotional segment emphasizing CNBC TV 18’s 25‑year legacy of guiding investors with market insight and expert analysis
CNBC-TV18: https://youtu.be/UztEp60XQRg 13:04 (182s)
Avi Sutton, a former associate at Wachtell Lipton (2013‑2022) who joined boutique investment bank LionTree in 2022, has been identified by sources as “CC‑2,” an unindicted co‑conspirator in a decade‑long insider‑trading ring that stole confidential M&A information from top law firms and generated tens of millions in illegal profits. The scheme, orchestrated by lawyers Nicolo Nourafchan and Robert Yadgarov, involved tips on about 30 pending merger deals, including Tim Hortons, Actelion, Qualcomm and Adevinta. While Sutton is not charged, prosecutors allege he supplied tips to the conspirators in exchange for money. Wachtell and other firms named as victims (referred to as “Law Firm F”) have cooperated with investigators, and LionTree has removed Sutton’s profile from its website after the indictment’s release
livemint.com 13:04
CashKaro’s co‑founders Swati and Rohan Bhargav discuss FY26 results—revenues up 72% to ₹600 cr with sharply reduced losses and ₹10,000 cr in partner sales. They attribute operating leverage to strong direct/organic traffic, tier‑2/3 adoption, and AI‑powered efficiencies in partnership onboarding, marketing, support, and fraud detection. The shift of brands toward performance‑based affiliate spend, higher commission rates, and a broad creator ecosystem (EarnKaro) fuels growth, while cash‑back becomes a habitual, value‑driven shopping behavior across India. Their defensibility lies in proprietary tracking, AI, and scale, backed by ₹250 cr funding from investors like Ratan Tata
CNBC-TV18: https://youtu.be/2nwrRf2Nv4E 08:00 (410s)
Testimony in the OpenAI lawsuit highlighted stark criticisms of both founders: witnesses said Elon Musk lacked the technical expertise to guide AI development and displayed a volatile temper, even threatening colleagues during a 2017 restructuring dispute. Former board members accused Sam Altman of repeated dishonesty, poor candor, and resistance to oversight, alleging he misled the board about safety reviews and fostered a culture of lying. Additional testimony from former CTO Mira Murati and adviser Shivon Zilis underscored internal chaos and communication breakdowns, while the trial’s focus shifted from contractual issues to the credibility and trustworthiness of the two CEOs
livemint.com 08:00
SHRINGARMS CGCL-RE
The contemporary ethnic wear brand House of Chikankari (House of Chicken Gari) secured ₹25 crore in Series A funding led by Cap Alpha Ventures to boost its omni‑channel presence, international reach, and artisan‑focused supply chain. Founded in 2020, the company blends traditional chikankari embroidery with everyday fashion, working with over 10,000 women artisans, serving customers in 20 countries, and achieving a ₹50 crore ARR. Founder Akriti Raval attributes 50 % FY‑26 growth to digital adoption, demand for craft‑centric daily wear, and strong D2C storytelling that drives high repeat rates. Challenges include a fragmented supply chain, longer production cycles, and maintaining quality at scale, which the brand tackles through ground‑level interventions. A robust D2C model fuels better margins, granular customer insights, and brand control, while offline stores are planned for key metros to offer tactile experiences. International sales, now 20 % of revenue, present a sizable opportunity as global consumers seek premium Indian craftsmanship. The brand targets 2–3× revenue growth over the next 2–3 years via channel expansion, loyalty programs, and deeper penetration of overseas markets
CNBC-TV18: https://youtu.be/t_hZZ1xbXwI 07:00 (454s)
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