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Dabur hints calibrated price hikes amid inflation, focus on cost optimisation to protect margins
The company is navigating an inflationary environment, with rising crude oil prices amid the West Asia conflict adding to cost pressures across the supply chain, said Dabur India CEO (India Business) Herjit Bhalla during the post-earnings investor call last week.
Higher loan EMIs for these HDFC Bank borrowers: Bank increases lending rates by up to 15 bps; check new interest rates here
HDFC Bank has announced a rise in its Marginal Cost of Funds-based Lending Rates, set to take effect on November 7, 2026. This increase impacts all loan products tied to this rate, such as home and personal loans, with an increase ranging from 5 to 15 basis points based on loan duration.
Chipmaker Infineon forecasts strong 2027 growth on data-centre demand
The German chipmaker reported fourth-quarter revenue of €4.706 billion ($5.28 billion) and a segment result of €1.119 billion, yielding a segment margin of 23.8%. For the full fiscal year, revenue rose 12% to €16.353 billion, while adjusted free cash flow reached €1.925 billion.
Over 1,300 anti-cancer drugs to get cheaper
India's National Pharmaceutical Pricing Authority is set to cap trade margins on anti-cancer drugs starting November 2026. The initiative aims to save around ₹2,500 crore annually for cancer patients. The list includes 1,366 drug brands, with substantial price reductions for several high-cost medications. However, some patented drugs will maintain their prices despite the changes. Patients and medical institutions are directed to display revised prices prominently.
India's sugar mills face margin squeeze as ethanol production restrictions and rising costs hit profitability: Crisil
India’s sugar mills may see decreased operating margins due to factors like rising sugarcane prices and production restrictions. The shift to C-heavy molasses for ethanol is expected to affect profitability negatively. While sugar prices are firm, they may not fully offset the losses from reduced ethanol sales. Demand and realisations might support a modest growth in operating income for this fiscal year.
Cancer drug prices revised from today; patients may save Rs 3,540 crore annually
The government has revised the prices of 1,364 anti-cancer medicine formulations effective from November 9. This decision aims to limit trade margins and reduce consumer costs for cancer drugs. According to official reports, this measure is expected to save consumers Rs 3,540.38 crore each year.
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Cancer drug prices to fall by up to 96% from November 9; consumers set to save Rs 3,502 crore annually
Starting November 9, consumers in India will benefit from significantly reduced prices on 137 anti-cancer drugs. The government has capped trade margins on these medications, leading to an estimated annual savings of Rs 3,502.31 crore for consumers. Price reductions have been reported across 1,225 formulations, with some reductions exceeding 50 percent.
LIC to step up focus on non-par savings, protection products
Life Insurance Corporation of India is enhancing its focus on non-participating savings and protection products. This strategy aims to continue improving profitability amid weak equity market sentiment impacting ULIP sales. The non-participating savings segment saw a significant margin increase, contributing to overall growth.
Honasa Consumer revenue grows 36% in Q2, highest since listing
The company’s net profit rose 87% to Rs 73 crore in the second quarter of FY27, compared with Rs 39 crore in the year-ago period. Earnings before interest, taxes, depreciation, and amortisation (Ebitda) nearly doubled to Rs 93 crore from Rs 48 crore a year earlier, while the Ebitda margin expanded to 12.7% from 8.9%.
China's rising yuan squeezes exporters, raises concerns over jobs and growth
China's strengthening yuan is squeezing exporters' profit margins, raising concerns over job losses, weaker exports and slower economic growth. Beijing faces a policy dilemma as international pressure to let the currency appreciate clashes with domestic manufacturers' need for a competitive exchange rate.
Berger Paints Q2 profit lags revenue growth on higher costs
Berger Paints India recorded a consolidated net profit of ₹217.1 crore for the September quarter. Revenue from operations increased by 13.2% to ₹3,200.4 crore during the same period. The profit growth was affected by rising raw material costs and increased advertisement spending, leading to squeezed margins. Consolidated earnings before interest, tax, depreciation and amortisation rose to ₹370.7 crore. The company implemented staggered price hikes to address ongoing raw material inflation.
ET Graphics: Inside India’s factories — Jobs, pay, margins
More than 40% of India's factory workers are employed on contract, while women account for less than a fifth of directly employed workers, with jobs concentrated in a few southern states. An analysis of the Annual Survey of Industries also finds that profits claim half of factories' value added, against a third for wages.
ETtech Explainer: How House of Nykaa is emerging as a growth and margin driver
On Wednesday, Nykaa announced plans to acquire an 82% stake in Simply Nam for up to Rs 33 crore, bringing the brand into its House of Nykaa portfolio as it looks to tap into consumer segments beyond its core marketplace business.
Berger Paints to hike prices as rising raw material costs squeeze margins
Berger Paints India has reported a rise in profit driven by strong performances in several divisions. The company plans to raise prices and implement cost-efficiency measures in November to safeguard margins. Despite these efforts, escalating raw material costs and forex volatility may pressure near-term margins. Revenue has increased year-on-year, but expenses have surged even more significantly. The industrial segment has shown high volume growth despite declining margins.
Mahindra rides the SUV boom, but margins feel the cost squeeze
Mahindra & Mahindra reported a 25% increase in consolidated profit driven by strong SUV sales. The company's auto business grew significantly, while the farm division faced challenges with lower tractor volumes. Despite the overall profit growth, rising commodity costs pressured operating margins in the auto sector. Additionally, Mahindra's finance and technology divisions contributed positively to the overall performance.
Russia's service sector stagnates, output rises marginally in October
Russia's service sector showed minimal growth in October, with a decrease in orders for the first time in three months. New businesses also fell, indicating a concerning trend amid declining export demand. Employment exhibited a marginal increase after a prolonged period of job cuts across the economy. Input cost inflation rose as firms adjusted selling prices to manage higher costs.
Cummins India shares crash 15% after Q2 net profit falls 19% YoY, margins take 680 bps hit
Cummins India shares plunged after the company reported a 19% year-on-year decline in Q2FY27 net profit, while EBITDA margin contracted sharply. Higher commodity and freight costs, along with an unfavourable product mix, weighed on profitability despite growth in domestic sales and exports.
Figma banking on AI credits, in-house model to lift margins
Figma is leaning on cashing in on its AI features through credits and using its first-party model to power tasks on its design software platform to bolster its margins, finance chief Praveer Melwani told Reuters on Wednesday.
Lenskart outlines roadmap for 25% Ebitda margin, says growth will take priority
In its shareholders' letter for the July-September quarter, the company said its strategy centred on controlling the entire value chain, from manufacturing frames and lenses to selling products directly to consumers, allowing it to retain margins otherwise distributed among suppliers and retailers.
China Services PMI slows to three-month low; what lies ahead for Chinese stocks?
China’s services sector expanded at its slowest pace in three months as rising costs and intense competition squeezed margins. The weaker PMI and declining business confidence may weigh on Chinese equities, although sustained growth in export orders offers some support.
Titan Company Q2 results preview: Profit may rise up to 27% YoY; jewellery growth, margins in focus
Titan Company is set to release its financial results for the quarter ending September 30, 2026. Brokerage forecasts suggest revenue growth could range from 18.8% to 27% compared to the previous year. Additionally, a substantial year-on-year profit increase of around 27% is anticipated. Key focal points will include jewellery performance, margins, and the growth trajectory of CaratLane, with brokerages recommending a buy on Titan shares due to potential upside.
Arisinfra Solutions reports 110% rise in H1 net profit to Rs 42.9 cr
Arisinfra Solutions reported a 110% jump in first-half profit as revenue and operating margins improved. Strong growth in contract manufacturing and its Developer as a Service business helped the company post its highest-ever quarterly profit.
Marico sees sustained growth momentum, raises FY27 margin outlook
Marico experienced significant revenue and profit growth in the September quarter due to robust demand. The company's foods and premium personal care segments led this growth, supported by reduced input costs. Marico raised its Ebitda margin outlook, anticipating continued strong demand in the future. International business performance is improving in markets such as Vietnam and the Middle East, contributing to overall growth.
Indian oil refiners expect healthy margins amid global supply disruptions
A combination of these factors offer Indian refiners an opportunity to capitalise on stronger diesel, gasoline and aviation turbine fuel (ATF) cracks. Reliance Industries (RIL), Bharat Petroleum Corporation (BPCL), Indian Oil Corporation and Hindustan Petroleum Corporation (HPCL) reported record refining performances in the September quarter (Q2) and expect the run to continue.
US stock futures mixed as Apple falls on margin warning, midterm results awaited
U.S. stock index futures reflect a mixed response as crude oil prices trend upwards ahead of midterm election outcomes. Apple's shares took a hit following its announcement regarding rising costs and potential holiday-quarter margin impacts. Despite Palantir Technologies exceeding revenue estimates, its stock plummeted post-results. Analysts are warning of heightened market volatility depending on elections and government expenditure.
Retailer Zalando launches AI shopping agent as margins squeezed
Zalando has launched its inaugural AI shopping agent, aiming to refine its online retail experience significantly. This innovative platform enables users to shop across various online stores using intelligent AI assistants. Although shares dropped by 5%, the company saw a revenue uptick of 5.1% in Q3. However, the gross profit margin decreased due to heightened investment in technology and infrastructure as competitors embrace AI amid rapid industry transformation.
Reliance Retail says profit margins will improve from next year as its online business investments pay off
With ongoing investments in ecommerce, Reliance Retail expects better Ebitda margins. The company is enhancing dark stores to ensure quicker delivery times and adapting retail spaces to cater to online shoppers. Although recent reports indicate a decrease in net profit, digital commerce still surged by 42%. Jeyandran Venugopal, the chief executive, expresses assurance in maximizing current assets for growth while steering clear of extravagant competitor expenditures.
Low-sugar fizz, high-cost squeeze: Varun Beverages battles margin pressure
Varun Beverages reported a contraction in gross and EBITDA margins during Q3 CY2026 despite strong revenue growth. The company's revenue from operations increased significantly, driven by robust sales volumes and premium product offerings. Higher packaging costs and a rise in costs of raw materials negatively impacted their margins. However, the shift towards low-sugar products positively influenced sales volume contributions.
Meesho sees near-term margin pressure as it reinvests in growth
The value commerce platform’s September quarter results on Wednesday showed its contribution margin rising to 6% of net merchandise value (NMV) in the second quarter of FY27 from 4.6% in the April-June period. Contribution margin is the income after deducting direct, order-linked expenses.
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