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by Karnivesh | 2026 Ambuja Cements’ story is one of reinvention. For decades, it was known as a quiet, disciplined cement maker efficient, respected, but rarely aggressive. Founded in the early 1980s, Ambuja built its reputation on cost control and logistics innovation, even pioneering bulk cement movement by sea when the rest of the industry relied on roads and rail. Under global parentage, it remained stable and sustainable, but growth was measured and cautious. That changed dramatically in...

by Karnivesh | 23 February 2026 When India’s Finance Minister talks about GDP growing at 7% plus, corporate boardrooms immediately translate that into a question: “What does this mean for our top line over the next three years?” In India today, the answer is: quite a lot because for the first time in years, corporate revenues and profits are tracking macro growth instead of lagging it. GDP and corporate top line India’s real GDP is estimated to grow 7.4% in FY 2025–26, with nominal GDP (after...

by Karnivesh | 2026 The week of 16–20 February unfolded not as a dramatic turning point for Indian equities, but as a moment of pause, reflection, and quiet validation. After weeks of strong moves driven by the Union Budget and the RBI’s policy stance, the market chose to consolidate rather than surge ahead. Prices moved, but without urgency. The Nifty hovered in a well-defined range, ending the week near 25,571, signalling that investors were comfortable holding ground at higher levels while...