Rs 12,000 cr orders, 30%+ ROCE: 2 stocks ‘powering’ India’s factory boom

Building India’s manufacturing capacity requires far more than adding generators and transmission lines.

While growth is seen staying strong, risks to the outlook remain significant, the World Bank said. (Image/Reuters)

World Bank raises India FY27 growth forecast to 7.1%

India’s steel expansion creates a clear volume opportunity for furnace-consumable suppliers, and two companies are sitting at different stages of that journey.

130%+ profit growth, 500 MT steel goal: 2 stocks riding India’s steel output boom

The carriers will subsequently submit their proposals to the civil aviation ministry, which will use the inputs to firm up the transition plan.

Airlines/Aviation

Centre puts Navi Mumbai shift on hold, gives airlines, AAHL more time to negotiate

30%+ profit CAGR, 30%+ ROCE: 3 SME stocks riding the AI and cloud boom

Effective GST rate falls to 13.13% from 14.55% after rate rationalisation

20%+ loan growth, half HDFC Bank’s valuation: 3 private banks to watch

FCNR(B) inflows may weigh on banks’ margins

5 investment themes, 20 stocks: How to ride India’s next capex boom

NTPC ramps up coal buys as stocks fall to 5-6 days-playback

AI raises the bar for data centre talent as high-density loads demand skills

Festive demand boosts white-collar hiring, despite broader jobs slowdown in Sept

Centre to set up new statutory logistics authority to streamline supply chain

Festive demand hopes push inventories to record high

Services output index to include education, healthcare

The non-imminent Indo-US trade deal

Stock Insights

HDFC Bank’s credit – to – deposit ratio was nearly 98% in the September 2025 quarter.

From 7.1% to 15.3%: HDFC Bank’s loan growth comeback is hard to ignore

In a mature company, zero debt usually means the business throws off enough cash to fund itself.

Almost debt-free, up 160%+: The fine print behind 2 smallcap high-flyers

India’s data-centre build-out is creating opportunities across both connectivity and physical infrastructure.

India’s Rs 16 lakh crore data centre supercycle: 2 stocks connecting & powering the boom

Top 3 Ranked Performers in Ashish Kacholia’s Portfolio in 2026

Top 3 Ranked Performers in Ashish Kacholia’s Portfolio in 2026

Nifty Metal Index, Nifty IT Index, Nifty Metal outlook

Monday Watchlist: IT, metal stocks in focus as FIIs build massive short bets

China’s Export Subsidy Withdrawal Sparks Valuation Re-Rating for Indian Abrasive Makers. (This is an AI-generated image)

China’s policy shift just boosted this industry. 3 stocks now chase higher margins

Adani Group Stocks

Reliance Group Stocks

Aditya Birla Stocks

Automobile Stocks

MARKETS

Dalio also said Japan has lent “a lot of money” to the US and now wants to take some of it back (Bridgewater Associates)

Ray Dalio warns China, Japan may cut demand for US Treasuries, flags risks of AI bubble

Stocks to watch October 7

Stocks to watch on Oct 7: Titan, Mphasis, JSW Cement, banks in focus ahead of RBI policy

Market breadth was positive, with 2,823 gainers against 1,555 losers on the BSE.

Indices gain as crude cools: Sensex, Nifty snap losing streak on oil retreat

Even rising global bond yields and concerns that the AI trade may be overheating may not be enough to trigger a meaningful rotation into Indian IT stocks.

IT rebounds, but AI clouds large-cap outlook

Nasdaq 100 gainers and losers today, Nasdaq 100 ytd performance, Nasdaq 100 ytd return, Nasdaq 100 losers, Nasdaq 100 winners

50 Nasdaq-100 stocks are either in the red or up less than 10% as index hits record high

Stocks making the biggest moves midday

Stocks making the biggest moves midday: Trent, RIL, Kotak, sugar and more

Economy

India Post’s pilot has reduced delivery time for products and helped farmers’ collectives save on warehousing costs.

India Post logs 60,000 FPO deliveries in Gujarat

Currency traders said that the central bank likely intervened through its dollar sales to arrest the sharp fall.

Rupee hits two-month low amid foreign outflows, higher oil prices

RBI may hike repo rate to 5.5%

RBI October MPC meet: 7 factors behind expectations of a 25 bps repo rate hike

World Bank raises India's growth forecast: India's economy grew 7.8% in FY26, faster than the 7.2% recorded in FY25.

World Bank raises India’s FY27 growth forecast to 7.1% from 6.6% earlier

India services PMI rises to 55.2 in September, hits 3-month high

The agreement still being “very rigorously negotiated,” she said, adding that the talks remain ongoing and the biggest sticking point is the trade imbalance that Washington wants to reduce. (Reuters)

India-US trade deal may have hit a 'plateau', says Nirmala Sitharaman

BUSINESS

Women's fashion remains the largest category for creator-led shopping.

Small towns drive 2.5x jump in Meesho’s creator-led sales

Although freshers account for 43% of registrations, working professionals constitute the larger share of learners.

AI upskilling turns the chapter: From freshers to leaders

Titan’s consumer business grows 25%; watches, jewellery lead growth

Honasa said it continues to deliver on its goal of EBITDA margin improvement.

Honasa Consumer sees margin gains, strong sales growth in Q2

The company expects its Healthcare business to grow in the mid-single digits, while Food and Beverages is expected to register mid-teens growth.

Dabur expects double-digit revenue, profit growth in Q2

Irfan Razack, chairman and managing director of Prestige Estates Projects

Rental income to top Rs 4,000 crore by FY30: Prestige Estates' Irfan Razack

Listing Soon IPOs

IPO News

For companies still posting large losses, the public-market test has prompted some to delay their listings.

Startup IPOs face profitability test as investors shift focus to fundamentals

Nityas Gems, Vishal Nirmiti IPO Subscription: Fully booked on day 3

Mutual Funds

In a roaring bull market, a concentrated PMS can run ahead, but PRIM’s diversified approach will usually hold up much better when things get rough.

PRIM’s edge: Timely rebalancing, smart use of SIFs & passive funds

6 international mutual funds reopen for lump sum, SIPs: Should you invest now?

Money Insights

3 Equity Mutual Funds That Fell the Most in 2026, and 3 That Outperformed

3 Equity Mutual Funds That Fell the Most in 2026, and 3 That Outperformed

Rs 5-Crore House, Rs 1-Crore Gold, Rs 2-Crore Corpus: Is It Enough for Retirement?

Screen Mutual Funds

Best Mid Cap Funds

Best Large Cap Funds

Best Tax Saver Funds

Top Return Mutual Funds

Best Index Funds

Best Multicap Funds

Best Child Funds

Top Retirement-Pension Funds

Personal Finance

UPI MDR charges: Why merchants may still prefer UPI over debit and credit cards

UPI MDR charges: Why merchants may still prefer UPI over debit and credit cards

A 10% co-payment means that the policyholder would bear 10% of the admissible claim amount, while the insurer would pay the remaining 90%, subject to the terms and limits of the policy.

Health insurance rules may change from 2027: Policyholders may have to pay 10% of claim

If MDR is applicable, splitting a single purchase into multiple UPI transactions does not change the underlying nature of the transaction.

UPI MDR: What happens if you split a Rs 20,000 bill into 10 payments of Rs 2,000 each?

Man invests Rs 5 lakh in Bitcoin, sees it grow 140 times; faces tax scrutiny, ITAT says this

Man invests Rs 5 lakh in Bitcoin, sees it grow 140 times; faces tax scrutiny, ITAT says this

Only interest adjustments for Post Office Savings Bank Accounts may be made using the HIARM menu. It is not possible to modify the "Principal" amount using the HIARM menu.

Post Office changes interest adjustment process for PPF, SCSS, MIS: What it means

The Income Tax Department treated the deduction claim as under-reporting arising from misreporting.

Taxpayer claims Rs 37.8 lakh deduction but faces 200% penalty: What ITAT says next

Weekend Reads

Who are the 12 super investors betting big on $5 trillion NVIDIA?

The ‘failed’ physicist who embraced risk, took a 40% pay cut, and won a Nobel Prize

Pension, rent, or SWP: Which income stream stays useful for a 25-year retirement?

Mahindra Vs. Tata: The battle behind Indian Air Force’s 60-plane tender

Why Saudi Arabia needs India for its Vision 2030 shift away from oil

NPS is getting a major makeover: PFRDA bets on UPI and new products to expand its reach

Arrived in US with $100, washed dishes – This CEO now runs a multi-billion-dollar tech firm

You paid for the property. It’s in your parents’ name. So who actually owns it?

2 Indian stocks up 205-690% as America builds more data centres and pipelines

‘Big Short’ investor Steve Eisman sees old Wall Street trick in AI. Is 2008 repeating now?

MOST READ

Gurugram Metro: New line to link key areas through 27 stations — route, latest update & more

Gurugram Metro: New line to link key areas through 27 stations — route, latest update & more

Mumbai’s 8-lane Versova-Bangur Nagar road may cut 50-minute trip to 15 minutes

Mumbai’s 8-lane Versova-Bangur Nagar road may cut 50-minute trip to 15 minutes

India’s Rs 16 lakh crore data centre supercycle: 2 stocks connecting & powering the boom

India’s Rs 16 lakh crore data centre supercycle: 2 stocks connecting & powering the boom

How India is facing 191 TWh electricity demand amid AI data center push

How India is facing 191 TWh electricity demand amid AI data center push

HDFC Bank to PNB: Motilal Oswal rates 6 banks ‘Buy’ as Q2 business updates roll in

HDFC Bank to PNB: Motilal Oswal rates 6 banks ‘Buy’ as Q2 business updates roll in

Tata Group rift: Govt concerned over public dispute, rules out intervention

Tata Group rift: Govt concerned over public dispute, rules out intervention

World

A new Pew Research Center survey shows a change in public opinion since the beginning of 2026 (AI generated)

54% of Americans now say data centers are bad for environment: Pew survey

Tax-exempt red diesel: Why Trump is allowing cheaper fuel for highway use

Global Market

bond yields today, bond yields explained, bond yields US treasury data points, bond yields markets, Bond yields, US treasury yields, 10-year yield, 30-year yield, earnings, US stocks

US stocks face 20% valuation hit if Treasury yield reaches this key level: Fidelity

US Treasury yields surge towards multiyear highs: Why stocks are still rising

Immigration

Immigrant fines

$1.8 million fines halted: Trump’s severe self-deportation policy suffers major legal blow

USCIS expands online immigration filing for H-1B, F-1 and Green Card applicants

Top Voices

Irfan Razack, chairman and managing director of Prestige Estates Projects

Rental income to top Rs 4,000 crore by FY30: Prestige Estates' Irfan Razack

ACKO General Insurance MD & CEO Animesh Das

‘Irdai reforms will force a DNA change in insurance distribution’: Acko CEO Animesh Das

Radhika Gupta, MD & CEO, Edelweiss Mutual Fund

Higher valuations in small-and mid-cap justified: Edelweiss Mutual Fund’s Radhika Gupta

Sadaf Sayeed, CEO, Muthoot Microfin

‘Banks more comfortable lending to MFIs amid surplus liquidity’: Muthoot Microfin CEO

Technology

Major operators already use AI/ML systems to detect suspected spam and alert customers.

Explainer: How TRAI’s spam flag rule has changed to curb pesky calls

Sennheiser Momentum True Wireless 5

Sennheiser Momentum True Wireless 5 review: When great sound isn’t enough

Can AI hack AI? How reasoning models are learning to bypass safety guardrails

Bitchat jack dorsey india

Why Jack Dorsey’s Bitchat messenger app was taken down in India: The controversy explained

Temple wearable

Temple launch soon: Deepinder Goyal clarifies form factor, subscriptions, and early access details

iPhone 18 Pro Max combines a larger display, pro-grade cameras, A20 Pro chip and Apple Intelligence.

iPhone 18 Pro Max review: How Apple is redefining what ‘Pro’ mean

FE PRINT

The Council will seek to restrict the power to arrest under GST.

Effective GST rate falls to 13.13% from 14.55% after rate rationalisation

Brands chase mass eyeballs to scale their marketing.

Wrestling with cricket Premium Story

Influencer marketing works because audiences value authenticity and familiarity.

Making transparency meaningful Premium Story

India Post’s pilot has reduced delivery time for products and helped farmers’ collectives save on warehousing costs.

India Post logs 60,000 FPO deliveries in Gujarat

Currency traders said that the central bank likely intervened through its dollar sales to arrest the sharp fall.

Rupee hits two-month low amid foreign outflows, higher oil prices

The authority will function as the apex institution for integrated transport and logistics planning, research, policy support and data analytics.

Centre to set up new statutory logistics authority to streamline supply chain

LATEST NEWS

Andhra Pradesh declares drought across 388 mandals as monsoon deficit crosses 53%

UK’s voice AI firm ElevenLabs strengthens foothold in India

Rahul, Priyanka Gandhi detained after 9-hour Opposition sit-in over SIR: Top developments

India’s defence boom enters execution phase: HAL, BEL, BDL and others face delivery test

Paramount-Warner Bros merger: What Skydance’s $110 billion deal means for Hollywood

Woman finds dead insect in juice bottle; consumer panel upholds Rs 1.25 lakh compensation

Who is Ashutosh Dixit? Fighter pilot with 3,500+ hours named next IAF chief

Tech jobs in India rise 17% YoY to 123,000 in October, highest in 18 months: Report

Airlines/Aviation

Govt in talks with airlines, OMCs as West Asia crisis pushes up ATF prices

Airlines/Aviation

NMIA adds transit hotel, expands catering capacity

Nobel Prize in Physics 2026: Who is Francis Halzen and what did he discover?

Rs 20L sent to closed loan account; consumer panel slams banks for ‘ping-pong blame game’

Dabur Q2 update: Double-digit growth expected as FMCG demand stays steady

Govt signs Rs 661.50 crore contract with BrahMos for Navy fire control systems, launchers

SME Growth Fund: Cabinet approves Rs 10,000 cr SME Growth Fund to boost expansion, tech

Tata Power adds 88,397 rooftop solar systems in Q2 as installations hit record

Historic denaturalization drive – Why is Trump govt targeting 40 foreign-born US citizens?

JP Morgan’s festive picks: Why Titan, Lenskart, LG Electronics, Pidilite top the list

Why Trent share price surged 13% today: Zudio parent posts 23% Q2 revenue growth

South Western Railway freight loading rises 5.9% to 4.41 million tonnes in September