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Strong Q2 Results : 2025-2026

Q2 FY26 Corporate Results – Key Highlights & Insights Here’s a summary of key Q2 FY26 results from leading Indian companies across manufacturing, automotive, and banking sectors, with updates on management commentary, triggers, and analyst outlook. Ador Welding Revenue: ₹281 crore (+4% YoY) Net Profit: ₹25 crore (+257% YoY) ROCE: 20%; highest operating margin in three years Key Factors/Updates: Margin improvement driven by cost control; strong infra/manufacturing order funnel; near debt-free balance sheet. Key Triggers Ahead: Infra and manufacturing capex uptick, automation orders, and global supply chain reforms. Management Commentary: “Growth to be supported by new project wins in core sectors; further automation investment and cost optimization on cards.” Focus on margin resilience and product diversification. Analyst View: Bullish – Broking reports highlight improving margin trajectory and stable balance sheet. Rerating possible if growth sustain...

Market Update : Week 1 November 2025

WELCOME TO THE WEEKLY BLOG ON INDIAN EQUITIES MARKETS  IMPORTANT CLOSE FOR THE WEEK GONE BY (Domestic Markets) Index Close Weekly Change Nifty50 25,492.30 -0.89% Sensex 83,216.28 -0.86% Nifty Bank 57,876.80 +0.17% Nifty Realty 450.90 -1.25% Nifty Pharma 15,485.20 +0.10% Nifty Finance 9,220.50 -0.50% India VIX 12.56 +3.37% USD INR 88.67 +0.02% Crude Oil ₹5,302/bbl -2.12% Gold ₹1,21,038/10g -0.20% Silver ₹1,47,728/kg -0.41% IMPORTANT CLOSE FOR THE WEEK GONE BY (International Markets) Index Close Weekly Change Dow Jones 47,156.00 -1.20% Nasdaq 25,226.75 -2.91% FTSE UK 9,678.50 -0.53% Nikkei 225 50,410 +0.20% FII/DII DATA FOR THE WEEK (Rs. Crores) Foreign Institutional Investors (FII): Net sellers of ₹3,263 crore Domestic Institutional ...

India at crossroads with the US : drawing parallels from JAPAN

The Japan Story — From Boom to Bubble to Lost Decades From Postwar Ruins to an Economic Miracle In the aftermath of World War II, Japan was devastated—its industrial base shattered, cities destroyed, and economy in ruins. The United States, driven by a strategic imperative to contain communism during the Cold War, stepped in not only with financial aid but also with institutional and policy guidance. This included: Breaking up powerful monopolies (zaibatsu) into smaller, competitive firms. Introducing Western management practices and corporate governance structures. Integrating Japanese industries into U.S.-led global supply chains. Japan's population, united by the pressing need to rebuild, embraced discipline and innovation. The result was extraordinary: by the 1970s and 1980s, Japan had become an industrial and export powerhouse — especially in cars, electronics, and precision machinery. An often-cited example of its economic moment: Tokyo land values were estimated to exceed th...