Savings Effect

GPT Infraprojects: Revenue Guidance - - Concall Update Management confirmed a higher revenue guidance for FY '27, expecting 27% to 30% growth, after missing the previous year's projection. The prior year's revenue guidance was missed due to West Bengal elections in March, which caused labor shortages and affected execution. The FY '27 guidance includes only Q4 numbers of INR30 crores from the acquired Alcon business, as it was merged effective January 1, 2026. Management expressed confidence in achieving the FY '27 growth, citing new contracts and labor returning to sites, with no anticipated execution risks. The order inflow guidance for FY '27 is approximately INR3,000 crores, with management confident in achieving this target.

Sansera Engineering: Guidance - - Concall Update Management expects CapEx for FY '27 to be similar to FY '26, which was INR 5,097 million, with investments directed towards expanding ICE capabilities and new ADS facilities. The ADS segment has a retained guidance of roughly INR 550 crores to INR 600 crores for the next year, with expectations for margins to move closer to 25-30% as the new facility reaches full utilization. The company aims for an overall revenue of INR 8,000 crores to INR 10,000 crores by the end of the decade, with a long-term strategic target of 40% of business from non-auto, Tech Agnostic, and xEV components, and 60% from auto-ICE. For the auto business, H1 FY '27 is expected to be relatively stronger than H2, aided by a favorable base effect. The energy storage solution program with a global OEM is expected to generate annual revenue between INR 80 crore to INR 100 crore.

Amagi Media Labs: Guidance - - Concall Update Management did not provide prescriptive quantitative guidance for FY27 revenue growth or margin expansion, but outlined focus areas and aspirations. For FY27, the company will focus on durable revenue growth, operating leverage, and cash conversion. The aspiration is to continue the trajectory of the last three years, balancing top-line growth with fiscal responsibility. For Q1, based on FY25 and FY26 averages, revenue represented about 22% of the full year and adjusted EBITDA about 11%. Current PAT margin levels are not considered steady state, with headroom and upside expected, and the company plans "ahead of the curve investments" in AI.

Tesla has opened its fourth showroom in India but has reportedly dropped plans to set up a manufacturing plant in the country. According to reports, the Elon Musk-led company skipped later rounds of discussions on India’s EV manufacturing incentive scheme, which offered import duty cuts from 100% to 15% in exchange for a minimum ₹4,150 crore investment.

Spotify eyes 150 million subscribers in India, has 'enormous opportunity', says top executive

RE-OPENING STRAIT WILL ENTAIL COUNTRIES PAYING: AMIN-NEJAD

A WAVE OF U.S. TECH LAYOFFS IS HITTING INDIAN H1B VISA HOLDERS HARD, WITH MANY FACING A 60-DAY DEADLINE TO FIND A NEW JOB OR RISK LOSING THEIR LEGAL STATUS TO STAY IN THE COUNTRY

IRAN AND OMAN DISCUSSING A PERMANENT HORMUZ TOLL: IRANIAN ENVOY

SEBI proposes new rules for setting opening prices of re-listed stocks to make price discovery more fair

SEBI proposes new rules for setting opening prices of re-listed stocks to make price discovery more fair

Maruti Suzuki India on Thursday said it will increase prices across its model range by up to ₹30,000 from June 2026, citing continued pressure from rising input costs and a challenging cost environment. In a regulatory filing, the company said the price revision would come into effect from June 2026, adding that the exact increase would differ across models.