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Context is everything.
Detailed stories on technology startups, business and economic current affairs.
Detailed stories on technology startups, business and economic current affairs.
Editor's note: This is the eleventh edition of Street Smart, The Morning Context’s weekly newsletter on everything that impacts corporate India. Every Thursday, Street Smart will bring you an original, reported or analytical take on issues that have the potential to shake up the business ecosystem. Prince here. IndiGo’s stock falling a day after the announcement of its quarterly numbers is a rare occurrence. I looked for clues and found some in the analyst call addressed by its CEO Ronojoy Dutta. Equally curious was JSW Steel’s investment in JSW Paints, which again raised corporate governance concerns in a Jindal company. Let’s check why. Is IndiGo obsessed with market share? Being a CEO is a tough job. More so when one is at the helm of the largest company in the industry. Investors expect you to beat earnings forecasts, analysts pester you on margins and promoters, well, they want better revenues, margins, and of course, continued domination of the market. That is why when IndiGo CEO Ronojoy Dutta, responding to an analyst’s question on 27 July, hours after the airline announced its financial …
Editor's note: This is the eleventh edition of Street Smart, The Morning Context’s weekly newsletter on everything that impacts corporate India. Every Thursday, Street Smart will bring you an original, reported or analytical take on issues that have the potential to shake up the business ecosystem. Prince here. IndiGo’s stock falling a day after the announcement of its quarterly numbers is a rare occurrence. I looked for clues and found some in the analyst call addressed by its CEO Ronojoy Dutta. Equally curious was JSW Steel’s investment in JSW Paints, which again raised corporate governance concerns in a Jindal company. Let’s check why. Is IndiGo obsessed with market share? Being a CEO is a tough job. More so when one is at the helm of the largest company in the industry. Investors expect you to beat earnings forecasts, analysts pester you on margins and promoters, well, they want better revenues, margins, and of course, continued domination of the market. That is why when IndiGo CEO Ronojoy Dutta, responding to an analyst’s question on 27 July, hours after the airline announced its financial …
The JSW Steel founder is embarking on an unprecedented expansion, betting on Japan’s JFE and Korea’s POSCO to share the load. But rivalries, debt and market risks could complicate the plan.
A sharper growth push from Tata Steel is reshaping a long-running contest with JSW Steel and shifting the market’s loyalties. But can it keep its expansion-hungry rival at bay?
The company’s Q2 results show a belated revival in fortunes, suggesting an aggressive growth path in an industry shaken up by Grasim. The latter is feeling the pressure for the first time ever since it launched its paints business in 2024.
The JSW Steel founder is embarking on an unprecedented expansion, betting on Japan’s JFE and Korea’s POSCO to share the load. But rivalries, debt and market risks could complicate the plan.
A sharper growth push from Tata Steel is reshaping a long-running contest with JSW Steel and shifting the market’s loyalties. But can it keep its expansion-hungry rival at bay?
The company’s Q2 results show a belated revival in fortunes, suggesting an aggressive growth path in an industry shaken up by Grasim. The latter is feeling the pressure for the first time ever since it launched its paints business in 2024.
