The Supreme Court has concluded hearings in the Additional Tier-1 (AT1) bond write-down case involving Yes Bank, with a verdict expected soon. After the bank’s near-collapse in 2020, around ₹8,415 crore was written down, triggering lawsuits by investors. Yes Bank says it does not anticipate a material financial impact from the ruling.
Shankara Buildpro surged after its stellar listing, but the stock later crashed from INR460 to INR2,365 and then tumbled. The decline isn’t just market mood: analysts point to flaws in the business model, repeated strategy shifts, mismatches between reported performance and on-ground conditions, and concerns around corporate governance.
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An asset management company is planning to launch a ₹1,000 crore bond issue, aiming to be among the first movers in the debt market. The strategy banks on current liquidity conditions and signs of early investor interest, positioning the issuer to capture demand ahead of competitors.
IndusInd Bank’s CEO Sumant Kathpalia has stepped down more than a month after the bank’s crisis unfolded. While the leadership change is clear, investors still don’t know how large the underlying financial hole is—or how much long-term damage it could trigger, raising comparisons to past bank stress cases.
From Chandigarh to Bengaluru and Jammu to Mumbai, investors and entrepreneurs say Rahul Narvekar’s India Network used a promise of startup growth followed by a sudden disappearance, leaving many with mounting losses. The most striking twist: despite allegations and harmed backers, he continues to be invited as a speaker at startup events, including in smaller towns.
India’s market regulator has extended IPO approval deadlines by six months, aiming to cushion investors and issuers from market volatility. The relief is expected to protect over 500 billion rupees in potential listings tied to roughly 40 companies, keeping many deals from expiring while investor sentiment remains cautious.
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Ola Electric’s post-IPO reality is diverging sharply from the upbeat picture it painted before its listing. With continued service problems and fresh debt-raising moves, founder Bhavish Aggarwal faces another lackluster quarter. The company’s strategy for stabilising operations is now under a tighter investor spotlight as expectations reset.
Infosys board members are set to discuss upcoming leadership changes as CEO Salil Parekh’s current term nears completion. A two-year extension is widely expected to help manage succession planning and ensure continuity. With industry disruptions reshaping demand and technology spending, investors are watching closely to gauge stability and the direction of the company’s next chapter.
Indian Oil has been a steady earner for India Inc, contributing about 3% of profits, yet its market cap has barely moved for seven years. The gap between rising profitability and stagnant valuation raises questions about market confidence, pricing dynamics, and how investors view future cash flows for a state-linked energy giant.
Even as Salesforce expects its fastest revenue growth in three years, the software sector’s outlook remains shaky. Investors are spooked by AI disruption despite CEOs pitching proprietary data and in-house models. A broader selloff suggests promises aren’t enough; analysts want proof that AI can lift revenue and improve customer retention in upcoming earnings.
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India’s leading IT firms are facing a “textile-style” shake-up as AI disrupts their traditional labor-driven business. Reports point to shrinking billable hours, cooling investor confidence, and a sharp drop in the sector’s market weight on Nifty—now down to 10% over five years—raising fears of a deeper slide.
Meesho’s rise from a tiny start to roughly INR 10,000 crore revenue in eight years has fueled comparisons to an “Aam Aadmi’s Amazon.” Yet the key question for a potential IPO remains unchanged: like other high-growth unicorns, Meesho has not turned profitable, raising scrutiny over sustainability and investor returns.
HDFC Bank’s interim chairman Keki Mistry, 71, is attempting to calm jittery investors and customers by leaning heavily on personal credibility after the abrupt exit of his predecessor. The move signals a push to restore confidence in the bank’s leadership and stability, as the institution faces heightened scrutiny and the need to reset trust quickly.
Ola’s push toward a million EVs is being shadowed by warranty costs that far exceed both rivals and traditional automakers. The imbalance has investors and customers wondering whether the company’s growth is being underwritten by rising repair liabilities, and how long the higher costs can remain sustainable as EV volumes scale up.
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Shadowfax’s upcoming IPO looks set to deliver only modest listing gains, signaling caution over exuberance. The timing also matters: logistics has consolidated, and investors now scrutinize tech-enabled players more closely, with higher expectations shaped by lessons from earlier e-commerce-linked demand cycles.
After disrupting online shopping, many India New Age startups are shifting back to bricks-and-mortar. From Lenskart to Physics Wallah, they’re opening stores to build consumer trust through face-to-face service. The move is increasingly tied to how founders attract fresh investment, suggesting lasting growth may come from a counter, not only clicks.
Udemy cofounder Gagan Biyani has publicly vented about the company’s sale to Coursera, alleging that investor-driven decisions over 15 years contributed to a low exit. He says after a Series B round reduced founders’ stakes below 30%, investors appointed multiple “dud CEOs,” totaling seven. The sale reportedly valued Udemy at under $3 billion tied to its 2021 IPO.
Sadbhav Infra’s proposed remerger with its parent, Sadbhav Engineering, has reignited investor anger. Announced in October 2019 due to rising debt and dwindling profitability, the move effectively overturns the 2015 asset-ownership pitch that attracted investors at listing. For Sadbhav Engineering, the same restructuring is a clear win.
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A proposal revived by President Trump could let U.S. companies report earnings semi-annually instead of quarterly. Backers say it cuts costs and shifts focus toward long-term strategy, but investors and market players largely expect firms to keep quarterly reporting, fearing that changes could pressure valuations and weaken investor confidence.
Bengaluru-based Strata Small and Medium Real Estate Investment Trust has surrendered its licence, prompting fresh concern among investors. SEBI has advised caution, yet several issues around the REIT’s operations and outcomes remain unclear. With the regulator’s warning landing after the surrender, market participants are left seeking answers to what happened and what it means for their holdings.
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