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Hello and welcome to Editor's Fix, a special daily podcast brought to you by Nalin Mehta,
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the Managing Editor of Money Control.
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This is a specially curated podcast that brings together the best of the days' exclusives
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from the stock markets, from the corporate world and the wider political economy from
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Money Control's 360 degree coverage.
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This voice has been generated using AI technology based on a voice clone of Money Control's
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Managing Editor Nalin Mehta.
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Reliance Industries Limited, India's largest company by market cap, has reported record
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annual consolidated profit of 95,754 crore rupees and revenue of 11.76 lakh crore rupees
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for the year-ended March 2026, growth in its consumer businesses and oil-to-chemicals
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operations lifted full-year performance, reports Money Control.
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The strong annual showing came despite a weaker March quarter amid the war in West Asia
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when profit declined amid pressure in energy businesses.
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It has been a difficult week for the markets, weighed down by a sharp sell-off in IT stocks.
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Infosys emerged as the worst performer among IT stocks on Friday, tumbling 6.92% to
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1,154 rupees and 80 pies, its lowest level in more than five years.
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The company reported modest revenue growth and a weak FY27 outlook spooking investors
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reports Shailin Agarwal.
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Money Control researchers Madhuchandadeh notes that uncertainty around when AI-led gains
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will meaningfully reflect in earnings is keeping sentiment fragile.
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Reshabshore and Debanganagosharite that the industry growth rate has slowed to single digits
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due to a multi-year slowdown.
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While deal winds continue, the pricing model has shifted to a fixed-price model raising
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concerns about future revenue growth prospects at major IT companies.
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Global tech giants, however, continue to double down on India.
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Google remains committed to India with investments in both infrastructure and talent.
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Cloud Chief Thomas Kurian told Vikers SN.
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The tech giant has already committed $15 billion over the next five years to build an
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AI hub in Visa Capatnam and has a headcount exceeding 10,000 in India.
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Another Comprovider Vodafone idea is expecting clarity on the reassessment of its adjusted
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growth revenue, AGR, Jews Soon, CEO Abhijit Kishore said.
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Danish Khan reports that the Department of Telecommunications had set up a committee
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to reassess these Jews.
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Meanwhile, Bharti Airtel's Chief Technology Officer, Randeep Sekal, told Danish that his
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company is in touch with its global suppliers and technology partners to assess and mitigate
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potential cybersecurity risks emerging from next-generation artificial intelligence
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systems, including Claude Mythos.
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Capital markets regulator Sabi is looking to set dynamic price bands for all F and O stocks
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if they are listed across multiple exchanges, reports Bruges Kumar.
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Currently, there is a structural gap between F and O stocks that are listed on both BSE
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and NSE due to differences in expiry cycles.
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One-air Ranjan Pies family office, Claipond Capital, is in the early stages of investing
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in popular Dosa chain Benay, reports Tusha Goenka and Chandra Ar Srikanth.
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The Mumbai-based chain is being valued at 350 crore rupees and started its operations
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Claipond Capital has previously backed Akhasa, Air and Zepto.
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Dharanthar Tu's Blockbuster run at movie theatres has almost single-handedly increased
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Bollywood's share of the overall box office writes Mariam Faroukwi.
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Dharanthar Tu's domestic collection stand at 1,158 crore rupees and worldwide at 1,790 crore
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It has a loan contributed more than 75% of March's total box office collections for Bollywood.
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And finally, as Sachin Tendulkar turns 53, Burya Majumdar examines what the master blaster
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continues to mean for India not just as a cricketer but as a unifying force for the nation.
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That's all for today's episode.
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Thank you for tuning in.
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If you have any feedback or topics you'd like to discuss, feel free to reach out to us.
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Until then, stay informed and stay ahead with money control.
