Can profits continue to be India Inc’s primary source of funds?

The Economic Survey for FY25-26, tabled in Parliament on Thursday, said India’s commercial sector is increasingly tapping alternative financing to offset a moderation in bank credit. Faster monetary policy transmission has made market-based instruments a viable alternative for large corporations, it said, adding that rising profitability has allowed firms to leverage internal resources for expansion,…

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Apollo Tyres’ margin upside looks capped, to weigh on stock

In a recent interaction with analysts at Motilal Oswal Financial Services, Apollo’s management said demand in India across most key segments stayed healthy in Q3, spanning both replacement and original equipment manufacturer (OEM) channels. Europe, however, told a different story: October saw some growth, but demand weakened in November, with momentum in core markets remaining…

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