Brief India: Primer: R R Kabel (RRKABEL IN) - Mar 2026 and more
In this briefing: Primer: R R Kabel (RRKABEL IN) - Mar 2026 Exencial Industry Tidings - 09-03-2026 Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 6 March 2026 How the Iran War Is Squeezing India's Fertiliser Sector? War and Peace: History Rhymes, But Which History? 1. Primer: R R Kabel (RRKABEL IN) - Mar 2026 R R Kabel is a leading Indian manufacturer of wires, cables, and fast-moving electrical goods (FMEG), poised to benefit from significant industry tailwinds. The company is the fifth-largest player in the Indian wires and cables market with a 5% market share and is a leading exporter. The company is undertaking a significant capital expenditure program of ₹1,200-₹1,450 crore between FY25 and FY28 to expand its manufacturing capacity, particularly in higher-margin power cables. This expansion is expected to generate an additional ₹4,500 crore in revenue at full utilization. While the wires and cables segment remains the core business, R R Kabel is strategically growing its FMEG portfolio, which includes fans, lighting, and appliances.
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Brief India: Exencial Industry Tidings - 09-03-2026 and more
In this briefing: Exencial Industry Tidings - 09-03-2026 Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 6 March 2026 How the Iran War Is Squeezing India's Fertiliser Sector? War and Peace: History Rhymes, But Which History? Middle East Risk Premium Is Back – The Commodity Shock That Reshapes Sector Winners 1. Exencial Industry Tidings - 09-03-2026 Tamil Nadu CM unveils 14-point roadmap for development of key sectors in next 5 years Novo's Semaglutide gains market share in India's weight-loss drug market N T P C reports 6.8% fall in conventional electricity generation in February 2026 2. Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 6 March 2026 Brent crude oil is currently at $84, it was up significantly from where it was just a couple of weeks ago and through most of 2025. But just to point out that the five-year average in Brent crude prices is $80, so at the moment this is not welcome, but not dire in terms of the price, we need to wait and see what happens.
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Brief India: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 6 March 2026 and more
In this briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 6 March 2026 How the Iran War Is Squeezing India's Fertiliser Sector? War and Peace: History Rhymes, But Which History? Middle East Risk Premium Is Back – The Commodity Shock That Reshapes Sector Winners APAC Healthcare Weekly (March 8) – Sino Bio, Antengene, Takeda, Sumitomo Pharma, ABL Bio, Glenmark 1. Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 6 March 2026 Brent crude oil is currently at $84, it was up significantly from where it was just a couple of weeks ago and through most of 2025. But just to point out that the five-year average in Brent crude prices is $80, so at the moment this is not welcome, but not dire in terms of the price, we need to wait and see what happens. Indonesian consumer prices came in at 4.8% for January and 2.6% on the core metric. The Indonesian core price excludes 49% of the CPI index such as food, energy and transportation, that 2.6% figure is a nonsense and waste of time.
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Brief India: How the Iran War Is Squeezing India's Fertiliser Sector? and more
In this briefing: How the Iran War Is Squeezing India's Fertiliser Sector? War and Peace: History Rhymes, But Which History? Middle East Risk Premium Is Back – The Commodity Shock That Reshapes Sector Winners APAC Healthcare Weekly (March 8) – Sino Bio, Antengene, Takeda, Sumitomo Pharma, ABL Bio, Glenmark Karnataka's Massive Policy Shift: Who Benefits the Most in India's Alco-Bev Sector? 1. How the Iran War Is Squeezing India's Fertiliser Sector? The Iran war has effectively severed India's primary LNG supply corridor, triggering output cuts at at least three domestic urea plants and a force majeure notice from Petronet LNG . LNG accounts for 80% of fertiliser sector gas demand in India. A prolonged disruption arriving just ahead of kharif planting risks higher subsidy burdens, costlier imports, margin compression for companies. Gas-Dependent urea producers (Chambal, GSFC, NFL, RCF) face near-term earnings headwinds; phosphate-focused names like Coromandel could face sulphur input inflation. 2.
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Smartkarma | How the Iran War Is Squeezing India's Fertiliser Sector?
» Smartkarma / by Nimish Maheshwari / Thematic (Sector/Industry) The Iran war has effectively severed India's primary LNG supply corridor, triggering output cuts at at least three domestic urea plants and a force majeure notice from Petronet LNG . LNG accounts for 80% of fertiliser sector gas demand in India. A prolonged disruption arriving just ahead of kharif planting risks higher subsidy burdens, costlier imports, margin compression for companies. Gas-Dependent urea producers (Chambal, GSFC, NFL, RCF) face near-term earnings headwinds; phosphate-focused names like Coromandel could face sulphur input inflation. » Get straight to the source on Smartkarma.
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Coromandel International signs MoU to set up Corporate Research Centre at the IITM Research Park
The centre will act as a hub for joint research programs, technology incubation, talent development and international collaboration and will enable Coromandel to leverage the innovation and technology infrastructure of the IIT Madras ecosystem in India and abroad.
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Murugappa Group’s former chairman Arunachalam Vellayan passes away
India Business News: CHENNAI: Arunachalam Vellayan (72), former Chairman of the Murugappa Group and Chairman Emeritus of Coromandel International, passed away on Monday af.
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Coromandel aims Rs 5K-cr crop protection biz, 25%-30% growth in FY26
Chennai: Coromandel International, a fertiliser and crop protection major, presents a strong growth outlook for FY26, with plans for business and topl.
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Jordan’s JPMC and India’s CIL sign decade-long phosphate supply agreement
LONDON (ICIS)--The Jordan Phosphate Mines Company (JPMC) signed a ten-year strategic supply agreement with India’s Coromandel International Limited (CIL). Starting April 2026, JPMC will supply...
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Indias agri-input sector unaffected by US tariffs
Coromandel International managing director & CEO S Sankarasubramanian said the company is targeting 1,200 stores across India by the end of this year
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