RPSGVENT.NSE News
Brief India: India Cuts Fuel Excise Duties: OMC Lifeline, Fiscal Casualty and more
In this briefing: India Cuts Fuel Excise Duties: OMC Lifeline, Fiscal Casualty Exencial Industry Tidings - 27-03-2026 Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 27 March 2026 Primer: National Infrastructure Trust (NIT IN) - Mar 2026 Cricket's New Asset Class: IPL Team's Billion-Dollar Valuation 1. India Cuts Fuel Excise Duties: OMC Lifeline, Fiscal Casualty India slashed excise duty on petrol by Rs 10/litre to Rs 3 and zeroed out diesel duty, effective 26 March 2026, under Notification No. 11/2026-Central Excise. With OMCs losing an estimated Rs 48.8/litre on blended marketing, the cut absorbs 30–40% of annualised losses, buying time without a retail price hike. The liquidity lifeline comes at a steep fiscal cost of ~Rs 1.55 lakh crore annually, and windfall tax offset on exports only partially compensates; watch whether crude stays above $100. 2. Exencial Industry Tidings - 27-03-2026 Basmati rice exporters severely impacted by ongoing West Asia conflict Fertiliser companies consider price bands in contracts amid global price surge Govt advises auto industry to optimise production amid energy crunch 3.
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Brief India: Exencial Industry Tidings - 27-03-2026 and more
In this briefing: Exencial Industry Tidings - 27-03-2026 Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 27 March 2026 Primer: National Infrastructure Trust (NIT IN) - Mar 2026 Cricket's New Asset Class: IPL Team's Billion-Dollar Valuation War of Quick Commerce for Home Services: Urban Company Vs Snabbit Vs Pronto 1. Exencial Industry Tidings - 27-03-2026 Basmati rice exporters severely impacted by ongoing West Asia conflict Fertiliser companies consider price bands in contracts amid global price surge Govt advises auto industry to optimise production amid energy crunch 2. Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 27 March 2026 We put out a Weebits note earlier this week, focused on electricity generation in Asia, what we tried to do there was just give you an idea of which countries seem most vulnerable when you look at electricity generation by source. We are not surprised that Iran is fighting back so resiliently as it has probably been planning for this for a long, long time.
cityfalcon.com
Brief Growth Ideas: Decentralized Identity: The Moment Has Arrived and more
In this briefing: Decentralized Identity: The Moment Has Arrived Evolution Data Centres: Scaling SEA Digital Infrastructure Growth (Initiation) Primer: National Infrastructure Trust (NIT IN) - Mar 2026 Cricket's New Asset Class: IPL Team's Billion-Dollar Valuation War of Quick Commerce for Home Services: Urban Company Vs Snabbit Vs Pronto 1. Decentralized Identity: The Moment Has Arrived Decentralized identity (DID) has not been about why but about when. With the mass adoption of crypto as the new financial rail and the rapid growth of the agentic web, the moment for DID has arrived. We estimate that spending on blockchain-enabled decentralized identity will reach $20B, driven by the digitalization of personal identity and the dramatic increase of AI agents. 2. Evolution Data Centres: Scaling SEA Digital Infrastructure Growth (Initiation) Strategic focus on high-growth emerging markets : Evolution Data Centres (or “EDC”) is a Singapore-based digital infrastructure platform exclusively targeting tier two Southeast Asian markets, specifically the Philippines, Thailand and Vietnam.
cityfalcon.com
Brief India: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 27 March 2026 and more
In this briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 27 March 2026 Primer: National Infrastructure Trust (NIT IN) - Mar 2026 Cricket's New Asset Class: IPL Team's Billion-Dollar Valuation War of Quick Commerce for Home Services: Urban Company Vs Snabbit Vs Pronto The Blockbuster Trap: How Big-Release Hype Creates Short-Term Tops in PVR INOX? 1. Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 27 March 2026 We put out a Weebits note earlier this week, focused on electricity generation in Asia, what we tried to do there was just give you an idea of which countries seem most vulnerable when you look at electricity generation by source. We are not surprised that Iran is fighting back so resiliently as it has probably been planning for this for a long, long time. With that, we published a second WeeBits written by our old friend, Jim Sillars, who gives you some context as regards where Iran is coming from and how they see themselves, which is something we think that's seriously missing from Western analysis and from Western media reports.
cityfalcon.com
Brief India: Primer: National Infrastructure Trust (NIT IN) - Mar 2026 and more
In this briefing: Primer: National Infrastructure Trust (NIT IN) - Mar 2026 Cricket's New Asset Class: IPL Team's Billion-Dollar Valuation War of Quick Commerce for Home Services: Urban Company Vs Snabbit Vs Pronto The Blockbuster Trap: How Big-Release Hype Creates Short-Term Tops in PVR INOX? CHARTING COURSE: U.S. Waves the White Flag, "Lucky Trades", and the War's Inflation Tax (3/26/26) 1. Primer: National Infrastructure Trust (NIT IN) - Mar 2026 Strategic Government-Backed Vehicle for Infrastructure Investment: National Highways Infra Trust (NHIT) is an Infrastructure Investment Trust (InvIT) sponsored by the National Highways Authority of India (NHAI), positioning it as a key instrument in the Indian government's asset monetization strategy. This strong parentage provides a significant competitive advantage through a robust pipeline of operational road assets and a favorable regulatory environment. Stable, Long-Term Revenue Visibility from Core Infrastructure Assets: The Trust's portfolio consists of geographically diversified, mature toll road assets with long concession periods (typically 20-30 years).
cityfalcon.com
Brief Growth Ideas: Primer: National Infrastructure Trust (NIT IN) - Mar 2026 and more
In this briefing: Primer: National Infrastructure Trust (NIT IN) - Mar 2026 Cricket's New Asset Class: IPL Team's Billion-Dollar Valuation War of Quick Commerce for Home Services: Urban Company Vs Snabbit Vs Pronto Primer: STORES (STORES JP) - Mar 2026 Primer: Zoomo (ZOOMO AU) - Mar 2026 1. Primer: National Infrastructure Trust (NIT IN) - Mar 2026 Strategic Government-Backed Vehicle for Infrastructure Investment: National Highways Infra Trust (NHIT) is an Infrastructure Investment Trust (InvIT) sponsored by the National Highways Authority of India (NHAI), positioning it as a key instrument in the Indian government's asset monetization strategy. This strong parentage provides a significant competitive advantage through a robust pipeline of operational road assets and a favorable regulatory environment. Stable, Long-Term Revenue Visibility from Core Infrastructure Assets: The Trust's portfolio consists of geographically diversified, mature toll road assets with long concession periods (typically 20-30 years).
cityfalcon.com
Brief India: MCX: Scaling New Heights. Maintain BUY and more
In this briefing: MCX: Scaling New Heights. Maintain BUY Trent: Favorable Risk-Reward Ratio, Upgrade to BUY Aditya Birla Lifestyle Brands: Recovery Remains Steady, Maintain BUY Accessing the Impact of Middle East Disruption on Metals & Mining Sector RPSG Ventures (RPSGV): Q3FY26 Update 1. MCX: Scaling New Heights. Maintain BUY MCX continues to deliver a compelling growth story, powered by new product launches, a stable technology platform, regulatory tailwinds, and rising commodity participation—further amplified by elevated volatility and discount broker integration As highlighted in our June 2025 report, bullion has risen as a major contributor to options trading, previously dominated by energy contracts, this shift unfolded over the last three quarters, with bullion contribution at ~57%/30% of options notional/premium ADTV in Q4FY26, a sharp jump from 25%/9% in Q4FY25 Options premium ADTV accelerated further in Q4 from a higher Q3 base, climbing to ~INR 106bn from INR 71bn, propelled by a robust +89% QoQ rebound in energy contracts and ~14% QoQ growth in bullion after it more than tripled in Q3.
cityfalcon.com
Brief India: RPSG Ventures (RPSGV): Q3FY26 Update and more
In this briefing: RPSG Ventures (RPSGV): Q3FY26 Update India’s Energy Sector ₹32,000 Cr Capex Surge: Decoding the Value Chain Nesco: Strong Q3FY26 Hormuz Shock: $79bn AUC (Asset Under Custody) Decline Marks Sharpest Drop Since Covid Bajaj Finance (BAF): Strong Q3FY26 1. RPSG Ventures (RPSGV): Q3FY26 Update Last couple of days saw big announcements coming ahead of the IPL 2026 season. Two IPL franchises - Rajasthan Royals (RR) and Royal Challengers Bangalore (RCB) - have been sold. RR has been sold at a valuation of INR 15000cr+, while RCB has been sold at a valuation of INR 16500cr+. This bodes well for RPSGV's 51% stake in LSG. This provides re-rating catalyst for RPSGV's stock that has been under pressure due to 53%+ stake in Firstsource Solutions , a BPO business whose valuation has been impacted by AI concerns. 2. India’s Energy Sector ₹32,000 Cr Capex Surge: Decoding the Value Chain India's power equipment manufacturers are collectively committing roughly INR 32,000 crore to new factories and capacity upgrades, the largest manufacturing investment wave the sector has seen in decades.
cityfalcon.com
United Spirits trades flat after ₹16,660 crore RCB stake sale; Sun TV and RPSG Ventures rally
The transaction marks a significant monetisation move by the company and is among the largest deals in the Indian sports franchise space
cityfalcon.com
Brief Consumer: Columbia Sportswear: Growth Meets Cost Reality—New Products and more
In this briefing: Columbia Sportswear: Growth Meets Cost Reality—New Products Interparfums: Inside the License Landgrab—How Off-White, Longchamp, & Goutal Could Reshape Growth! Primer: Taseco Air Services (AST VN) - Dec 2025 Gujarat Ambuja Exports ~ Leading The Turnaround Play For The Maize Cycle RPSG Ventures (RPSGV): Steady Performance in the BPO Business Despite Macro Challenges 1. Columbia Sportswear: Growth Meets Cost Reality—New Products Columbia Sportswear Company delivered a mixed financial performance in its latest quarter, reflecting both positive developments and challenges across its global operations. The company reported a modest 1% year-over-year increase in net sales to $943 million, surpassing expectations primarily due to accelerated shipments of fall wholesale orders. The wholesale segment grew by 5%, though this was partially offset by a 5% decline in direct-to-consumer (DTC) sales. 2. Interparfums: Inside the License Landgrab—How Off-White, Longchamp, & Goutal Could Reshape Growth!
cityfalcon.com