Sunday, 13 September 2026
gold: the next 12 months
A 39% rupee-gold year, a hawkish new Fed, a tripled import duty & what the next 12 months hinge on.
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21 Oct 2026Members
A bank that earns less on its loans, yet its margin went up
A mid-sized private bank from south India earned a record profit of about Rs 1,386 crore in the September quarter, up 45% from a year ago. The number I would underline isn't the… 3 min readRead 19 Oct 2026ResultsMembersinterest bill down 45%, profit up 119%: what six years of repaying debt did for a steel maker
about a third of this quarter's profit jump came from paying the bank less. here's the bridge, the debt chart, & the part that depends on steel prices. 5 min readRead 16 Oct 2026ResultsMembersutilisation 84% to 89%: how an it services firm grew operating profit 30% with fewer people
dollar revenue grew 6.8%, operating profit grew 30.4% & the margin rose for a twelfth straight quarter. here is how much of that can keep going. 4 min readReadEvery trading day
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