The Margin Note · 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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6 Oct 2026ResultsMembers
the synthetic rubber maker that sold less & earned 4x more
revenue up 39.9% yoy to a record, ebitda margin 22.3% vs 10.3% & profit after tax up 311% yoy, on 10-12% fewer tonnes. management says part of it was a windfall. here is how much, & what has to go right next.
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25 Sept 2026insurance
insurance commissions could be cut. who loses?
IRDAI's draft would shrink what banks, NBFCs & brokers earn for selling insurance, in some cases from about 45% of premium to 2%. Here's who earns less, who may gain & what to watch before the 25 October deadline.
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21 Sept 2026ResultsMembers
the abs maker that grew revenue 53% & profit 43% while its plant was already full
revenue up 53.3% yoy, profit up 42.9% yoy, zero debt since 2018 & a plant at 96% utilisation for five years. the growth came from prices & traded material, not tonnes. new capacity is due this month, & the benefit lands in fy28.
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