Mangalam Maloo

Kuku FM's Vinod Kumar Meena said AI has cut the time needed to develop some show scripts from about a month to five days, while allowing smaller teams to test new products and ideas far more quickly.

William Lee, Chief Economist and Managing Director of Global Economic Advisors discusses US Treasury yields, global credit demand, private credit, capital flows, emerging markets and the yen carry trade.

Ramneek Sehgal, Chairman and Managing Director of Ceigall India, said the company is targeting revenue growth of at least 15% in the current financial year and aims to outperform this target.

Anand Shah of ICICI Prudential AMC says India's wave of new listings is keeping stock valuations reasonable rather than signaling excess. He also flags a shift away from consumer brands toward disrupted sectors like autos and paints, and outlines a cautious but selective view on IT stocks.

Sandhya J., Group Chief Financial Officer (CFO) at Narayana Health, said the company continues to see an improvement in average revenue per occupied bed (ARPOB), although the increase has not been driven by pricing. The company took a low-single-digit price increase in January, but did not raise prices during the first quarter.

Texmaco Rail & Engineering MD Sudipta Mukherjee says the company's order book has crossed ₹11,200 crore, with private and export orders now making up over 70% of the mix. He expects 10-15% revenue growth this year and a recovery in execution after a weak first quarter.

Jasbir Singh Gujral, MD of Syrma SGS, expects EBITDA margins to remain around 10.5%, while exports continue to grow strongly. The consumer business is likely to stabilise at around 30% of total revenue.

ESDS Software Solution CMD Piyush Somani says data center shortage, not GPU supply, is the company's biggest growth risk after its blockbuster stock market debut. He declines to confirm street estimates of ₹400 crore and ₹700 crore net profit for FY27 and FY28, citing a $14 billion opportunity funnel instead.

IIFL Institutional Equities' Renu Baid Pugalia explains why Dixon Technologies remains her top EMS pick as India's new mobile manufacturing scheme takes effect. She breaks down projected export growth, margin targets through fiscal 2029, and how Dixon compares with Amber, Syrma and Kaynes.

Vivek Gupta, MD & CEO of United Breweries says premiumisation, better product mix and higher brewery utilisation will support margins, while policy reforms in key states are driving beer demand. He remains confident of double-digit revenue growth.