Reema Tendulkar

Debasish Mishra, MD & CEO; DP Singh, Joint CEO and RS Srinivas Jain, Executive President and Chief of Strategy, Digital & Technology and Head-Investor Relations at SBI Funds Management discusses why mark-to-market movements affected quarterly profits, how yields improved despite regulatory changes, and why alternatives and PMS are emerging as the next growth engine. They also outline plans to become one of the largest listed alternative asset managers by 2030 while maintaining leadership in the mutual fund industry.

Anuj Kumar, MD & CEO of CAMS explains why recent yield pressure has largely stabilised and how business diversification is strengthening CAMS' long-term growth outlook.

Dixon Technologies expects exports, the Vivo joint venture and backward integration to drive growth over the coming quarters, even as higher input costs weigh on profitability. The company also expects Mobile PLI 2.0 to support future earnings once guidelines are announced.

Richard Yetsenga, Group Chief Economist at ANZ Research explains why oil prices could remain volatile until shipping through the Strait normalises, discusses the chances of a US-Iran deal, and outlines why investors are increasingly questioning the Federal Reserve's commitment to its 2% inflation target.

Rohan Verma, Joint Managing Director of MapmyIndia Mappls, said the company has strong revenue visibility for FY27, supported by an open order book that increased from around ₹1,500 crore to nearly ₹1,750 crore by the end of FY26.

Rohan Verma, Joint Managing Director of MapmyIndia Mappls, said the company has strong revenue visibility for FY27, supported by an open order book that increased from around ₹1,500 crore to nearly ₹1,750 crore by the end of FY26.

Abneesh Roy, Executive Director of Nuvama Institutional Equities remains bullish on Marico despite rich valuations, calls Nykaa's fashion business the biggest earnings surprise, and says Nestle India's recent stock correction is a buying opportunity rather than a reason to worry.

Sunil Bohra, Group Chief Financial Officer of Uno Minda, said the company expects second-half margins to improve as commodity cost pass-throughs take effect and volumes continue to rise.

Anurag Mantri, Executive Director & Global Chief Financial Officer of Glenmark Pharmaceuticals explains why Glenmark is confident of maintaining 21–22% margins, while highlighting strong growth prospects across India, emerging markets and Europe.

Dhiraj Agarwal, Managing Director of Ambit Investment Managers, expects a bottom-up market to continue, favouring selective opportunities in consumer discretionary, NBFCs, banks and pharma as earnings and demand trends remain supportive.