Things I compiled yesterday as part of my stock research activities.
🟩 Tata Motors EV bookings jumped 25-30% since the West Asia crisis began in March 2026.
4 retail fuel hikes in 10 days seems to have accelerated the consumer shift to EVs.
Monthly output of Tata Motors is ~10,000 EVs; company plans to scale to 15,000 in 3-4 months.
Tata Motors Market share slipped to ~40% in FY26. It was around 55% in FY25.
🟩 HPCL, BPCL, and IOC have seen daily losses ease after 3 staggered fuel hikes since May 15.
Before the hikes, combined under-recovery was running at ~₹1,000 crore/day.
First hike of ₹3/litre alone cut losses to ₹750 crore/day, a 25% reduction from the pre-hike level.
Cumulative hikes are ~₹4.8/litre on petrol and diesel. Losses still persist. Around ₹600.day.
🟩 India’s power transmission sector gets ₹9 trillion in government-committed capex through 2032.
Power Grid Corp alone is deploying ₹1.08 lakh crore in FY26-28.
India’s HVDC market is projected to double to $31B by 2035.
Beneficiaries: KEC International, CG Power, ABB India, BHEL, Siemens Energy.
🟥 India’s TV ad market share has fallen to 27% in FY26. Digital now commands 44%.
Zee Entertainment’s net profit fell 25% in the first nine months of FY26 versus the same period in FY25.
About 50 channel licenses have been surrendered over the past three years.
DTH subscriber base is declining.
🟩 VinFast’s Green SM has launched 1,000 electric cabs in Delhi-NCR.
Fleet target is 15,000 vehicles across Indian metros by December 2026.
Fares start at ₹8/km; driver partners are offered ₹40,000/month.
It enters the market filling the gap left by BluSmart’s suspension earlier this year.
🟥 India’s summer beverage season is being crimped by an aluminium can crunch.
Iran’s Hormuz blockade and BIS import certification norms tightened supply simultaneously from early 2026.
Beer makers face a shortfall of 120-130 million 500ml cans this season versus last year’s supply levels.
Domestic manufacturing capacity is running 20% below current market demand.
Hindalco emerges as the structural beneficiary as beverage companies are forced to prioritise domestic sourcing.
🟥 VFS Global is under scrutiny after EU inspection reports flagged data lapses, fake slots, and visa shopping.
Issues were documented across assessments by 11 EU member states between 2020 and 2025.
A 20-member EU delegation visited India specifically to address these shortcomings.
Over 1 million Indians now apply for Schengen visas annually through VFS, more than double the pre-pandemic level.
Stricter EU oversight of external service providers could structurally challenge VFS’s near-monopoly on Indian Schengen processing.
🟩 India’s gross FDI hit a record $94.53 billion in FY26, up 17% from $80.62 billion in FY25.
A new all-time high. Net FDI, however, was just $7.65 billion after repatriations and outbound investment.
India’s share of global FDI inflows has roughly doubled over the past decade.
A gross-to-net gap of $87 billion signals India attracts capital efficiently but struggles to retain it. A difficult problem to solve.
FINVEZTO.COM | One-Wealth Building System. For Life.
Disclaimer: Anand Ganapathy K is a SEBI-registered Research Analyst with SEBI registration number INH000016630. This post is purely for learning purposes. We do not recommend buying or selling stocks mentioned in this newsletter. Securities market investments carry market risks. Kindly review all related documents before investing.