Markets by Zerodha
@zerodhamarkets
Your go-to place to understand what's happening in the Indian stock market and why. No drama, no nonsense — just insights.
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We dug through 19 earnings calls across 11 industries to find the sharpest insights for this edition of "The Chatter." Here’s a sneak peek at 7 standout comments from India's top companies 🧵
From pricing resets and tariff shocks to margin defenses and AI pivots — the latest Chatter decodes what India’s biggest companies are really saying. 📩 Read the full issue here: thechatterbyzerodha.substack.com/p/the-chatter-…
Akzo Nobel on choosing margins over market share — and winning
JSW Steel on India’s steel appetite isn’t just growing — it’s racing ahead of current capacity.
Infosys is modeling extreme uncertainty into their FY26 playbooks
India’s biggest FMCG player is going on the offensive. "now is the right time to dial-up investments"
