The episode discusses major developments in Indian business, including Sun Pharma's acquisition of Organon and Tata Trusts' upcoming meeting agenda.
India Inc is in the middle of a major transformation. Sun Pharma has acquired US-based Organon in the biggest-ever overseas deal by an Indian drugmaker. Tata Trusts are set to hold a crucial meeting on May 8, where issues such as a fresh term for N Chandrasekaran, the possible listing of Tata Sons, and governance matters may come up for discussion. Despite the West Asia war, early fourth-quarter earnings have surprised positively, with revenue growth hitting a three-year high and profits reaching a five-quarter peak. In capital markets, Acko is preparing for an IPO at a valuation of $2-2.5 billion. At the same time, AI-led disruption is reshaping IT and banking, driving stronger deal wins but also leaner hiring. Also inside: the surge in instant home services and how consumers are taking to them.
Topics covered
business transformation
mergers and acquisitions
capital markets
earnings growth
AI disruption
domestic help services
Keywords
Sun Pharma
Organon
Tata Trusts
Acko
IPO
AI disruption
domestic help
earnings growth
capital markets
Mentioned in this episode
Organizations: Sun Pharma, Organon, Tata Trusts, Tata Sons, Acko