Over 500 companies in India will announce Q1 earnings for FY26 next week, including major entities like Bharti Airtel, LIC, BSE, Titan, Adani Ports, SBI, DLF, Hero MotoCorp, BHEL, and others. The report highlights a wide range of sectors, including telecom, finance, manufacturing, and energy.

US President Donald Trump's 25% tariffs on PVs and auto components have triggered significant stock movements in Indian auto and auto-related companies. Companies like Tata Motors, Samvardhana Motherson, and Sona BLW Precision Forgings saw sharp declines due to fears of indirect impacts on their customers and global supply chains, while others like MRF and Eicher Motors experienced smaller drops. The tariffs, initially focused on PVs, now indirectly affect auto components, raising concerns about global market dynamics.

HDFC Securities released stock recommendations for several companies, including a 'Buy' call on Cummins and 'Add' for Alkem Labs, SAIL, Birlasoft, and Suprajit Engineering. Bajaj Auto's Q4 FY25 EBITDA margin of 20.2% exceeded broker estimates, while Deepak Nitrite announced a Rs 50 billion investment in polycarbonate manufacturing.

Tesla is expanding its supply chain in India, partnering with Tata Group companies and other Indian firms to source critical components for its vehicles. This shift, valued at nearly $2 billion in FY24, is part of Tesla's strategy to diversify its supply chain amid potential entry into India. The move aims to reduce reliance on China and Taiwan, with India becoming a preferred alternative. Tesla is exploring manufacturing sites in India and leveraging incentives to finalize its expansion. Tata Motors, India's largest EV seller, faces market challenges including reduced government subsidies and increasing competition, which may hinder its target of 100,000 EV sales.

KPIT Sparkle 2025, a national innovation contest organized by KPIT Technologies, showcased cutting-edge solutions in cybersecurity and autonomous mobility from students across Maharashtra. Two standout projects included an AI-driven cybersecurity system to counter Interest Flooding Attacks (IFA) in vehicular networks and an autonomous building vehicle designed to optimize material transport in construction zones.