Indian internet stocks corrected this year on fears of slowing growth and AI disruption. BofA's checks say otherwise, demand and shipment data point to resilience. Flipkart, the largest platform by user engagement, is well placed to benefit as AI shows up in personalisation, engagement and cost efficiency across ecommerce.
https://t.co/N000XE3pO5
L'Oréal hadn't bought an Indian company in over a decade, until this week it took majority control of Innovist (Bare Anatomy, Chemist at Play) for a reported $350-450 mn.
Apparently, 2/3 of FMCG acquisitions over the last 5 years have been of new-age D2C brands. HUL took Minimalist and Oziva, Marico took Beardo and Plix, ITC took Yoga Bar.
The reason these deals keep happening is that both sides have something the other can't build. For L'Oréal, a digital-native brand is hard to grow from scratch - they've tried. For a D2C founder, it's 30 years of distribution relationships that can only compound with time.
So both sides make a trade. For all the growth D2C has seen in India over the last few years, these acquisitions make it look like the founders did the heavy lifting of product and R&D, and the incumbents are buying the output.
CPP Investments plans to invest ₹6,000–7,000 crore with CtrlS to expand India's data centre capacity.
The investment targets hyperscale and AI-driven demand, with CtrlS scaling data centre infrastructure across multiple cities as India's data centre market enters a new capacity expansion cycle.
1,600+ Indian satellites lighting up the sky. 🛰
Jio’s $10B+ LEO plans: Atmanirbhar Bharat’s bold bid for space sovereignty.
Reliance Jio is entering the Low Earth Orbit (LEO) satellite game. This marks the first major Indian private player challenge in a space long controlled by foreign constellations.
Why this matters for India’s tech sovereignty:
• Reduces risky over-dependence on foreign satellites for critical comms, broadband & strategic data.
• Strengthens national security & digital infrastructure independence.
• Positions India as a serious space economy player beyond just launches.
Jio’s Proposed Plans:
• 1,600+ LEO satellites constellation planned with investment of ~$10-15 billion.
• Targeting broadband, direct-to-device connectivity, and enterprise services.
• Proposal already submitted to IN-SPACe (Indian National Space Promotion and Authorization Centre).
• Aiming for deployment in next 3 years to offer seamless coverage.
Strategic Context & Numbers:
Starlink operates thousands of satellites at ~450-550 km altitude.
Jio eyes similar low-altitude orbit for low-latency performance.
Government (via DoT/ IT Ministry) is actively looking to support Indian entities with spectrum & regulatory backing.
Implications:
▪︎ Could spark real competition → better prices, faster rural connectivity, innovation.
▪︎ Boost to “Make in India” in space tech: satellites, ground stations, Indian manufacturing ecosystem.
▪︎ Strengthens India’s hand in global satellite comms race (vs China’s GuoWang, Europe’s initiatives).
▪︎ Critical for defence, disaster management, remote education & healthcare.
India cannot afford to outsource its orbital backbone.
This is how digital & strategic sovereignty gets built: ambitious Indian capital + government coordination + cutting-edge tech.
@INSPACeIND@DoT_India@reliancejio
By @kiranrathee1
India is preparing a ₹12,000 crore incentive scheme to localise battery component manufacturing and deepen the domestic EV supply chain.
The proposal targets advanced cell battery materials and components, complementing the existing ₹18,100 crore ACC battery PLI programme and reducing import dependence for EV and energy storage batteries.
Food, nuclear, pharma, data centres.
India’s four biggest growth bets are all water-intensive, being built in states that are already running out of it. The resource isn’t priced. The metering is just starting.
Somewhere in that gap is a company worth building…
Infra boom, AI fears drive civil engineering’s strong comeback at top IITs
While Computer science continues to dominate the imagination of India’s best engineering aspirants, another branch quietly clawing its way back into favour: civil engineering.
For a branch that was the last resort pick for a decade, this is a remarkable recalibration and given the scale of India's infrastructure pipeline over the next 20 years, probably just the beginning.
Daily active users on Swiggy's budget food app Toing have climbed sharply since March to close in on Swiggy and Zomato.
JPMorgan: "We are surprised to see this done by an incumbent as it preempts the Innovator's Dilemma."
One statistic stood out to me: Over 90% of delivery partners still use petrol-powered two-wheelers, even though nearly half say they're ready to move to EVs. https://t.co/4CAKtY1exT
The gap isn't intent. It's affordability, access and confidence. @Flipkart's new EV Assist platform aims to address exactly those barriers by connecting delivery partners with EV rental options in their area.
India's growth engine is in top gear! 🇮🇳🚗
India's passenger vehicle market clocked nearly 4.4 lakh units in May 2026, registering 23% year-on-year growth, led by @Maruti_Corp, @TataMotors, and @Mahindra_Auto, reflecting strong consumer demand despite global uncertainties.
The robust demand for Made-in-India vehicles reflects growing consumer confidence, a thriving manufacturing ecosystem, and the transformative impact of PM @NarendraModi Ji's Make in India vision.
The journey towards Viksit Bharat is being driven by innovation, enterprise, and the aspirations of 140 crore Indians.
Starlink V3 satellites have >10X bandwidth of V2 and there’ll be >10X launched, which means >100X more bandwidth.
Also, altitude will be 350km vs 550km, so min latency can be cut in half.
Light travels 300km/ms in space, so physics round trip min latency drops to <5ms.