From token limits and usage-based pricing to layoffs and AI sovereignty, companies are discovering that the economics of artificial intelligence matter as much as the technology itself.

Willie Walsh assumes IndiGo CEO role, addressing employees on his first day. He acknowledged the airline’s global recognition for consistency and operational excellence. Walsh stated that IndiGo’s greatest opportunities still lie ahead. He also noted the airline’s remarkable achievements in a challenging industry. Supply chain and airspace issues are identified as headwinds for the company.

Just seven equity mutual funds delivered returns above 20% over the past year, led by TRUSTMF Small Cap Fund at 28.16%. Most top performers were smallcap funds, alongside focused, value, and midcap categories.

Marico is now prioritizing profitability over volume and rapid expansion. The company is focusing on premiumization and higher-margin businesses for growth. Marico is willing to forgo volumes in certain channels that lack profitability. Acquisitions will now focus on profit improvement rather than rapid growth. The company continues to invest aggressively in general trade distribution channels.

With Indian firms far behind global rivals, experts cautioned that these may not have the kind of global pricing impact that China did with DeepSeek

Five things to watch in markets in the week ahead

The control that these two governments exert over frontier AI puts other countries in a very tight spot, especially as the technology spreads.

India anticipates its highest distributed renewable energy capacity this fiscal year. Schemes like PM Surya Ghar and PM Kisan Urja are expected to exceed twenty gigawatts. Rooftop solar and solar pumps will drive capacity additions throughout the decade. Data centers will significantly increase clean power demand by 2032. Round-the-clock renewable energy tenders aim for firm…

Pidilite Industries saw profits rise over thirty percent year-on-year. Revenue from operations increased by more than twenty-one percent during the quarter. Earnings before interest, tax, depreciation, and amortisation also jumped significantly. Sales volume grew by more than eleven percent, aiding the company’s performance. The company implemented price hikes across categories to manage rising input costs.

Fed’s Williams says rate hikes possible if inflation persists