08 Feb 2026

CapitaLand India Trust (CLINT) raised INR 915 crore via its first onshore bond issuance, aiming to improve distributions per unit by around 3.8% while reducing currency risk and optimizing tax efficiency. Currently, only 16% of its debt is India-based, but the trust plans to scale this to 40-50% in the next few years. CLINT is advancing key office and data center projects in Bengaluru and Hyderabad and has sold a partial 20.2% stake in its data center portfolio. Strong leasing, rental growth, and operational efficiency supported a 22% rise in distributable income.Read more

08 Feb 2026

Hinduja Group flagship Ashok Leyland has entered into a strategic partnership with Indonesia's state-owned defence and industrial equipment manufacturer PT Pindad to jointly develop and manufacture electric buses and defence vehicles. The memorandum of understanding focuses on products tailored to Indonesia's mobility requirements and national security needs. Under the agreement, Ashok Leyland will contribute its global experience in commercial electric vehicle platforms and defence mobility solutions, while Pindad will bring its engineering expertise, local manufacturing capabilities and strong presence within Indonesia's defence ecosystem. The collaboration aims to address the country's terrain-specific and operational requirements while supporting local manufacturing. The company indicated that the partnership aligns with its international expansion strategy in both electric mobility and defence segments, particularly across emerging markets in Southeast Asia.Read more

07 Feb 2026

India's account aggregator (AA) ecosystem has reached a meaningful scale in facilitating retail and MSME credit, with monthly loan disbursements touching around INR 24,000 crore during the first half of FY26. According to Sahamati's Credit Reimagined H1 FY26: AA Impact Report, the framework enabled loan disbursals worth approximately INR 1.47 lakh crore across 1.5 crore loans between April and September 2025. This marks a sharp rise from the INR 14,000 crore monthly average recorded in the preceding half year. The report highlights growing adoption across products and borrower segments, particularly unsecured and digitally originated loans, and notes that nearly one in ten personal loans is now facilitated through the AA ecosystem. The findings underline the growing role of consent-based data sharing in improving credit access, efficiency and risk management.Read more

07 Feb 2026

The Competition Commission of India has granted approval for AXDI LDII SPV 1 Ltd to acquire a 10.04 per cent shareholding in Aadhar Housing Finance, signalling regulatory clearance for a key investor transaction in the housing finance sector. The acquisition, involving a special-purpose vehicle incorporated in the Abu Dhabi Global Market, will see the stake purchased from BCP Topco VII Pte Ltd, the promoter of the company. In a parallel development, an open offer for equity shares in Aadhar Housing Finance was launched under Securities and Exchange Board of India regulations by BCP Asia II Holdco VII and affiliated Blackstone entities acting in concert, although no public shares had been tendered into the offer as of early February. The CCI's approval is a significant regulatory milestone for the investment.Read more

07 Feb 2026

Housing price growth across India's top eight residential markets slowed sharply to an average of 6% in 2025, compared to 17% in 2024, reflecting a phase of market normalisation, according to PropTiger. While Bengaluru and Hyderabad continued to record relatively stronger price appreciation, most other cities witnessed muted growth or consolidation after steep increases in the previous year. The report highlighted disciplined supply additions, stable inventory levels and a cautious buyer sentiment amid economic uncertainty. Residential sales declined 12% year-on-year to their lowest level since 2022, while new supply also moderated. Despite slower momentum, PropTiger noted that developers largely protected pricing integrity, indicating a balanced market entering 2026 rather than a sharp correction.Read more

06 Feb 2026

India's capital markets regulator, the Securities and Exchange Board of India (SEBI), has proposed a set of regulatory changes aimed at strengthening the infrastructure investment trust (InvIT) framework and improving capital mobilisation. The key proposal would allow InvITs to continue holding infrastructure assets beyond the original concession period, addressing a long-standing structural constraint under existing norms. SEBI has also suggested easing borrowing restrictions, expanding permissible investment avenues for REITs and InvITs into lower-risk liquid mutual fund schemes, and broadening the definition of strategic investors. Together, these measures are intended to enhance operational flexibility, attract long-term institutional capital, and support sustainable infrastructure financing. The regulator has invited public comments on the proposals, signalling a consultative approach as it looks to deepen India's listed infrastructure investment ecosystem.Read more

06 Feb 2026

JK Lakshmi Cement Ltd reported a 23.66 per cent drop in consolidated net profit to INR 57.04 crore for the December quarter, mainly due to exceptional expenses linked to new labour laws. Despite this, profit before exceptional items and tax rose 5.55 per cent, indicating stable core operations. Revenue from operations grew over 6 per cent, while sales volumes increased more than 8 per cent to 3.28 million tonnes. The company maintained a positive outlook for the cement sector, citing infrastructure and housing demand.Read more

06 Feb 2026

Markets regulator Sebi has proposed allowing alternative investment funds (AIFs) to retain limited funds beyond the expiry of their scheme life to ease the winding-up process and enable smoother surrender of registration. In a consultation paper released earlier this week, the regulator said the move aims to make the exit framework for AIFs more predictable and operationally efficient. Sebi noted that AIFs often need to retain small amounts to meet residual operational expenses such as legal fees, audit costs and regulatory filings, which makes achieving a nil bank balance within the permissible fund life difficult. Separately, Sebi has proposed permitting certain AIFs with no active investments to seek an inoperative status, with proportionate compliance requirements. Public comments on the proposals have been invited until February 26.Read more

06 Feb 2026

A recent aviation whitepaper highlights India and the Asia-Pacific region as the main drivers of global air traffic growth over the next two decades. The study projects that eight of the world's 10 fastest-growing aviation markets will come from emerging economies in this region. International passenger traffic in Asia-Pacific has already grown faster than the global average, supported by route expansion, rising incomes and improving connectivity. India is positioned as a key contributor, alongside China and Southeast Asian nations, while air cargo and airline consolidation continue to shape the sector.Read more

06 Feb 2026

Alphabet is expanding its footprint in Bengaluru by leasing one office tower in Alembic City and holding options for two more, potentially accommodating 20,000 additional staff. The company currently operates from three offices in the city and launched one of its largest offices worldwide there in 2025. This expansion aligns with India's growing tech prominence and the increasing relocation of U.S. companies' critical work due to stricter immigration rules. Alphabet's broader plans include a USD 15 billion AI data centre in Andhra Pradesh, reflecting long-term investment in the country.Read more