Rounaq Bakshi notes

  Latent View Analytics :  76% of revenue today comes from clients  have been served for over 5 years Key Focus areas over next 3 years  Expand Marketing Analytics for deeper client insights Drive a Data-Driven Marketing Model to enhance product, channel, and customer experience strategies.  Grow Nearshore Centers for improved client support Strengthen client proximity and support through expanded nearshore centers at Canada, Mexico and LATAM, enhancing delivery efficiency and client responsiveness.  Increase APAC presence with GCC to capture regional demand  Expand India GCC hubs with a focused charter for rapid scaling, meeting growing demand, & enhancing regional expertise to support client need.  Enhance Data Engineering through Databricks partnership  Foster data engineering innovation and best practices in partnership with Databricks, empowering clients with cutting-edge cloud data solutions.  Continue Driving Impact throu...

  Johnson controls-Hitachi India rebrands as Bosch Home Comfort after acquisition The rebranding follows the company’s transition into a subsidiary of Robert Bosch GmbH after the completion of acquisition transactions between Johnson Controls-Hitachi (a joint venture of Johnson Controls Inc and Hitachi Global Life Solutions) and Bosch on August 1 Johnson Controls-Hitachi Air Conditioning India Limited has announced a rebranding, with the company set to change its name to Bosch Home Comfort India Limited. The Board of Directors, at its meeting on August 22, 2025, approved the change, stating that the new identity should highlight the Promoter Group’s brand and its relevant business vertical. The rebranding follows the company’s transition into a subsidiary of Robert Bosch GmbH after the completion of acquisition transactions between Johnson Controls-Hitachi (a joint venture of Johnson Controls Inc and Hitachi Global Life Solutions) and Bosch on August 1, 2025. The Central Registrati...

  MOIL in marching ahead towards its ambitious vision of almost tripling its production to 3.50 million MT by 2030 During the financial year 2024-25, the company recorded its highest-ever Capex utilization at H 321.94 crore, compared to H 316.09 crore in the previous year. Considering on-going and upcoming projects, the Capex target for 2025-26 has been set at H 325 crore Search for Manganese deposits and subsequent mining is one of the most promising initiatives by MOIL.  This year, MOIL recorded highest ever exploration since inception and has stolen all the spotlight as tremendous increase in exploration meterage in-side and out-side Mining Leases of MOIL.  The exploration has been completed in the state of Madhya Pradesh in order to this the two blocks Bhudkum Block of Chhindwara district and Selwa Block of Balaghat district are seems to be positive on the basis of exploration.  This will facilitate opening of new manganese mines and thereby, enhance the producti...

  Schneider Electric & Nvidia Driving AI Data Centre Evolution Schneider Electric and Nvidia have launched a partnership to accelerate the development of next-generation AI data centre infrastructure across Europe Nvidia is partnering with companies all over the world to enhance its AI services. Now, with  Schneider Electric, the giants are developing infrastructure solutions for AI data centres  – both companies committing to joint research and development initiatives focused on power, cooling and control systems. The collaboration, announced during Nvidia GTC Paris, aligns with the European Union's AI infrastructure ambitions and supports  the ‘InvestAI’ initiative, which plans to mobilise €200 billion (US$228.77bn) in AI investment . The partnership also responds to the European Commission's ‘AI Continent Action Plan’, which outlines plans to establish at least 13 AI factories across Europe and up to five AI gigafactories. “Schneider Electric and  Nvidia ...

  Gateway Distriparks Signs Exclusive Container Train Operations Agreement for MMLP, Ankleshwar , Gujarat Gateway Distriparks Limited (GDL) announced that it has signed a 15-year agreement to become the exclusive container train operator for the 120-acre Multi Modal Logistics Park (MMLP) at Ankleshwar, Gujarat developed by Sawariya Group of Industries (Sawariya).  Strategically located near Surat, MMLP Ankleshwar is equipped to handle domestic containers, EXIM containers, bulk cargo and to offer other multimodal services.  It is planned to have an annual capacity of 200,000 TEUs and 850,000 sq. ft. of warehousing space, with capacity expansion to be undertaken in phases in line with business demand.  The facility is capable of handling double stack trains and is connected directly to the Western Dedicated Freight Corridor. The MMLP will serve key industrial zones including Surat, Panoli GIDC, Ankleshwar GIDC, Bharuch, Jhagadia GIDC, Dahej, Hazira among other prominen...

  Jubilant Ingrevia H1 Profit After Tax surged by 34% Markets Update: Across the broader Chemicals Industry, witnessing a steady recovery in volumes, even as pricing remains under pressure across all segments.  At the same time, many global players, especially players in Europe are reporting deteriorating financials due to weaker demand, continued pricing pressure and elevated energy costs.  The pharmaceutical end-use market continues to show steady volume growth, supported by stable pricing.  Saw consistent volume expansion across CDMO and Fine-Chemicals products.  Additionally, saw a marginal recovery in volumes last quarter within the Paracetamol segment.  The global Agrochemical sector has successfully moved beyond the inventory destocking phase, with volumes now stabilizing and showing clear signs of growth.  This upward momentum is supported by strong volume expansion on both YoY and QoQbasis.  Pricing in the segment has remained stable over...