Episode Details

India Inc is in the middle of a major transformation. Sun Pharma has acquired US-based Organon in the biggest-ever overseas deal by an Indian drugmaker. Tata Trusts are set to hold a crucial meeting on May 8, where issues such as a fresh term for N Chandrasekaran, the possible listing of Tata Sons, and governance matters may come up for discussion. Despite the West Asia war, early fourth-quarter earnings have surprised positively, with revenue growth hitting a three-year high and profits reaching a five-quarter peak. In capital markets, Acko is preparing for an IPO at a valuation of $2-2.5 billion. At the same time, AI-led disruption is reshaping IT and banking, driving stronger deal wins but also leaner hiring. Also inside: the surge in instant home services and how consumers are taking to them.