300+ Indian companies reported earnings last week.
We dug through most their con calls — and found 22 worth paying attention to.
Here are the 8 sharpest and most revealing things Indian management teams said.
The entire marketing strategy of consumer brands hinges on this number. Nykaa’s doubling down on Gen Z isn’t a vibe — it’s math.
Delhivery comments on irrational pricing in logistic industry and how it's not a viable strategy. They think the competitive intensity is now saner.
Muthoot Microfin CEO didn't hesitate to talk about long due microfinance's comeback
Divi's Labs CEO explains what it takes to win the confidence of MNCs to win orders in custom synthesis - it's not just lower price
From Eicher Motors and Bajaj Auto to Hero Motocorp - everyone is singing high praises of GST rate cut getting them bumper sales in Sept-Oct period
Bajaj Housing Finance explains how to do business in prime mortgage market when facing tough competition from PSUs
Nazara Tech takes full impairment on its PokerBazzi investments after the RMG regulations
AirBnB's CEO flips the AI fear narrative: more AI → more travel. Counterintuitive, but makes sense when you think about it.
If these quotes grabbed you, the full Chatter edition has 100+ more like this — across energy, tech, finance, auto, and global giants.
Read the full thing here → thechatter.zerodha.com/p/the-chatter-…
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