Q4-FY26 · B Thiagar Rajan
We are not celebrating like it was 2024 summer. We have still two three weeks to go to assess how it is going to pan out.
BLUESTAR / language trends
Read confidence between the lines.
Blue Star · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
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Q4-FY26 · B Thiagar Rajan
The margins will be under extreme pressure. It is again a function of how rapidly the demand builds up and what is going to happen to the commodity prices.
Q4-FY26 · B Thiagar Rajan
This year will be about margins rather than inventory.