fuzz turns one. 🎈
A year ago, fuzz was a simple chat box for getting verified answers to finance questions.
Today, it has evolved into a broader research platform, built around how investors actually discover, understand and consume information.
Here’s what changed. 🧵
From FY21 to FY26:
👥 Employees: 3,228 → 6,497
💰 Revenue: ₹773 Cr → ₹2,315 Cr
📉 Stock: ~80% below its ₹1,500 peak
Yet valuation has fallen to its lowest level in history.
So, when does Happiest Minds become a value buy?
ITC is betting on a big shift in Eastern India’s dairy market.
In Bihar, 80%+ of consumers still buy loose milk.
ITC is trying to convert that into packaged milk, curd and value-added dairy through Aashirvaad, direct farmer sourcing and regional products like Mishti Doi.
The interesting part? The company is already the 2nd-largest dairy player in Bihar.
Read more:
askfuzz.ai/discover/news/con…
After seven consecutive weekly declines, the Nifty PSU Bank Index is trading around 1.8% lower today.
What’s driving the weak sentiment around PSU banks?
UPI MDR is changing the cost of investing
From October 15, capital market transactions through UPI will attract a concessional 0.02% MDR, while SIPs through UPI AutoPay remain exempt. Around 96% of UPI merchant transactions remain unaffected.
For brokers, the impact depends heavily on their payment mix. HDFC Securities, for example, has less than 2% of transactions through UPI, while discount brokers can have much higher dependence.
How could the new MDR framework reshape brokers and investor payment behaviour?
Read more:
askfuzz.ai/discover/news/con…
Joined Tata Motors in 1992 as a Graduate Trainee.
34 years later,
Girish Wagh is MD & CEO of Tata Motors Commercial Vehicles, a business with 56% market share in Heavy Commercial Vehicles.
From building the Tata Ace and Nano to leading the business today.
What a journey 🙌
☀️ Waaree-Indosolar merger: What’s really behind the deal?
Waaree Energies plans to merge Indosolar through a 1:11 share swap, but the bigger story is not the deal size. It is about removing friction between Waaree’s cell manufacturing and Indosolar’s module business.
The merger could eliminate related-party transactions, simplify cell allocation, reduce duplicated costs and improve domestic-content traceability.
With Waaree already targeting 29 GW of module capacity by FY27, this is more about integrating the solar manufacturing chain than simply adding scale.
What does the merger mean for Waaree’s solar ambitions?
Read the full analysis:
askfuzz.ai/discover/news/con…
Meesho in Q1 FY27:
"Tier 4 sellers grew 125% YoY, the fastest of any tier, and Tier 2+ towns now make up 45% of our seller base. This under-served geography remains untapped by E-commerce and it's where our network is scaling fastest"
Is Tier 4 really Meesho’s growth engine?
⚠️ When regulations rewrite the stock market
Regulatory changes can do more than create short-term volatility. They can fundamentally change how a business makes money.
From IEX’s ~30% fall after market coupling plans to PB Fintech facing potential pressure on its commission model, and the governance crises at Yes Bank and DHFL, these cases show how quickly market expectations can change.
What can past regulatory shocks teach us about stocks today?
Read complete story:
askfuzz.ai/discover/news/con…
Bajaj Finance is scaling up its AI capabilities rapidly.🚀
Its dedicated AI team grew from 107 in Q1 FY26 to 230 in Q1 FY27, a 115% YoY increase.
The company is targeting 400 AI professionals for FY27 as it expands its Fin AI transformation.
Customer servicing is another major AI use case.
The share of DIY customers serviced through AI bots rose from 50% to 71% YoY.
Agentic AI is scaling too, with 62 autonomous AI agents by Q1 FY27, up from 27 at Q4 FY26.
The FY27 target is 600+ agents 🤖
The bigger shift is happening across Bajaj Finance.
AI is moving beyond individual use cases and becoming part of its core business and operating model.
Try on @ask_fuzz: "Which companies are using AI to transform their core businesses?"
* sourced: exchange filings via fuzz.
Sometimes one announcement can shake an entire sector.🔻
Today, an IRDAI consultation paper proposing tighter commission caps and lower expense limits sent insurance stocks sharply lower
At fuzz, we track the market movers every day, so you can quickly spot who’s gaining, who’s falling, and what’s driving the move.
Stay ahead of the noise. Ask fuzz NOW.
🔗 askfuzz.ai/markets/price_mov…#PolicyBazar#Insurance#IRDAI
Congratulations to @NSEIndia and its shareholders on the debut 🎉
NSE is now trading around 4% above its issue price.
Thinking about what to do after listing?
We asked fuzz,
Read this and make your research easier.
🔗 askfuzz.ai/share/ac2a26b8-2e…#NSE#IPO
While discussing about defence sector, we asked fuzz about the Indian defence industry.
Check this out and ask fuzz to explore more:
askfuzz.ai/share/ed168ec2-a4…