BL Morning Report June 25, 2026: Get today’s top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

From the government’s stake sale in IRFC and fresh India-US trade negotiations, to a ransomware attack at Bajaj Auto and Infosys’ optimism on the AI opportunity, here are the key developments shaping markets, technology and policy today.

Tata unit says ‘extensive damage’ from fire at Delhi data centre hampers recovery

A fire at a Tata Communications-linked data centre in New Delhi has caused extensive damage, raising concerns over data recovery and service disruptions. Clients including Matrix Cellular and internet provider R2 Net report significant data loss and business impact, while Google has linked ongoing network issues in India to the incident. Investigations into the cause of the fire are underway, with recovery efforts continuing.

ED accuses Rajesh Exports of FEMA violations, ‘significant departures’ from trade norms

The Enforcement Directorate has accused Rajesh Exports of violating foreign exchange rules following searches at nine locations in Bengaluru and Mumbai. The agency alleges the company failed to maintain key transaction records, found a 40 per cent mismatch in gold inventory, and uncovered questionable overseas investments and trade settlements. The probe follows a SEBI investigation that alleged revenue inflation of ₹15.15 lakh crore through the company’s Swiss subsidiary, while Rajesh Exports has not yet responded to the allegations

Why the government is defending E20 fuel after unveiling India’s E100 roadmap

The Petroleum Ministry has strongly defended E20 petrol, dismissing social media claims about engine damage, fuel quality issues and insurance concerns as misleading and unscientific. The government said its ethanol blending programme is rigorously tested and monitored, with no widespread vehicle problems reported, as it works to build consumer confidence ahead of a broader push towards higher ethanol blends and a future E100 ecosystem.

PM Surya Ghar: Kerala, Rajasthan have highest share of consumers with zero monthly electricity charges

Kerala and Rajasthan have emerged as the top performers under the PM Surya Ghar: Muft Bijli Yojana, with the highest share of rooftop solar users reporting zero electricity consumption charges in a billing cycle. Government data shows more than half of Kerala’s beneficiaries and over 42 per cent in Rajasthan paid no energy charges, while nearly one-fourth of the scheme’s 69.7 lakh applicants nationwide recorded zero monthly power bills through net metering.

Script and VO: Rowan Barnett

Published on June 25, 2026