Five things worth knowing this morning, in about four minutes.
India’s food warning label has a door built into it
The Supreme Court reviews India’s front-of-pack warning label framework today. FSSAI’s compliance affidavit, filed after the court’s August 13 order, proposes a red hexagon on packs high in fat, sugar or salt. The number that decides who wears it is two: in the first phase a product must cross the threshold on two of three nutrients of concern. A rejoinder filed on September 5 for 3S and Our Health Society calls that trigger unscientific, since sugar, salt and saturated fat each carry a disease of their own. The cheapest compliance path is the one the rule leaves open. (Business Standard, LiveLaw)
Bajaj Finance bought 5% of its AI video vendor
Bajaj Finance has taken a 5 per cent stake in TrueFan AI for an undisclosed sum, under the group’s Finserv Intelligence initiative. The order of events is the interesting part. The lender had already deployed TrueFan’s platform at scale, generating millions of personalised videos for customer engagement and dealer enablement, and the equity followed the usage. The stated roadmap runs to personalised marketing, in-app avatar assistance, multilingual communication and digital onboarding, which is most of a lender’s customer-facing surface. At those volumes it is a procurement decision wearing venture clothes. (Business Standard, YourStory)
Rs 500 crore of Shadowfax changed hands in one quarter
TPG-backed NewQuest sold 80 lakh Shadowfax shares at Rs 250.03 each in a BSE bulk deal on Tuesday, worth about Rs 200 crore, with OxBow Master Fund taking 47.85 lakh of them. It follows an August sale of 1.25 crore shares at Rs 240.46. Across both, NewQuest has moved over Rs 500 crore and cut its holding to 8.03 per cent from 11.53 per cent in June, while the company posted strong Q1 FY27 growth. The register is rotating from private-market backers to public-market funds. (Moneycontrol, Entrackr)
Zepto is funding rest stops a rival’s riders can use
Telangana and Zepto signed an agreement on Tuesday for five Project PRAGATI centres across Hyderabad, where gig workers can rest and use basic facilities during the working day. Zepto funds and maintains them under an arrangement with the Cyberabad Municipal Corporation, and they are open to workers on every platform, not only its own riders. Rider supply in quick commerce is a common pool, so anything that keeps riders in it helps whoever has the most orders. A voluntary agreement is also cheaper than a welfare levy. (Siasat)
India’s three biggest retailers added 3,891 stores in three years
Reliance Retail, Trent and the Aditya Birla fashion and lifestyle businesses took their combined network to 26,067 outlets by March 2026. Reliance Retail lifted capital expenditure 37.5 per cent to Rs 33,696 crore in FY26, and the two demerged Aditya Birla entities added 1,075 stores between them. The additions are increasingly in smaller cities, where the competition is local trade rather than each other. Large-format retail kept building through exactly the years quick commerce scaled, because a ten-minute top-up and a trial-and-touch category are not the same basket. (Business Standard)
Read today’s full edition → https://theinsightlabs.in/daily/2026-09-10
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