BUSINESS
Apparel, home textile exporters see healthy uptick in sales amid trade tensions
Vendor consolidation and shift in global sourcing away from China, Bangladesh is expected to benefit India
BUSINESS
Chart of the Day: Market shifts to help India gain leadership in global small molecule pharma outsourcing
India’s contract research (CRO), development and manufacturing (CDMO) services markets doubled between 2019 and 2023
BUSINESS
In its latest IPO, Hexaware’s promoters are reaping the benefits of high market valuations
The company is selling shares at significantly higher valuation than its exit price in 2020
BUSINESS
Weight loss drug opportunity is increasingly coming into focus for Indian pharma
Companies are preparing to launch the generic version of Semaglutide in India next year
BUSINESS
Chart of the Day: The remarkable rise in passenger traffic revenues at Indian Railways
The share of passenger train business in total revenues is expected to rise to the highest levels in two decades
BUSINESS
Nuclear power gets long overdue attention in Budget 2025, execution is key
For a country of its size and electricity needs, India has abysmally low nuclear power generation capacity
BUSINESS
How to make farm sector better? Economic Survey lays out the pitch
Disparity in agriculture sector growth rates among states is attributed to crop diversification
BUSINESS
For Indian Railways, the pandemic boom in freight traffic is slowly easing
Slowing freight traffic can weigh on Indian Railways' revenue growth unless passenger train business keeps up pace
BUDGET
Budget Snapshot: Slow progress in energy mix needs sustained focus on green power
Hydro power generation lagged in recent years amid muted capacity additions
BUSINESS
Solar module exporters to face heat in 2025 as global market growth stalls
Global solar installations are projected to stagnate in 2025 amid policy uncertainty and reduction in incentives
TRENDS
BFSI recovery holds out hope for IT companies amid Trump uncertainty
Frontline IT companies saw incremental improvement in financial services business in Q3 FY25
BUDGET
Budget Snapshot: India’s spending on healthcare rises, focus should turn to capacity build-up
With growing healthcare needs, India should ramp up healthcare infrastructure and insurance coverage
BUSINESS
TCS’s strong order inflows should allay investor concerns about GCCs
Focus on cost optimisation by customers will continue to drive demand for IT services vendors
BUSINESS
Focus on new products at pharma companies as generic Revlimid opportunity draws to a close
The current market restrictions that are powering generic Revlimid revenues will end in January 2026
BUSINESS
Budget Snapshot: Tight DAP market unlikely to upset government’s fertiliser subsidy calculations
Global DAP market is expected to remain in tight equilibrium in near term amid export curbs by China and production outages
BUSINESS
Dhanuka makes a calculated bet to expand international business, execution key
Acquisition of Bayer’s products gives Dhanuka foothold in important overseas markets
BUSINESS
India’s dependence on urea imports reduces, focus should turn to Nano fertilisers
A significant portion of granular fertilisers can be substituted with Nano fertilisers
BUSINESS
How renewable energy bets transformed JSW Energy
Acquisitions in wind and hydro power will give JSW Energy an edge in FDRE competitive bids
BUSINESS
Chart of the Day: Renewable energy capacity additions accelerate in 2024
If the industry maintains the current pace of capacity additions, then India can comfortably exceed previous annual highs in renewable energy project installations.
BUSINESS
How pharma companies are fighting back commoditisation of medicine market
The rising usage of generic drugs is undermining pharma market growth in India
BUSINESS
Soft raw material prices to support record profit margins of pharma companies
The falling prices can pose headwinds to API producers but can benefit final drug manufacturers
TRENDS
Chart of the Day: AI initiatives to drive IT spends in 2025
Cost optimisation and productivity improvement objectives are expected to drive IT spends on AI initiatives in 2025
BUSINESS
HAL: After an underwhelming 2024, hopes now rest on next fiscal for take-off
Revenue growth slowed in Q2 FY25 amid execution delays
BUSINESS
Advent’s rush to scale up Suven Pharma leads it to another acquisition
The NJ Bio acquisition follows Sapala Organics purchase in June
