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ASSOCIATE SPONSORS
Demand slowdown weighed on earnings of electricity producers
The government is likely to award contracts for at least Rs 10 lakh crore worth of defence equipment in the next five years
Coal demand and production in India are expected to grow faster than major countries
Rising AI demand, stricter data-localisation norms augur well for domestic cloud infrastructure providers
Removal of end-use restrictions will help expand potential market for domestic coal and substitute imports, amid moderating demand for coal
The hospitals and clinics market is estimated to exceed Rs 10 lakh crore by FY29
Among large companies, Sun Pharma and Cipla gained market share in the last 12 months
The company is targeting 40-50% of revenue mix from its retail business
While IT companies derive most of their revenues from overseas, a large portion of their expenditure is incurred in local currency
The new management is building a robust business with a diversified de-risked asset book and a granular liability franchise
CAL’s aluminium business remains a key growth driver aided by acquisitions of DR Axion and Sunbeam
Cognizant added significantly higher amount of incremental revenue in April-September compared to large Indian IT companies
Higher patient volumes drove international business revenue growth at Fortis, Max and Medanta in the September quarter
Renewable energy project awards slowed sharply this year
The company plans to double its capacity in 4-5 years
Supplies are exceeding demand even during non-peak solar power generation hours
The company is leveraging structural industry shifts, regulatory changes, and strategic partnerships to drive growth
It is a scalable play on India’s evolving healthcare demand
The upcoming greenfield projects will help Medanta to establish a presence in western and eastern India
Electricity demand saw a notable reduction in October 2025
India has come a long way in galvanising green power generation capacity additions
SJS expects to grow at 2.5x the industry volume in FY26
Consolidation, geographical expansion and investments in specialised healthcare drove deal activity
IndiGo’s market share in the domestic market increased in the last one year
Major IT companies clocked decent growth in financial services in September 2025 quarter.
