Sector

Impending jump in patent expiries to benefit Indian pharma

Many drugs with large market potential are expected to lose exclusivity in the next couple of years

For Tata Chemicals, steady India demand can bring limited relief

Soda ash, a key product of Tata Chemicals, is seeing excess supplies and soft demand in global markets

Gabriel India: Unlocking new doors of opportunities

The company recently announced a demerger scheme. This move will transform Gabriel from a single product company into a highly diversified mobility solutions provider.

Optimism low on this healthcare stock

Medanta has strong capabilities to leverage its brand image. However, near-term growth looks limited

How is the health of this healthcare stock?

Timely execution and ramp-up of new projects are crucial for faster growth

India a bright spot for solar module manufacturers amid global uncertainty

The demand for locally made solar modules is expected to rise significantly in India

This hospital chain is aiming for high growth, but is it already priced in?

Max is on an aggressive expansion path with healthy medium-term growth visibility

Steep taxes can blunt premium play of alcohol companies

New taxes make premium products even more expensive for consumers

Chart of the Day: Price hikes remain key driver of Indian pharma market

The volume contribution to market growth has been low for more than a year now

Apollo Hospitals: Annual report card ticks all the right boxes

Robust expansion plans in place with the target to add a total of about 4000 beds in the next 3-4 years

The impact of mild summer season on NTPC

Electricity demand slowed considerably in April-May this year

Data Story: Private hospitals are making bold capacity expansion plans

Large hospital companies have laid out plans to significantly expand their bed capacity over the next 3-4 years

Chart of the Day: The transformation at dairy companies

Revenues from value-added products are rising faster than liquid milk sales

How to break China’s stranglehold on critical minerals

One potential fix is using AI to cut extraction costs

The cautionary message from zero electricity prices

Supplies are exceeding demand during daytime and vice versa in the night on spot electricity market

Start-up Street| Is there a hidden goldmine in India’s infrastructure sector?

New areas in infrastructure such as data centres, digital infrastructure, logistics, warehousing and the like may attract PE funds, but there are myriad risks and challenges too

Chart of the Day: Rising fuel inventories at power plants should worry Coal India’s investors

Dispatches by Coal India slowed in FY25 and in April FY26

Data Story: Pharma companies ride profitability wave amid Trump jitters

Return ratios of Dr Reddy's Laboratories, Cipla and Lupin increased significantly in the last five years

Chart of the Day: India’s weight loss drug market is shaping up well

Sales of diabetes drug Rybelsus, which is also believed to help in weight loss, increased by 35 percent in the12 months to April 2025

UK FTA can help Indian IT manage costs better, but no immediate earnings boost

The free trade agreement (FTA) does not propose changes to visas or immigration policies

How should you navigate Indian equities amid escalating tension and global uncertainties?

Investors should observe the market from the sidelines, avoid temptation of short-term gains, and add at a level that prices in most of the risks.

Chart of the Day: An unusually slow beginning to summer 2025 for power utilities

Electricity production declined sequentially in April for the first time since the COVID years

Chart of the Day: Can India become a wind energy hub in Asia Pacific ex-China?

Global onshore wind power project auctions outside China reached record levels in 2024. A large part of the project awards are in India

HCL Tech Q4 FY25: Standing tall amid the macro chaos

The commentary is positive and the guidance impressive