Sector

How Wall Street got Donald Trump wrong

Titans of finance and business are beginning to realise they misread the president’s second-term priorities

Data Story: How growth outlook for IT companies deteriorated from February 2025

IT spending came under increased scrutiny as tariff-related economic uncertainty intensified

Chart of the Day: India adds record renewable power generation capacities in FY25

Solar installations accelerated on addition of large-scale projects, traction in private green energy markets

Monsoon prospects cheer fertilisers firms, but pressure builds on agrochemicals companies

Early estimates indicate moderate growth in fertiliser sales volume in FY26 in India

Indian IT stocks – value buy or a value trap?

Market volatility is likely to be the order of the day in the near term

India is facing a power demand surge. The response has a problem

What demand-side measures are needed to improve the availability of power during peak demand periods?

Welcome tariff restraint on pharma, long term measures key

US president Donald Trump did not make any specific tariff announcement on pharma products

Chart of the Day: Reshoring pharma? Why the US can’t afford to disrupt generic drug supply

As US lawmakers push to reshore pharmaceutical production, a crucial question remains—are they focusing on the right cost drivers in healthcare?

Data Story: The Goldilocks moment at hospital companies

India’s leading corporate hospitals are investing heavily in expansion, adding thousands of new beds across the country. But what impact will this have on profitability, debt levels, and investor confidence?

Control Print: Are all the concerns priced in?

The company’s focus is now on larger accounts as also the introduction of new products

Why this mid-sized IT company deserves attention amid its performance turnaround

The company’s revenue traction has been impressive, margin performance resilient, and order inflows strong

Chart of the Day: Thermal power plant utilisation gains pace in February

The plant load factor of thermal power plants rose to about 73 percent in February 2025

Zydus’s MedTech plan underlines transformative changes in pharma sector

Pharma companies are trying to build revenue resilience by adding new business lines

Ixigo – Is this journey worth the price?

The anticipated consumption slowdown hasn’t impacted the travel and tourism sector so far

Merchant power producers in a sweet spot on rising demand, limited generation capacity

Given the long construction timelines of new projects, companies are finding it lucrative to purchase and turn around financially troubled power plants.

IKS Health: Can this stock restore your portfolio’s health?

IKS Health is an opportunity to participate in the US healthcare outsourcing market that is growing at a steady pace and is still relatively under-penetrated

Chart of the Day: Rising AC usage is sending electricity demand to record levels

Cooling products are estimated to contribute one third of total peak electricity demand by 2030.

IRCTC: Why this journey offers value for money

IRCTC enjoys an envious position in the domestic travel and tourism industry, with its monopoly in railway ticketing, catering and packaged water business, and its affordable tourism packages

Agrochemical exporters face new risk to earnings from Trump’s reciprocal tariffs

Inventory destocking and price erosion adversely impacted global agrochemical industry growth in 2024.

Chart of the Day: How inflation is driving up electricity procurement costs

The average cost of power supply has increased by about 18 percent from FY19

Are hospitals the new defensive stocks?

Stocks of large hospital chains are valued at par or higher than consumer staples companies

Trump’s tariffs on pharma will hurt both India, US

If imposed in the immediate future, customers in the US can ask Indian drug suppliers to temporarily absorb new import duties

IT sector’s stable technology budgets may face macro headwinds

Industry consultants and managements of IT companies indicate a stable or relatively better technology spending in 2025

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