Sector

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

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

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

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

Budget Snapshot: Slow progress in energy mix needs sustained focus on green power

Hydro power generation lagged in recent years amid muted capacity additions

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

LTI Mindtree Q3 FY25 – Ready for the long term despite near-term challenges

The company’s AI-centric approach should be helpful in the medium to long term

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 

TCS Q3 FY25 – Seasonality hurts, but the commentary is reassuring

Operating margin improved sequentially, order inflows were strong and commentary encouraging

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