Sector

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

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

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

Muthoot Finance – How long will it shine?

Gold loan demand remains robust aided by RBI diktat on unsecured lending

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.

IndusInd Bank Quick Take: MFI loan auction, more pain coming?

While, prima facie, it appears a good move to lighten its bad assets’ burden it is not clear if all the pain has been addressed, given the relatively large microfinance loan book

How pharma companies are fighting back commoditisation of medicine market

The rising usage of generic drugs is undermining pharma market growth in India