Sector

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

Mas Financial – Is the steep correction an opportunity for you?

The stock looks reasonably valued for gradual accumulation from a long-term perspective

Soft raw material prices to support record profit margins of pharma companies

The falling prices can pose headwinds to API producers but can benefit final drug manufacturers

Chart of the Day: AI initiatives to drive IT spends in 2025

Cost optimisation and productivity improvement objectives are expected to drive IT spends on AI initiatives in 2025

Advent’s rush to scale up Suven Pharma leads it to another acquisition

The NJ Bio acquisition follows Sapala Organics purchase in June

Chart of the Day: India's contract pharma research market to outpace global growth

The higher growth rate will help India gain market share in global pharma outsourcing spends.

Quick Take: Proposed GST hike on apparel to hurt consumer sentiment

The rate increase could translate into a 5-6 percent rise in mid-to-premium apparel prices.

EaseMy Trip – why this journey may be challenging for investors

Company steadily losing market share and the financial performance reflects the stress

Chart of the Day: Steady capacity additions to help IndiGo maintain leadership in Indian aviation market

Peer Air India group is facing longer delays in aircraft deliveries from Boeing.

Four hits and three misses in Aster DM’s merger with Quality Care

The merger will strengthen Aster’s position in Hyderabad and South India, but it also faces certain challenges.

There’s a storm coming for the banking industry

Three big sets of draft rules are up in the air for a banking system stymied by low deposits

Chart of the Day: Peak electricity demand growth slows after rising rapidly in FY22-24

The post COVID bump up in demand is showing signs of moderation.