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The company’s revenue traction has been impressive, margin performance resilient, and order inflows strong
The plant load factor of thermal power plants rose to about 73 percent in February 2025
Pharma companies are trying to build revenue resilience by adding new business lines
The anticipated consumption slowdown hasn’t impacted the travel and tourism sector so far
Given the long construction timelines of new projects, companies are finding it lucrative to purchase and turn around financially troubled power plants.
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
Cooling products are estimated to contribute one third of total peak electricity demand by 2030.
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
Inventory destocking and price erosion adversely impacted global agrochemical industry growth in 2024.
The average cost of power supply has increased by about 18 percent from FY19
Stocks of large hospital chains are valued at par or higher than consumer staples companies
If imposed in the immediate future, customers in the US can ask Indian drug suppliers to temporarily absorb new import duties
Industry consultants and managements of IT companies indicate a stable or relatively better technology spending in 2025
Vendor consolidation and shift in global sourcing away from China, Bangladesh is expected to benefit India
India’s contract research (CRO), development and manufacturing (CDMO) services markets doubled between 2019 and 2023
Companies are preparing to launch the generic version of Semaglutide in India next year
For a country of its size and electricity needs, India has abysmally low nuclear power generation capacity
Hydro power generation lagged in recent years amid muted capacity additions
Global solar installations are projected to stagnate in 2025 amid policy uncertainty and reduction in incentives
The company’s AI-centric approach should be helpful in the medium to long term
Focus on cost optimisation by customers will continue to drive demand for IT services vendors
Operating margin improved sequentially, order inflows were strong and commentary encouraging
The current market restrictions that are powering generic Revlimid revenues will end in January 2026
Global DAP market is expected to remain in tight equilibrium in near term amid export curbs by China and production outages
A significant portion of granular fertilisers can be substituted with Nano fertilisers
