Consumer goods companies are expecting a stable FY26 for raw materials and a recovery in margins starting from the second quarter, according to a report by Nuvama.
The buoyancy in real estate sector sales is expected to remain strong, supported by a combination of key growth drivers which include aggressive business development targets, an uptick in project launches fueled by improved cash flows, and a stabilization in interest rates, according to a re
The automotive sector is expected to perform well in the coming years, especially in the two-wheeler (2W), tractor, and SUV segments, according to Nuvama report.
India's speciality chemicals sector is poised for robust growth in the fiscal year 2026, largely driven by improving demand trends, strategic capital expenditures, and potentially better pricing, according to a recent report by Nuvama.
The report mentioned, "We anticipate the MPC to cut rate by 25bp and potentially guide for more cuts. Demand conditions continue to often, as seen in slowing credit growth, auto sales, RE sales and HH wages while inflation too has turned quite soft, hovering below 4 per cent on a 3MMA basis,
The REITs or real estate investment trusts opportunities will result in higher institutional investments in office space over the medium term, said Nuvama in its latest report.
Vehicle sales growth in March 2025 is expected to remain positive for two-wheelers (2Ws) and passenger vehicles (PVs), while commercial vehicles (CVs) may see a marginal decline, according to a report by Nuvama.
European defence orders could begin flowing as early as the first half of FY26, marking a major milestone for the sector. Given Europe's manufacturing constraints, Indian defence companies are well-positioned to capitalize on rising export opportunities.
Indian Railways (IR) latest data indicates a sluggish growth trend in container volumes, raising concerns over the performance of container train operators (CTOs) in Q4FY25, according to a report by Nuvama.
India's agrochemical industry is witnessing growing demand in Europe, supported by a regulatory environment that increasingly favours Indian exports, according to a recent report by Nuvama.
In the first nine months of the current financial year, profit growth has slowed in sectors that were among the fastest-growing in FY24, says a report by Nuvama.