The Finance Minister, in the upcoming Union Budget 2026, is likely to refrain from further fiscal consolidation in FY27, according to a report by Nuvama.
The chemical sector in the country is facing multiple structural and macroeconomic risks, with challenges ranging from China's persistent overcapacities to elevated crude oil prices and weak demand in key western markets, according to a report by Nuvama.
India's power sector witnessed a recovery in demand in December 2025, which helped cushion the overall weakness seen during the third quarter of FY26, even as unseasonal rains and lower temperatures weighed on demand for most of the quarter, according to a report by Nuvama Research.
Companies operating in the agriculture sector are expected to report a soft quarterly performance in the third quarter of FY26 due to a seasonal let-down, highlighted a report by Nuvama.
Listed healthcare companies are expected to deliver strong growth in the third quarter of FY26, supported by robust performance across hospitals, diagnostics and pharmacy segments, highlighted a report by Nuvama.
IPO lock-in expiries worth USD 45 billion are scheduled to open in the coming months, with several recently listed companies set to witness the lifting of pre-listing shareholder lock-ins over the next one month, according to a report by Nuvama.
The oil and gas sector is expected to report a strong operational performance in the third quarter of FY26, with aggregate EBITDA projected to rise 17 per cent year-on-year, driven primarily by downstream and city gas segments, according to a sector preview note by Nuvama.
Consumption in India's domestic economy is expected to continue outpacing capital expenditure (capex) in 2026, supported by a fiscal policy pivot towards consumption and a revival in credit, even as corporate investment sentiment remains cautious, according to a report by Nuvama.
Mumbai's real estate market achieved a significant milestone in 2025 as housing registrations reached an all-time high, despite growing concerns regarding affordability and a transition into a mid-cycle stage for the sector.
India is emerging as the most optimistic consumer market heading into 2026, with a strong rise in household spending intent and confidence levels significantly higher than global peers, according to a report by Nuvama.
The Indian automobile sector is poised for strong growth, with December sales volumes expected to rise across all vehicle categories. The Nuvama Institutional Equities report noted that double-digit growth is likely in the domestic markets for two-wheelers, passenger cars, and commercial
Housing sales across the country declined by 2 per cent year-on-year (YoY) in November 2025, while new project launches also saw a sharp slowdown, according to a report by Nuvama Research.