India's infrastructure sector witnessed a mixed performance in the fourth quarter of FY25, with revenues and profit margins under pressure despite improvement in order inflows, according to a report by Nuvama Research.
The profit growth of Indian companies slowed down in the financial year 2024-25, as soft demand, weak top-line performance, and slowing capital expenditure weighed on overall corporate performance, says a report by Nuvama Research.
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 outlook for the Indian cement sector is improving as both demand and prices are likely to rise in the coming months, according to a report by Nuvama Research.
The recent executive orders on pharma issued by President Donald Trump are expected to create significant challenges for Indian pharmaceutical companies, especially those operating in the U.S. generic drug market, according to a report by Nuvama Research.
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.
Cement prices and volumes are expected to improve in the coming months, driven by better demand and a favourable base, according to a recent report by Nuvama Research.
The demand is expected to rise in the cement sector as the government spending ramps up, and it could pave the way for price hikes across regions in April 2025, said a report by Nuvama.
The healthcare sector in the country is expected to post a 17.2 per cent year-on-year (YoY) growth in EBITDA for the fourth quarter of FY25, says a report by Nuvama.
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.