Nigel D'Souza

Dalmia Bharat has a plan to achieve capacity of 66.7 MTPA by the second or third quarter of financial year 2028, and end that financial year with a capacity of 75 MT.

Envision Capital founder Nilesh Shah says strong earnings, improving cash flows and long-term structural trends are driving confidence in India's platform companies. He also highlights defence, EVs, energy security and export-led manufacturing as key investment themes for the coming years.

Jonathan Barratt, CIO at ETO Markets, prefers silver over gold. He pointed to rising industrial demand, especially from China, where imports of the metal have surged amid the country's push toward clean energy and electric mobility.

Satish Pai, Managing Director of Hindalco Industries, plans to invest nearly ₹12,000 crore in India-led capex while keeping leverage broadly stable.

Amit Anwani, Research Analyst at PL Capital believes companies like Hitachi Energy and GE Vernova are benefiting from strong order books and export opportunities, even as valuations remain expensive.

Yash Sharma, Director at Ganesha Ecosphere, said the company has guided for annual earnings before interest, taxes, depreciation, and amortisation (EBITDA) of around ₹250 crore, with a large share expected to come from newer businesses such as RPET, value-added filament yarns, and fibres.

Muthu Murugappan, CEO and Whole-Time Director of EID Parry India Limited, said the company is also concerned about the possibility of a deficit monsoon, which could affect crop yields and increase costs. He added that rising input expenses linked to the West Asia crisis, including processed chemicals, fuel and other materials, may put additional pressure on the business in FY27.

Poly Medicure expects its Europe business to recover and international revenue to grow 15% in FY27 as the medtech company accelerates development of advanced cardiology and orthopaedic devices to reduce import dependence and expand globally.

Devina Mehra, Founder, Chairperson and Managing Director of First Global, continues to favour sectors such as auto components, automobiles and pharmaceuticals, which have remained key portfolio themes for more than two years.

China's Coking Coal futures surged as much as 7% on Monday, extending an rally from last week, when prices had gone up by over 10%.