Sonal Bhutra

Bhanu Chopra, Founder and Managing Director of RateGain, said the company is aiming to achieve $1 billion in revenue by FY31, with growth expected to be driven by a combination of organic expansion and acquisitions.

Vineet Agarwal, Managing Director at Transport Corporation of India, said TCI's multimodal logistics strategy is helping cushion the impact of demand volatility, with rail and coastal shipping businesses benefiting as higher diesel prices make road transportation more expensive. He also expects the addition of new ships later this year to support growth, while cost pass-through contracts are helping the company maintain stable margins.

Saloni Wagh, Managing Director of Supriya Lifescience, said the company plans to continue launching three to four new products annually.

Rajesh Aggarwal, MD of Insecticides India expects the company to deliver double-digit growth in 2026-27 (FY27) with improving margins driven by premium products, new launches such as Granuvia and Spinoace, and stronger farmer outreach despite volatile crude-linked raw material costs.

Kunal Tayal, Senior Analyst-IT, Real Estate at BofA Global Research believes AI adoption is moving beyond coding into business processes, opening fresh demand for IT services, engineering and analytics firms.

Nalinikanth Gollagunta, CEO-Automotive Division, M&M said that the company is also seeing strong electric vehicle (EV) momentum, with monthly sales crossing 6,000 units and EV penetration reaching nearly 10% of its portfolio.

David Hauner, Head-Global EM Fixed Income Strategy at BofA Securities, remains structurally bullish on emerging markets over the long term despite near-term headwinds. He expects oil prices to ease, the US dollar to weaken and capital flows to gradually return to emerging market assets next year.

Neha Manpuria, Senior Analyst - Pharma, Healthcare at BofA Global Research, says semaglutide launches could emerge as a key growth driver for Indian pharma companies in FY27.

RV Bubna, Chairman and Managing Director of Sharda Cropchem, said the company plans investments of ₹525-550 crore and sees improving demand in Europe and Latin America. Bubna said El Niño conditions and the West Asia conflict have had limited impact on operations, while a pipeline of over 1,000 product registrations is expected to support future growth.

MK Dhanuka, Chairman of Dhanuka Agritech, believes the rainfall shortfall will not significantly affect agriculture due to irrigation coverage across much of India's farmland. The company also expects benefits from Bayer-acquired products and anticipates stronger demand once sowing activity gathers pace.