Sonal Bhutra

According to Sarbartho Mukherjee, Senior Economist at CareEdge, India can withstand a weaker monsoon better than in the past, but rising food prices and pressure on rural consumption remain key risks to monitor through the rest of FY27.

Prerna Jhunjhunwala, Vice President Equity Research at Elara Capital, said the India-UK Free Trade Agreement removes a key disadvantage for Indian textile exporters by eliminating import tariffs. She expects companies with existing UK exposure, including SP Apparels, KPR Mill, Wellspun Living and Indo Count, to benefit. Elara Capital also sees Arvind Ltd as a top pick, citing growth opportunities in technical textiles and expanding garment exports.

Reliance Industries' AGM on June 19 is expected to offer fresh insights into the conglomerate's next growth engines, with investors awaiting updates on its solar and battery projects, progress towards the Jio Platforms listing and the group's evolving capital allocation strategy.

HP Singh, Chairman and Managing Director of Satin Creditcare Network, said the company continues to witness stable collections, disbursements and demand across microfinance, MSME and housing finance businesses.

Priti Agarwal, Senior Director at CareEdge Ratings, said that realisations for India's writing and printing paper segment have fallen by 6-7% and are unlikely to recover meaningfully in the near term. While demand from the education sector remains stable and volumes could grow 3-4%, manufacturers are facing higher costs for wood, bamboo and waste paper. Industry profitability will depend on cost management and policy support.

Affordable housing is losing its place in India's property market. Homes priced for middle- and lower-income buyers made up nearly 45% of all residential sales in 2019, but that share has fallen to just 13-14% by the end of 2025, according to ANAROCK.

Powerica expects its data centre business to grow faster than its traditional generator-set operations as India's AI, cloud computing and digital infrastructure sectors expand. The company says rising demand for backup power systems in data centres could increase the segment's share of revenue beyond the current 17-18%, while its core generator business is also expected to benefit from growth in manufacturing, infrastructure and industrial projects.

Viranchi Shah, National Spokesperson of the Indian Drug Manufacturers' Association (IDMA), said the US has approached Indian drug manufacturers to help address a shortage of the cancer drug ifosfamide. He said India has sufficient production capacity to meet the demand and is working with manufacturers and government agencies to facilitate supplies, while maintaining that domestic drug availability remains unaffected and input cost pressures are easing.

Patanjali Keswani, Founder & Executive Chairman of Lemon Tree Hotels discusses hotel demand trends, occupancy-led growth, capital deployment plans and the rationale behind separating hotel ownership from management operations.

Anurag Choudhary, Chairman & Managing Director of Himadri Speciality Chemical, said battery materials will begin contributing meaningfully to earnings from FY29, supported by the company's increased stake in International Battery Company and investments in lithium iron phosphate and other battery chemistries.