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FY27 POWER DEMAND FORECAST
52% of Indian GCCs plan to increase hiring in FY27, up from 47% last year: SurveyMore than half of Global Capability Centres in India plan increased hiring next fiscal year. Hiring confidence has improved from the previo...
Indian steel industry poised for volume-led recovery in H2FY27: ReportIndia's steel industry is likely to see a volume-led recovery in the second half of FY27, supported by lower input costs, easing maintenanc...
Q1 earnings show resilience, but downside risks still loom. HSBC explains whyIndian companies delivered better-than-expected Q1FY27 earnings, with around 70% of firms meeting or beating HSBC’s estimates. Mid- and sma...
Bernstein cuts PFC, REC target prices as bank competition weighs on loan growthBernstein has retained an Outperform rating on Power Finance Corporation (PFC) and REC but cut its target prices and loan-growth estimates,...
India’s AI data-centre push could drive 5% of global chip demand by 2030Global semiconductor revenue is projected to reach $1.6 trillion by 2026. AI data centres will drive significant growth in chip demand worl...
Capital goods sector to stay soft in H1, recovery seen in H2FY27 on thermal orders: ReportIndia’s capital goods and power equipment sector may remain subdued in the first half of FY27 before recovering later, 360 ONE Capital said...
BSE shares: Prabhudas Lilladher cuts target price to Rs 4,025 as CAS hits derivatives volumesPrabhudas Lilladher retained its ‘Buy’ rating on BSE but lowered the target price to Rs 4,025 from Rs 4,850, citing a slowdown in derivativ...
ETMarkets Management Talk | CleanMax’s next growth phase: 1.5 GW capacity addition target, Rs 3,000 crore EBITDA by FY28, says Kuldeep JainCleanMax targets 1.5 GW capacity additions in FY27 and over Rs 3,000 crore EBITDA by FY28. Growth is driven by data centres, AI, Make in In...
India may add 45-50 GW renewable capacity annually over next 2 years: ReportIndia's ambitious renewable energy plans aim for an addition of forty-five to fifty gigawatts each year, supported by a significant number ...
NBFC growth outlook remains resilient; margin pressures, asset quality key monitorables: ReportNon-banking financial companies anticipate steady growth in the near future. Credit demand remains healthy, and asset quality is expected t...
Jefferies retains Buy on Crompton Greaves; sees up to 29% upsideJefferies retained its Buy rating on Crompton Greaves Consumer Electricals with a Rs 330 target, implying nearly 29% upside. The brokerage ...
Welspun Corp bags biggest-ever ₹17,200 crore US pipe order, shares soarWelspun Corp secured its largest order valued at $1.8 billion for US pipe supply. This significant contract will be executed during fiscal ...
Q1 earnings suggest an improving earnings cycle, but the recovery remains uneven across sectorsQ1 FY27 earnings signal an improving corporate earnings cycle with NSE500 profit growth at 21%, outpacing expectations. However, recovery r...
Jefferies raises Emmvee Photovoltaic Power target price to Rs 440: Can the stock rally further?Jefferies has raised its target price for Emmvee Photovoltaic Power to Rs 440 from Rs 400, while retaining its Buy rating, implying around ...
Private capex confidence still catching up as uncertainty clouds investment decisionsCompanies are deferring investments due to uncertain demand and volatile commodity prices. Large capital projects require confidence in fut...
Why Jefferies sees limited upside in Bajaj Housing Finance despite its fast-growing loan bookJefferies initiated coverage on Bajaj Housing Finance with a Hold rating and Rs 92 target, citing limited upside from premium valuations de...
India Inc’s blockbuster Q1 earnings may not last as 3 key tailwinds fade in H2India Inc's impressive earnings in the first quarter might not sustain their momentum into the latter half of the year. Diminishing effects...
India's economic growth to slow to 6.8% in FY27 amid West Asia crisis, El Nino impact: Ind-RaIndia Ratings and Research has raised its FY27 GDP growth forecast to 6.8% from 6.7%, but expects growth to slow from 7.6% in FY26 amid inf...
India Q1 GDP growth seen at 7.3% as consumption, capex cushion Iran war shock: ET pollIndia's economy likely grew over seven percent in the first quarter of fiscal year 2027. Resilient consumption and exports supported this r...
India's power demand seen rising 6.5-7.5% this fiscal as hotter, drier weather boosts cooling needs: CrisilIndia's power demand is estimated to rise 6.5-7.5 per cent year-on-year this fiscal to 1,825-1,835 billion units (BU), driven mainly by hig...