India's two-wheeler market is on the cusp of a significant transformation, with electric scooters projected to surpass motorcycles in volume terms within the next decade, driven by urbanisation, increased female workforce participation, and the accelerating shift towards electrification, according to an Equirus Securities report.
Analysts have largely maintained a bullish outlook on HDFC Bank and ICICI Bank following their Q4FY26 results, though their perspectives on future growth drivers differ. HDFC Bank's near-term performance is tied to accelerating loan growth, while ICICI Bank is seen as a strong candidate for a valuation rerating.
Despite initial pressure from the West Asia conflict, analysts are optimistic about the Indian hospital sector's outlook, citing strong demand drivers and ongoing expansion plans that are expected to fuel significant revenue growth over the next few years.
Financial year 2025-26 (FY26) saw a significant shift in corporate fundraising, with rights issues more than doubling to a multi-decade high of 51, raising 44,290 crore, while qualified institutional placements (QIPs) more than halved to 29 issues, mobilising 62,954 crore, driven by sharp equity market corrections and regulatory changes.
Bharat PET Ltd, an integrated packaging solutions provider, has filed draft papers with SEBI to raise Rs 760 crore through an IPO, including a fresh issue and an offer for sale by promoters.
10 stocks from the Nifty 200 index that offer good growth potential and scope to deliver decent returns from current levels, based on brokerage estimates.
Escalating geopolitical tensions in West Asia are prompting investors with exposure to Dubai's real estate market to reassess their portfolios. And, in this rejig, India is emerging as a stable destination for capital investment and long-term growth.
Fears around artificial intelligence (AI) sparked a global selloff in information technology (IT) stocks, dragging down domestic software shares and prompting the heaviest foreign portfolio investor (FPI) outflows since the second half of July 2025.
While GST on ICE vehicles was brought down significantly, for electric cars it remained at 5 per cent.
Mutual fund investment through systematic investment plans (SIPs) has surged to an all-time high of Rs 3.34 lakh crore in 2025, driven by growing investor appetite for disciplined, long-term wealth creation.
Fundraising through pre-initial public offerings (pre-IPOs) more than doubled in 2025 compared with the previous year, but remained below the peak seen in 2023. The narrowing gap between pre-IPO and IPO pricing is the reason for the decline in both the number and value of such deals over the past two years.
The government's Budget announcements providing tax holiday for data centres, setting up of city economic regions (CERs) and funding to improve infrastructure in Tier-II and -III cities may give an indirect boost to India's realty sector, said industry executives.
2025 marked a shift in investor preference when it comes to MF schemes.
The number of rights issues more than doubled and hit a 28-year high in 2025, even as qualified institutional placements (QIPs) shrank amid a broader market correction and the Securities and Exchange Board of India's (Sebi's) revised framework for rights issues.
India's leading conglomerates are stepping up investments in real estate, recasting what was once a peripheral activity into a core growth driver. Supported by strong balance sheets, established brands and access to long-term capital, major business houses including Aditya Birla, Tata, Godrej, L&T, Raymond, Wadia, Shapoorji Pallonji, Mahindra and Adani are positioning realty as a strategic pillar within their diversified portfolios.
The surge has come alongside a decline in average issue sizes and more muted listing-day returns compared with last year.
The milestone crowns a record year for the domestic primary market where IPO mobilisation is set to cross Rs 1.7 trillion.
Investors must account for currency depreciation in their financial plans and use instruments that can cushion the erosion in purchasing power.
Companies are primarily using funds raised through fresh equity issuance to repay existing debt, followed by allocation for capital expenditure, according to a study by Bank of Baroda of over 200 filings with the market regulator between April and October 2025. The report stated that of these filings with the Securities and Exchange Board of India (Sebi) - covering both funds already raised in FY26 and future intent - 189 companies provided clear data on the purpose of the fund-raising.
This exercise allows investors to realign their portfolios with changing market conditions and evolving personal objectives.
Top real estate developers reported healthy presales growth in the second quarter of FY26, aided by a steady pipeline of new project launches. While overall housing momentum across major Indian cities moderated during the quarter, listed players remained relatively insulated.
Market experts say India's IPO ecosystem has matured to support both primary and secondary issuance, rendering the mix less consequential.
India's top cement producers delivered a solid July-September quarter (Q2) in 2025-26 (FY26), lifted by firmer prices, higher sales volumes, and a favourable base. Seasonal weakness and maintenance outages did dent sequential performance, but the overall picture remained positive - and the road ahead looks steady.
'They are a poor fit for anyone with near-term goals, low volatility tolerance, or a need for steady income or liquidity.' 'First-time investors should typically avoid them.'
Top real estate developers are expected to report improved earnings and resilient presales growth, even as overall housing sales across major Indian cities declined during the July-September quarter (Q2) of 2025-26. The anticipated earnings growth in what is typically a subdued quarter is credited to steady sustenance sales, improved collections, the strong positioning of listed developers, and sustained demand for premium homes.
Investors having a moderate-risk profile can use these funds in their retirement portfolios.
More than a third of 83 mainboard IPOs this year ended their debut sessions in the red, with losses of up to 35 per cent.
India's top listed real estate developers - DLF, Lodha Group, Prestige Estates, and Oberoi Realty, excluding Godrej Properties - reported strong presales growth in the first quarter (Q1) of 2025-26 (FY26), even as earnings showed a mixed trend. According to Nomura, the top five developers - DLF, Lodha, Prestige, Oberoi, and Godrej - recorded a cumulative 59 per cent year-on-year (Y-o-Y) growth in presales.
India's initial public offering (IPO) market is rewriting the rules of sectoral dominance, with a diverse slate of companies entering the stock market arena.
Net inflows into equity mutual fund (MF) schemes scaled a record high in July as the market correction and a raft of new fund offerings (NFOs) lifted lump-sum collections. Active equity schemes raked in a net Rs 42,702 crore in July, going past the previous high of Rs 41,156 crore in December 2024. Systematic investment plan (SIP) inflows continued to scale new highs, rising over 4 per cent month-on-month (M-o-M) to Rs 28,464 crore.
'Reits are suitable for investors seeking regular income and real estate exposure without managing physical properties, especially NRIs and retirees.'
The Securities and Exchange Board of India (Sebi) is set to introduce key reforms aimed at facilitating smoother mega initial public offerings (IPOs). Key among the proposals is a reduction in the quota reserved for individual investors - those applying for less than Rs 2,00,000 per application - from the current 35 per cent to 25 per cent for large IPOs (issue size above Rs 5,000 crore).
The net inflow into equity mutual funds surged 24 per cent to Rs 23,587 crore in June, reversing the declining trend of the last five months, driven by strong equity market performance across segments, data released by the Association of Mutual Funds in India (AMFI) showed on Wednesday. Also, the latest fund infusion by investors marks the 52nd consecutive month of net inflows into the segment.
Developers based outside Mumbai are making a beeline for India's largest real estate market through redevelopment projects. These include Delhi-based DLF, Bengaluru-based Prestige Estates and Puravankara, Pune-based Kolte-Patil Developers and Vascon Engineers, and Hyderabad-based Ramky Estates.
Adani Ports and JSW Infrastructure, India's leading private port operators, are expanding their logistics services to capture extra cargo while they run integrated transport services. "With incrementally less availability of lucrative port assets that can drive cargo volumes, port operators have naturally shifted their focus on deriving value in the upstream integration, i.e., the logistics space.
After heightened activity in 2024, there has been a slowdown in new listings, with no main-bourse IPOs hitting the market in the past three weeks due to a correction in the secondary market. This slowdown in IPO activity is reflected in the numbers, as only five companies went public in January and four in February, compared to 16 listings in December 2024.
'Every delay directly increases the cost burden on developers. Land holding charges, financing costs, and compliance expenses escalate as approvals drag on.'
Industry players said the sharp sell-off in February forced many companies to put off their listing plans
Investors should avoid making drastic changes to their asset allocation during a market correction.
India's flexible (flex) office segment, having breached pre-pandemic levels, is thriving as corporates, startups, multinational corporations, and global capability centres (GCCs) expand in India, seeking low-capital yet Grade A plug-and-play facilities. In the first quarter (Q1) of 2025, the flex office segment continued to grow, with flex space leasing rising by 22 per cent to 2.2 million square feet (msf), according to Colliers.
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