Crisil Intelligence

Low base, safeguard duty to prop steel output this financial year

Exports are also expected to grow 28-30 per cent this fiscal due to better realisation opportunities in key markets, particularly the European Union

Infrastructure capex growth normalising, private investment edging up

Between FY26 and FY30, infrastructure capex is expected to rise to ₹90-100 trillion, up 60 per cent from ₹59 trillion over FY21 and FY25

Food processing sector in India to log growth of 11-13% in FY26 and FY27

Rising demand for value-added dairy products is set to lift India's food processing growth to 11-13% in FY26-27, improving margins and credit profiles

Crisil Analysis: IT sector revenue growth to remain modest in 2026-27, too

AI, GenAI to drive growth in the medium term; GCCs, global uncertainties pose key risks

Fund Pick: Bandhan Large Cap Fund's sectoral bets drive outperformance

Bandhan Large Cap Fund stayed in the top 30 percentile of its category till September 2025, delivering consistent outperformance across long-term and SIP returns

Mixed resources to contribute 20-25% of 75-85 Gw RE capacity in FY26, FY27

Policy support and robust pipeline to drive additions; transmission and PPA delays remain key execution risks

CRISIL SME Tracker: Sugar MSMEs set for steady growth amid diversification

The government's Financial Assistance to Sugar Mills for Enhancement and Augmentation of Ethanol Production Capacity has prompted MSME sugar players to diversify into distilleries

AIF lift beckons: Domestic institutions can unlock next level of growth

AIF lift beckons Domestic institutions key to unlocking next level of growth for the industry and, thereby, the economy

Credit growth for banks, NBFCs to rise; asset quality seen range-bound

Strong fundamentals will steer these sectors through the evolving regulatory, and macroeconomic landscape

Invesco India Mid Cap Fund: Turning midcap moves into market muscle

Selective bets and steady portfolio training bulk up returns

Edelweiss Mid Cap Fund: Mining growth from market's often-overlooked middle

Patient, data-driven selection uncovers midcap opportunities that quietly outpace benchmarks while managing risk

Fund Pick: Parag Parikh Flexi Cap Fund rewards investors who don't blink

10 years of methodical stock selection proves patience isn't passive - it's profitable

Nippon India Growth Mid Cap Fund: Running with the bulls, holding the reins

Capturing midcap energy without losing control of the charge

Demand to reinforce steel MSMEs amid rising costs: Crisil SME Tracker

The production of long steel increased 8.7 per cent Y-o-Y in Q1FY26, with mid and small steel mills accounting for 72.4 per cent of this production

Fund pick: Invesco India Large & Mid Cap Fund is on a growth accelerator

The scheme's investment objective is to ensure long-term capital appreciation through a portfolio that predominantly invests in equity and equity-related securities of large- and mid-cap companies

Demand to drive gems & jewellery growth as exports slow: Crisil SME tracker

This highly fragmented and labour-intensive industry is characterised by low capital intensity and high reliance on imported inputs, such as gold and rough diamonds

Nippon India Large Cap: The quiet runner big money bets on growth

It didn't chase the market: it studied it, outpaced it, and quietly scaled up

Fund Pick: Aditya Birla Sun Life outrunning rate hounds tactically

Nimble duration calls gave fund agility to sidestep rate shocks and seize yield pockets

Crisil SME Tracker: Rural road execution likely speed-breaker for SMEs

Small and medium enterprises (SMEs) are expected to play a crucial role in this growth given they account for 50-55 per cent of the industry by revenue

Motilal Oswal Mid Cap Fund: Spots moats before the drawbridge comes up

Early moves in resilient midcaps turn into long-haul winners