Crisil Research

Textiles set for revival in FY25 on stable cotton, stronger RMG exports

In FY24, the SMEs were hit hard as a 25 per cent drop in cotton prices and weak RMG exports pulled down the industry revenue despite steady domestic demand

Outlook positive for MSMEs in security services: CRISIL SME Tracker

Indeed, as margins shrink, the smaller players are exiting, leading to market consolidation

Crisil SME tracker: Govt move on exports to boost revenue for sugar SMEs

Last financial year, the industry witnessed a sharp 10 per cent growth in revenue, driven by an 8 per cent year-on-year (Y-o-Y) increase in sugar prices and a steady 2 per cent rise in consumption

CRISIL analysis: Crude oil prices may soften on lower risk premium

Amid the shifting sands of geopolitics, Russia remained India's top crude oil supplier accounting for 35 to 40 per cent of total imports

CRISIL analysis: Three things that could curb bank credit growth this year

The RBI's increase in risk weights on bank lending to non-banking financial companies (NBFCs) and on unsecured loans has pruned credit growth in these segments

CRISIL SME tracker: Hospitals to grow in single digits through FY26

The key reason is patients continuing to favour large hospital chains on the back of pan-India insurance penetration increasing to 38-40 per cent from 23 per cent in FY15

CRISIL analysis: IT services sector eyes 7-9% growth on BFSI, AI funding

A CRISIL Ratings study of the top 25 firms, accounting for 55 per cent of the Rs 14 trillion IT sector's revenue in fiscal 2024

Residential and commercial sectors to stand as pillars of resilience

Growth is expected to be stable on the supply side as well. With a stable outlook for both demand and supply, the year-to-sales indicator for inventory will continue to remain favourable

CRISIL analysis: Automobile sector faces mixed fortunes amid rural revival

Rural demand had been subdued in the past few financial years owing to low farm profitability because of erratic monsoon and the outsized impact of the pandemic on rural incomes

CRISIL analysis: Sprint towards power sector's 500 Gw of green energy goal

As of October 2024, India's non-fossil base, including solar, wind, large-hydro and other renewables, surpassed 200 gigawatt (Gw)

CRISIL analysis: Exports, domestic demand to drive pharma sector's growth

Bulk drug exports are expected to see moderate increases, supported by volume growth from new launches, customised synthesis, and rising demand for complex drugs

ICICI Prudential Bluechip Fund: Outrunning the herd, defying the ordinary

The fund's assets under management rose to Rs 66,207 crore as of September 2024, up from Rs 30,724 crore in September 2021

SBI Long Term Equity Fund: The Swiss Army knife toolkit for equity funds

The scheme aims for long-term capital growth by investing in a portfolio of equity securities while offering tax benefits under Section 80C of the Income-Tax Act, 1961

Bandhan core equity fund: In the quiet of strategy, wealth finds its way

Over the past three years, the fund has consistently adhered to its mandate of investing in largecap and midcap stocks, with a strong preference for largecaps

Fund pick: HSBC Value Fund, a steady drumbeat of value creation

In the past three years, the fund has dynamically adjusted its allocations across market capitalisations while predominantly investing in largecap stocks

CRISIL SME Tracker: Uptick in output volume to benefit auto component SMEs

Among the segment drivers, the replacement market is expected to clock 6-8 per cent on-year growth, following 7 per cent rise last financial year

ICICI Prudential Focused Equity Fund: Concentrated path to wealth creation

The fund was exposed to 71 stocks during the three-year period, consistently holding seven stocks

Prospects brightening for MSMEs in ITeS, shows CRISIL SME Tracker

Growth will be supported by resumption of deferred projects and new orders from key segments such as banking, financial services and insurance and manufacturing

Aditya Birla Sun Life Medium Term Plan sees growth from aggressive strategy

The fund has three managers: Sunaina da Cunha, who has managed the fund since April 2017; Mohit Sharma, since August 2020; and Dhaval Joshi, since November 2022

A proven performer: Nippon India Small Cap Fund delivers big returns

As of June 2024, the fund's assets under management totalled Rs 56,469 crore, up from Rs 15,353 crore in June 2021