Highway Infrastructure received a new order worth about Rs.155 cr from NHAI, providing incremental visibility to its EPC order book. The project relates to highway development works.

Lupin announced a licensing agreement in Canada, aimed at strengthening its specialty pharma portfolio in regulated markets. The move supports the firm’s strategy to expand presence in high-value geographies.

Analysts believe the partnership could support medium-term revenue visibility from North America. Investors will watch product approvals and launch timelines for further cues.

Cochin Shipyard remained in focus after emerging as the L1 bidder for a defence contract valued at around Rs.5,000 cr. The order involves construction of five survey vessels for the Indian Navy, strengthening the firm’s defence shipbuilding pipeline.

Capital goods firms continue to report robust order inflows driven by investments in power, railways and industrial capex. Order books across several engineering players remain at multi-year highs, indicating strong demand visibility.

FMCG firms are closely monitoring rural demand trends, which are showing early signs of stabilisation after a muted phase. Improved monsoon patterns and government support measures are expected to aid rural consumption.

Cement manufacturers are preparing for improved dispatch volumes supported by ongoing infrastructure activity and government spending. Demand visibility remains healthy across roads, urban infrastructure and housing segments.

Indian pharmaceutical firms are expanding their product pipeline in the US generics market, with multiple ANDA approvals and specialty filings underway. Companies are increasingly targeting complex generics and niche therapies to improve profitability.

Public sector banking firms are witnessing a steady improvement in asset quality, supported by lower slippages and strong recovery momentum. Gross NPAs across major lenders have continued to trend downward, reflecting disciplined underwriting and better credit monitoring.

Real estate developers continue to report healthy booking momentum, particularly in the mid-income and premium housing segments. New project launches across key urban markets have picked up pace as developers capitalise on sustained end-user demand.

The Union Budget 2026–27, presented by Finance Minister Nirmala Sitharaman, gave significant emphasis to strengthening India’s healthcare and pharmaceutical sectors, signalling a strategic shift toward building robust medical infrastructure, boosting manufacturing, and expanding research and training.