India’s commercial vehicle sector may be nearing a recovery in 2026 as improving sales trends, supportive policy measures and infrastructure-led demand lift sentiment. Analysts and management commentary point to early signs of an upcycle, with buses, trucks and tractors benefiting from GST reforms, public spending and favourable rural conditions.
NHPC offer plugs into green energy appeal, more suited for patient play
NHPC’s offer for sale is underway. Analysts suggest it offers long-term potential for patient investors. The government is divesting up to 6% of its stake.