Research Report
Independent, research-driven insights that empower investors to make disciplined, long-term decisions confidently 2026
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Industry Update11 Dec 2025
- The Indian hotel industry witnessed a healthy performance in 1HFY26, and we expect 2HFY26 to be even better, led by renovated rooms (higher ARR), a YoY increase in MICE events, sustained travel trends, and improving infrastructure (e.g. the new airport).
- Our channel checks indicate that Oct'25 was a steady month due to multiple festivals, which paved the way for a strong Nov'25 (mid-to-high teens RevPAR growth YoY).
Industry Update10 Dec 2025
- The healthcare BPO industry is poised for significant growth driven by rising operational costs, staff shortages, and regulatory complexities.
- Key players like Sagility, IKS, and Indegene are well-positioned to capitalize on this trend through strategic acquisitions and technology-enabled solutions.
Corner Office09 Dec 2025
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