India, Jan. 10 -- 2026 has begun and investors are increasingly looking beyond short-term noise and focusing on businesses riding long structural trends. From data centres and AI infrastructure to luxury consumption, healthcare devices, real estate redevelopment, and premium chemicals, these themes reflect where capital, demand, and profitability are steadily converging.

The following companies operate at the intersection of these shifts, combining strong execution with multi-year growth drivers that could shape portfolio performance in the years ahead.

Privi Speciality Chemicals Founded in 1985, Privi Speciality Chemicals is a leading manufacturer and exporter of aroma and fragrance chemicals used across FMCG and fine fragrance applica...