India has emerged as a global economic powerhouse.
The country’s young, innovative population and rapid technology adoption are transforming companies across the nation.
Among India’s many companies, three stand out for their strong performance and high growth potential.
Infosys Ltd (NYSE: INFY)
Infosys is one of India’s largest technology and consulting companies, widely known for its digital transformation services.
In the first quarter of the firm’s financial year of 2026 ending 31 March 2026(1Q FY2026), Infosys reported a growth of 4.8% year-on-year to US$4.9 million.
The company also saw a rise in net profit of 5.9% YoY to US$809 million.
Management credits the strong performance to the strong demand for its enterprise artificial intelligence (AI) offerings.
One such example is its continued client relationship with Select Portfolio Serving Inc. to use Infosys Topaz for AI adoption across its business operations.
Another driver is Project Maximus, a comprehensive programme to increase profits margins through cost optimisation and driving operational efficiency.
Infosys also announced strategic acquisitions to solidify its long-term growth.
On 30 April 2025, the tech giant announced the acquisition of MRE Consulting.
MRE Consulting is a consulting firm providing technology solutions with a specialisation in energy and business consultation.
This acquisition will expand Infosys’s product offerings to the energy sector as well as leverage MRE Consulting’s home base in North America.
Apollo Hospitals Enterprise Ltd (NSE: APOLLOHOSP)
Apollo Hospitals is one of Asia’s largest integrated healthcare systems and India’s pioneer private healthcare group.
For the first quarter of the fiscal year ending 31 March 2026, Apollo Hospitals reported a 14.8% YoY growth in total revenue to Rs.58.8 billion.
The group also saw a gain in net profit of 42% YoY to Rs.4.3 billion.
One of the key drivers was in the company’s healthcare services segment with a rise in revenue of 11% YoY to Rs.29.4 billion.
This increase was driven by a higher average revenue per patient across hospitals in the nation.
Another factor was the robust earnings in the digital health segment.
For 1Q FY2026, the Apollo HealthCo segment experienced a near-19% YoY surge in revenue to Rs.24.7 billion.
Moreover, the GMV of Apollo 24/7 rose by 23% YoY to Rs.6.8 billion.
In the 1Q FY2026 earnings call, management highlighted the company’s expansion plans.
These plans include medical facilities in Delhi, Pune, Bangalore, and Kolkata, increasing its bed capacity by 700.
This expansion enables Apollo Hospitals to handle higher patient inflows.
Elsewhere, the management also stated that the restructuring of the omni-channel pharmacy and digital health platform is progressing well.
This restructuring is to be completed in FY2027 and is projected to have an annual revenue of Rs.250 billion and healthy EBITDA margin of 7%.
HDFC Bank Ltd (NYSE: HDB)
HDFC Bank is India’s largest private-sector bank providing mainly retail and corporate banking services along with investment and insurance products.
In 1Q FY2026 ending 30 June 2025, HDFC reported a net revenue gain of 17.8% YoY to Rs.853.5 billion for its consolidated earnings.
These consolidated earnings consist of other subsidiary businesses such as asset management and insurance which sit on top of its core banking operations.
The firm’s consolidated earnings also saw a slight dip in profits by 1.3% YoY to Rs.162.6 billion.
However, this dip is not due to its banking services which is its primary business segment.
On this note, for HDFC’s banking operations, net revenue surged 31.2% YoY to Rs.531.7 billion.
This surge was driven by the climb in both net interest income and non-interest income.
Non-interest income saw an especially high percentage gain of 103.7% YoY to Rs.217.3 billion.
Moving down the line, the bank saw a boost of 12.2% YoY in profits to Rs.181.6 billion.
For 1Q FY2026, HDFC also managed to maintain a healthy net interest margin of 3.35%.
On 19 August 2025, HDFC Bank announced its investment in CoRover.
CoRover develops conversational AI such as BharatGPT, an enterprise-grade large language model.
BharatGPT is also a multilingual model, enabling users all over India to use it.
HDFC Bank will be able to integrate the AI technology to improve its customer service offerings.
On 11 August 2025, HDFC announced a partnership with VinFast Auto India.
VinFast Auto India is the Indian arm of the Vietnamese electric vehicle (EV) manufacturer.
This partnership includes EV auto and inventory financing with flexible credit solutions making VinFast cars more affordable in India.
HDFC will also have increased exposure in the growing EV space.
Get Smart: Investing into India’s booming economy
India’s growth is powered by industry leaders in technology, healthcare and finance.
The companies show strong business operations and innovative solutions, being able to position themselves to capture global trends such as AI and EV.
Investors can consider including India equities on their watchlist when searching for the next growth stock for their portfolios.
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Disclosure: Gabriel does not own shares in any of the companies mentioned.
