To provide our Advisory Service clients with holistic coverage of the various industrial and automation markets we cover, ARC Advisory Group publishes indices of revenues from automation and machinery companies as well as indices of revenues and CapEx from end user industries on a quarterly basis. This report is concise and focuses more on the quantitative than the qualitative aspects of the automation, end user, and machinery industrial markets.

From political instability and climate disruptions to pandemics and global economic uncertainty, businesses are increasingly focused on enhancing their operational resilience and agility. Common pain points such as energy costs, supply chain disruptions, material shortages, rising prices, workforce challenges, and sustainability requirements further compound these concerns. In this context, advancements in autonomous operations offer a timely solution, helping companies mitigate these challenges while optimizing operations.

IDFs and IDPs enable efficient data integration and real-time operations, supporting short-term improvements and long-term digital transformation. What considerations are important for timely digital transformation?

Commodities businesses like oil and gas have lacked a unified supply chain management and control solution for decades. ExxonMobil and Kinaxis are changing that with what is arguably the first truly integrated solution for an extremely complex and dynamic supply chain. The initial results are promising.

Industry trade fairs are alive and well in Europe, but not every fair successfully paints an accurate picture of an entire industry.

Industrial Equipment and Machinery manufacturers are embracing advanced technologies to drive efficiency, and innovation across production and operations.

In this Insight, ARC Advisory Group includes the most recent quarterly results for major Indian IT suppliers that publicly report their results. Indian IT firms are bracing for a challenging FY25-26, with client spending uncertainties and US tariffs weighing on growth. Companies are hesitant on wage hikes, and hiring remains strategic rather than expansive.

Nuclear power promises the carbon free power the world needs. In 2011 the Fukushima accident paused the deployment of new nuclear power and raised the bar for safety. Today, there are more than 70 nuclear power companies vying for the chance to demonstrate that nuclear power can make a renaissance. This paper looks at the new technologies, the safety, and the competitive landscape that will determine the role of nuclear power in the energy transition.

This Insight provides an overall view of ARC Advisory Group’s 23rd India Forum and encapsulates the salient points of the keynote presentations on both days. Over two days, approximately 40 executive speakers and panelists from diverse industries contributed valuable insights and shared their strategies for winning in the Industrial AI era.