We did pick up post results somewhat and would look to add if it corrects more. Then, during the budget time, I had said that a company which we own and which has also done reasonably well, SH Kelkar, which is on the flavours and fragrances side, so they have got a big order, the entire profitability cycle seems to be improving, and valuations are not so demanding, so I think these two.
PLI 2.0 for mobiles set to reward scale, exports; Dixon a key beneficiary: Motilal Oswal
The government’s new mobile phone manufacturing incentive scheme is set to favour companies with scale, export capabilities and strong domestic supply chains. Motilal Oswal said
August 24, 2026