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.
Earnings of OMCs seen weak as Q1FY27 under-recoveries bite: Report
Oil companies are projected to experience ongoing challenges through FY27, primarily due to anticipated under-recoveries in Q1FY27, with LPG losses being a considerable issue. Although
June 21, 2026