Seventy-three companies will release their second-quarter earnings for July-September 2024 today. Key results include HUL, Bajaj Finserv, SBI Life, and TVS Motor. HUL is expected to report a slight increase in revenue. SBI Life is expected to show a flat to moderate growth in annual premium equivalent, with mixed estimates on the value of new businesses.
Power, Hotels & Chemicals: Dipan Mehta maps out the market’s next big opportunities
Dipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging the hospitality sector’s strong run, he cautions about potential headwinds.