L&T Board Member Subramanian Sarma highlights key themes: traditional fossil fuel development, green initiatives, and petrochemical monetization. The focus remains on oil, gas, and renewable energy, with opportunities worth $10-12 billion. Execution is progressing well with no major geopolitical risks impacting operations. Competition persists but L&T maintains a strong market presence and anticipates continued momentum.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and