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.
Goldman Sachs’ India bets: 8 stocks rally up to 85% in CY26; one new addition
Goldman Sachs’ India equity portfolio fell 6% in CY26 amid mixed stock performance. While 18 stocks declined sharply, eight delivered strong gains, led by GNG