Nilesh Shah, MD, Kotak AMC, emphasizes the importance of evaluating PSU stocks individually, being mindful of valuation, especially in low-floating stock counters. Areas like private banks, IT, pharmaceuticals, rural-focused FMCG, and certain segments of PSUs such as banks and the defense sector hold potential for better earnings growth. The market expects moderate returns with focus on bottom-up stock picking.
These 5 stocks show consistent growth in quarterly EPS
Five Nifty200 companies—ICICI Prudential Life, TVS Motor, Yes Bank, PNB, and Indian Bank—have posted rising EPS for four straight quarters through March 2025, reflecting improving
May 21, 2025