Sandip Sabharwal suggests that market macros are favorable with decreasing inflation and interest rates, alongside increasing government spending. He believes geopolitical tensions are easing, creating a positive environment despite investor hesitancy. While advising investors to remain invested, he suggests staggering new investments. He also notes Reliance’s potential for growth hinges on its investment cycle and cash flow generation.
NTPC Q1 Results: Cons PAT rises 11% YoY to Rs 6,108 crore, revenue falls 3%
NTPC reported an 11% YoY rise in Q1FY26 net profit to Rs 6,108 crore, despite a 3% decline in revenue. Profit and revenue fell sequentially.