Krishnan VR suggests investors be selective and valuation-aware amidst uncertainties, favoring companies with strong earnings growth. Recent RBI actions benefit fixed-rate loan providers like vehicle financiers. While IT faces sentiment-driven derating, pharma confronts tariff issues. A shift towards quality and defensive investing is anticipated as government capex moderates.
Raymond Q2 Results: Net profit jumps 130% YoY to Rs 32 crore, revenue rises 24%
Raymond reported a 130% year-on-year jump in consolidated net profit to Rs 32 crore in Q2 FY27, while revenue rose 24.1% to Rs 655 crore.