Helios Mutual Fund’s CEO, Dinshaw Irani, expresses a negative outlook on the auto sector, particularly PVs, citing EV competition and potential tariff implications from trade agreements. While favoring new-generation EV two-wheeler players, he remains cautious about stretched valuations in consumer staples and QSRs. Irani maintains a positive view on BFSI, hospitals, and tourism sectors, supported by strong performance metrics.
Laurus Labs shares rally over 4% as Q1FY27 profit jumps 126% on strong CDMO growth
Laurus Labs reported a strong June-quarter performance, with net profit more than doubling and revenue rising 29% year-on-year, driven by robust growth in its CDMO
July 27, 2026