Trust MF’s CIO, Mihir Vora, favors healthcare investments in R&D, CDMO, diagnostics, and hospitals, while being cautious about generic US pharma due to margin pressures. He anticipates a revival in the rural economy benefiting FMCG companies. Vora also foresees a multi-year upward cycle in private sector capex driven by PLI schemes and investments in green/blue hydrogen and fertilizer production.
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