Kotak Mutual Fund’s Mandar Pawar anticipates domestic themes like consumption, autos, and cement to fuel market growth. He expects earnings momentum to strengthen in H2FY26, driven by improving rural demand, festive tailwinds, and rising construction, despite global trade uncertainties. Pawar favors consumer discretionary, autos, and cement sectors, while also highlighting potential in specialty chemicals and energy transmission.
AU Small Finance Bank shares rally 5% as Q1 PAT jumps 37% to Rs 796 crore, NII up 32% YoY
AU Small Finance Bank share price jumped 5% after it reported a 37% year-on-year rise in net profit to Rs 796 crore for the June
July 27, 2026