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.
Tata Consumer shares jump 3% after Q1 results. Here’s why Nomura, Motilal see strong upside potential
Tata Consumer Products shares rose 3% after the FMCG major reported a 27.8% YoY jump in Q1 FY27 net profit to Rs 427 crore, while
July 27, 2026