Shibani Sircar Kurian of Kotak Mahindra AMC sees select growth pockets in banking, consumption, and healthcare. She highlights attractive valuations in PSU banks, stock-specific opportunities in NBFCs, and a comeback in discretionary consumption, particularly autos. Healthcare, especially hospitals, also presents promising prospects.
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