Pramod Gubbi of Marcellus Investment Managers expects India’s IT sector to recover in 2026 as valuations turn attractive and global rate cuts revive tech spending. He sees earnings momentum improving across consumption, healthcare and lenders, supported by domestic stimulus and stable flows.
AU Small Finance Bank Q2 profit jumps 53% to Rs 858 crore
AU’s gross non-performing assets ratio fell 42 basis points (bps) to 1.99% at the end of September. This helped in 25% lower provision at Rs