Indian markets show strong performance in PSU banks, capital goods, and infrastructure. Dipan Mehta highlights PSU banks closing valuation gaps with private peers. Capital goods firms benefit from robust order books and capex cycles. FMCG stocks face caution due to slow growth. Infrastructure and engineering companies with diversified orders, like L&T, are favored.
Bharat Dynamics Q4 Results: Net profit tumbles 59% to Rs 113 crore; dividend announced
Bharat Dynamics reported a 59% YoY net profit drop to Rs 113 crore for Q4 FY26, with revenue declining 73%. For the full fiscal year,
May 28, 2026