Dipan Mehta bets on NBFCs, says cleaned-up books signal fresh upside

February 26, 2026

Dipan Mehta of Elixir Equities offers a selective outlook, favoring NBFCs and pharma while cautioning on metals and avoiding certain largecaps. He sees strength in diversified NBFCs and potential in solar despite current underperformance, but advises patience in real estate and a clear avoid on tobacco stocks like ITC.

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