Rahul Shah bullish on pharma, sees Sun Pharma and Aurobindo as key large-cap plays

Indian equity markets show a mixed but improving consumption trend, with selective FMCG and premium retail outperforming. Page Industries is highlighted as a strong recovery story, while Nykaa and Honasa are viewed cautiously. The pharma sector continues its outperformance, with Sun Pharma and Aurobindo Pharma looking attractive.

RCF shares jump 7% as Q4 profit soars 158% YoY to Rs 187 crore

Rashtriya Chemicals & Fertilizers shares rose sharply on Friday after the company’s Q4FY26 results showed a 158% YoY surge in net profit to Rs 187 crore and a 49.6% rise in revenue. FY26 profit and revenue also grew strongly, while the company announced a Rs 1.34/share dividend, boosting investor sentiment despite muted long-term stock performance.

JSW Cement shares gain 12% as Q4FY26 profit jumps to Rs 362 crore

JSW Cement shares soared over 11% following a remarkable Q4FY26 earnings report. The company posted a staggering 2,162% year-on-year profit jump, fueled by robust revenue growth and improved operational efficiencies. Strong sales volumes across cement and GGBS segments contributed to this impressive financial performance, prompting a dividend recommendation.

Picked wrong Melody? Parle Industries shares hit 5% upper circuit for 3rd day

Parle Industries shares hit the 5% upper circuit for the third straight session after investors mistakenly linked the stock to Melody toffees gifted by PM Narendra Modi to Italy’s Giorgia Meloni. The viral social media moment sparked confusion between listed Parle Industries and unlisted FMCG giant Parle Products, fuelling a sharp rally in the microcap […]

IT sector a contrarian opportunity at current valuations: Aditya Shah

Aditya Shah of Hercules Advisors identifies power, banking, chemicals, and real estate as promising sectors for long-term growth amidst global uncertainty. While cautious on EMS due to valuations, he sees potential in quick commerce players demonstrating disciplined execution and profitability, favoring Blinkit currently.