Sandip Sabharwal discusses investment strategies, favoring capex-oriented companies like L&T and select IT firms. He expresses caution about PFC and REC due to long-term solar sector stress, preferring private sector NBFCs like L&T Finance and Mahindra Finance. Consumer stocks are expected to revive eventually, offering buying opportunities at current discounted levels.
Q2 results impact: 2 Vedanta stocks rally up to 14% after Sept quarter earnings. How have they performed since demerger?
Shares of Vedanta Power and Vedanta Oil and Gas rallied up to 14% after both demerged companies reported a sharp year-on-year improvement in Q2 FY27