As India approaches 2026, investors are shifting focus from dominant sectors to lagging ones like IT, real estate, and platform businesses. Rajat Sharma sees significant opportunity in IT, citing depressed valuations and potential currency tailwinds, while also favoring select fintech and platform companies with strong distribution.
Varun Beverages shares jump 3% after Q1 PAT rises 15%, revenue grows 20%
Varun Beverages reported a 15% profit and 20% revenue increase in Q1 FY2027. Consolidated sales volumes grew by nearly 20% driven by India and international