The healthcare sector is witnessing a fresh round of optimism following policy changes that could improve margins for hospital companies. According to Amnish Aggarwal from Prabhudas Lilladher, “latest development actually gives more leeway to all the hospital companies for charging more when the treatment is through government pensions or government schemes. Now, the margins will … Read more
The equity markets ended a volatile week with steep declines across several key indices, raising questions on whether it is the right time to buy into the dip. Speaking to ET Now, Pankaj Pandey, Head Research, ICICIdirect.com shared his outlook on sectoral trends, exporters, and domestic plays that could drive returns in the near term. … Read more
Motilal Oswal Securities has reaffirmed optimism on India’s consumer sector after a steady first quarter. Its top bets are Hindustan Unilever, Godrej Consumer, Marico, Page Industries, Titan, P N Gadgil, and Restaurant Brands Asia. Agencies The brokerage expects a broad-based recovery in FY26, driven by easing inflation, potential rate cuts, tax benefits, and a strong … Read more
Consumer goods major Marico on Monday reported a 9% year-on-year (YoY) increase in consolidated net profit attributable to the owners of the company at Rs 504 crore for the June 2025 quarter, as double-digit international growth and price-led gains in its domestic portfolio drove the company’s bottom-line performance. Marico reported a 23% YoY jump in … Read more
“We can expect the positive momentum to continue. So, yes, bias remains positive. Similarly, for the Bank Nifty, if we see, it is holding on to its key support of 20-day exponential moving average. So, 56,800 to 56,700 is a strong support. So overall bias is positive. Buy on dip would be the strategy that … Read more
Markets saw a sharp rebound this week, climbing over 4.5% in the holiday-shortened week, driven by upbeat cues from both domestic and global fronts. Benchmark indices kicked off the week with a strong gap-up opening and sustained the momentum in subsequent sessions. As a result, the Nifty and Sensex closed near their weekly highs at … Read more
“Also, the marriage season is going to be better and that will help a lot of the discretionary demand in terms of gifting, in terms of paints, etc. So, we do see that volume growth for most companies in H2 should be better, plus pricing growth of 2% to 3% will gradually come back,” says … Read more
Shares of FMCG company Marico shot up 9.3% to an intraday high of Rs 687.30 on the BSE after the company on Tuesday reported a 20% in consolidated net profit to Rs 433 crore for the September quarter. It had posted a net profit of Rs 360 crore in the July-September quarter a year ago. … Read more
“I think the broader call one will have to take only post getting the clarity on the earnings picture. But my overall view is that the Nifty or the largecap companies by and large should hold out. I do not see a reason for a significant downward correction as far as the Nifty and the … Read more
“You have got a good rainfall, inflation is under control and I think the choice and aspiration of growing to bigger banks is growing. I continue to think Hindustan Lever on any correction, so as Marico and Nestle, but our two outperformers there are going to be Bata and Patanjali,” says Sanjiv Bhasin, Director, IIFL … Read more