In its Q4 FY26 India strategy note, Motilal Oswal flags consumer discretionary and new-age platforms as preferred bets, naming Titan, Eternal (Zomato parent), Lenskart, Indian Hotels, Radico Khaitan and Delhivery as top ideas. Broader market sees just 5% EPS growth in FY26 against a 16%+ CAGR over FY20-25.

NDTV Profit · 6/2/2026, 4:11:11 AM

Titan, Senco Gold and Kalyan Jewellers fell 3-4.5% while IndiGo dropped 3.2% after PM Modi's appeal to rein in gold purchases and overseas trips. Backdrop: oil up 4.33% to $105.6/bbl on stalled US-Iran talks, rupee at 94.90/USD, Nifty -0.85%, Sensex -0.89%.

Indian Express · Business · 5/15/2026, 1:55:15 AM