Motilal Oswal's Sneha Poddar Flags Sector Rotation Plays Amid Q1 FY26 Earnings Scorecard

Institutional sell-side outlook covers Nifty valuation comfort zones, defense/railways/renewables conviction themes, and geopolitical risk offsets — bullish tilt noted; actionability hinges on explicit catalysts.

bt-corporate · 7/17/2026, 11:02:17 AM · Ask about this →