Waaree Renewable's share price has rallied nearly 30% in three days ahead of its Q1FY26 results, surging past Rs 1,200 for the first time in months. The surge is supported by improving sentiment in the renewable energy sector ahead of the company's Q1 earnings.
Ixigo Share Price: Ixigo's shares soared after reporting strong Q1FY26 results, with revenue up 73% YoY to Rs 314.5 crore and net profit increasing 27% YoY to Rs 19 crore. Growth was fueled by significant increases in flight, bus, and train GTV. The company is focusing on AI-driven efficiencies and customer-centric approaches, leading to record revenue and profits across key verticals.
PNC Infratech shares: PNC Infratech has secured a 300 MW solar project and a 150 MW / 600 MWh energy storage system under ISTS norms, as part of a recent tender. The contract was awarded through an online reverse auction conducted on July 15, 2025.
Daljeet Kohli of Roha Asset Managers LLP expresses strong optimism for the Indian domestic market, citing factors like rate cuts, increased liquidity, and a favorable monsoon. The focus is shifting towards domestic-facing companies, with expectations of a consumption cycle revival and manufacturing growth driven by global uncertainties. While rural-related sectors and pharma show promise, a stock-specific approach is recommended.
ITC Hotels shares: The company reported a 54% YoY increase in net profit for Q1FY26, reaching 133 crore, up from 87 crore a year ago. Revenue from operations rose 15.5% to 816 crore, compared to 706 crore in the same quarter last year.
HNIs and NRIs are showing a growing preference for sustainable, quality-focused real estate in India, particularly branded residences. These affluent investors prioritize premium living experiences, eco-friendly features, and hospitality-inspired services. Lower EMI rates have boosted buyer confidence, leading to increased activity and a focus on wellness-oriented homes in gated communities.
Emkay Wealth Management suggests shifting focus to corporate bonds and credit risk funds for better yields as gilt fund rallies peak. The Indian market shows strong growth potential, particularly in mid and small-cap segments, driven by a recovering GDP. Investors should prioritize asset allocation and consider managed funds to navigate market volatility.
Mihir Vora from Trust MF suggests growth potential in mid and small-cap stocks. These segments include auto ancillaries and CDMO. Capital goods, construction, and pharmaceuticals may show promising results. Vora believes stock-picking opportunities exist even in a sideways market. He advises caution on increasing pharma exposure due to potential US tariff risks. However, he thinks dramatic tariff hikes are unlikely.
