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Kotak Institutional Equities reports that rising crude oil prices benefit upstream companies like ONGC and Oil India, increasing their EPS. Surprisingly, OMCs (BPCL, HPCL, IOCL) may also gain if the government maintains current pump prices, leading to potential margin expansion. While refining margins are modest, improved marketing profitability could offset these concerns.
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Amit Khurana of Dolat Capital anticipates limited market movement in the coming quarter due to headwinds, suggesting a cooling period before renewed buying. Upside potential is capped, while downside risk is protected. He advises a neutral stance on the pharma sector for FY26, citing normalizing tailwinds and US trade tariffs, but favors JB, Ajanta, Cipla, and Torrent.
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The investment was made in InCred Holdings Ltd, the parent of tech-driven NBFC InCred Financial Services, which operates across consumer, SME, and education lending.
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