The next phase of returns in Indian equities will be increasingly driven by companies demonstrating strong earnings visibility, says Sandeep Neema of PL Capital
52-week low lists become a common hunting ground to find investments among those that were the darlings of the market in the most recent run-up prior to the correction
Mid-caps are poised to lead over large- and small-caps in 2026, driven by double-digit FY27 earnings and FPI inflows, though outperformance margins may narrow, said Vikram Kasat of PL Capital
Muhurat Trading: The special one-hour Muhurat session, considered a symbolic start to the Hindu calendar year (Samvat 2082), will be held between 1:45 PM and 2:45 PM today on both the NSE and BSE.
Nomura has maintained its Nifty target for March 2026 at 26,140, implying a modest upside of 4 per cent from current levels, based on a FY27F earnings per share (EPS) estimate of ₹1,245.
Analysts at PL Capital expect domestic-oriented sectors to outperform, naming banks, NBFCs, autos, retail, consumer staples, defence, metals, and select consumer durables as top picks.
On the bourses at 1:01 PM, Camlin Fine Sciences share price was trading 0.28 per cent lower at ₹231.85 per share. By comparison, BSE Sensex was trading 0.21 per cent lower at 82,451.90 levels.
While the near-term demand environment remains muted due to volatile PVC prices and weak trade sentiment, Prince Pipes remains confident of delivering high single-digit volume growth in FY26.
Real estate sector/stocks: The Nifty Realty index has slumped nearly 14 per cent so far in 2025 (till Sept 15), in sharp contrast to the 6 per cent gain in the benchmark Nifty50 index.
India's data centre capacity is expected to quintuple to 8GW over the next 5 years, driven by rising internet traffic, growing adoption of AI & stricter regulatory mandates around data localisation.
Among stocks, Natco Pharma plunged 37.85%, Ipca Labs 22.43%, Aurobindo Pharma 17.99%, and Sun Pharma 14.30%. Other laggards include Lupin (13.25%), and Dr Reddy's (5.17%).
Pidilite Industries share price has gained 13.1 per cent in the last six months. In comparison, BSE Sensex has gained a little over 10 per cent during the same period.
Cummins India share has gained 40.3 per cent over the past six months, rising 18.5 per cent in the last three months and over 5 per cent in the past month alone, BSE data showed.
