These rather are your next-door citizens who have the potential to over-deliver. These same also have experienced around 2.5 per cent positive earnings revisions for FY26 in May, Bernstein said
The contribution of small-caps to the overall market-cap has grown 1.4 times over the last three years, the Bajaj Finserv AMC note said.
Of the 270 companies analysed, largecaps saw a 6 per cent Y-o-Y earnings rise, midcaps gained 2 per cent, while smallcaps slumped 16 per cent.
While acknowledging that valuations appear stretched, Standard Chartered noted that Nifty's 12-month forward P/E ratio of 20.6x is above its long-term average of 18.2x but still below recent peaks.
Lumax Auto Technologies hit a new high of ₹992.20, rallied 49% in the past one week, after the company reported better than expected earnings for the quarter ended March 2025.
Man Industries rallied 12% to hit an eight-month high of ₹405.35 after the company's board approved fund raising of up to ₹300 crore through a preferential issue
In the past two weeks, the stock price of Cosmo First, a global leader in films for packaging, lamination, labeling and synthetic paper, has rallied 82% after the firm reported strong Q4 earnings.
Among sectoral indices, all but select healthcare ended in the green, with the Nifty Auto, and Nifty IT indices leading the way, gaining 1.05 per cent and 1.02 per cent, respectively
At the stock level, Tanla Platforms, Syrma SGS Technology, Bharat Dynamics, Olectra Greentech, Nippon Life India Asset Management, The Jammu & Kashmir Bank saw double-digit returns
The market breadth remained negative as 2,552 out of 4,032 traded stocks on the BSE ended in the red, while 1,345 ended higher, and 135 remained unchanged
On Wednesday, the BSE Sensex closed at 80,746.78, up 105.71 points or 0.13 per cent from its previous close, and 809.3 points or 1.01 per cent higher from its intra-day low of 79,937.48
More earnings downgrades are probable as fiscal 2024-25 (FY25) results come in, according to Anirudh Garg
From the Midcap basket, BSE led the gains among the Nifty Midcap100 constituent stocks, trading higher by 8.64 per cent, followed by One 97 Communications, with a 7 per cent
Large-caps have become relatively more attractive and there are some opportunities to pick good businesses at attractive valuations, he said
April's uptick signals a market stirring, with FPIs putting a spring in its step
Middleweight stocks are in demand, leading the market with better returns in April's recovery
The Nifty 50 index largely comprises of top 50 companies in terms of free float market capitalisation
Dixon Technologies, Waaree Energies, Data Patterns (India), Godfrey Phillips, Devyani International, and KFin Technologies are some of the counters that have gained over 20 per cent during this period
While majority stocks were nursing losses today, some names from the midcap and smallcap segments defied the weak market trend
Technical charts suggest that the Nifty MidCap 150 index may succeed in conquering the long-term moving average; while the SmallCap index faces a tougher challenge.