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Kunal Vora, Director and Head of India Equity Research at BNP Paribas, highlights the leading sectors in the Indian market. His insights focus on the key themes driving investment opportunities within the country, reflecting the evolving economic landscape.
BNP Paribas projects a cloudy outlook for equities, anticipating single-digit returns through 2025, with the Nifty 50 expected to reach 25,500. The brokerage favors large-cap stocks due to high valuations in mid- and small-caps and highlights the importance of domestic institutional investors amid weak foreign portfolio inflows. Sector preferences include banking and IT services, with a cautious stance on earnings growth in certain sectors like oil refining.
Dabur is currently trading at 46x/40x on FY26/FY27E P/E, with a 2-3% EPS trim for FY25-27E. Despite a slight miss in Q2FY25 results due to distributor inventory corrections and adverse weather impacting beverage sales, the company anticipates a recovery in revenue growth and stable margins in H2FY25. Analysts maintain a positive outlook, citing favorable risk-reward dynamics following a stock price correction.
Kunal Vora
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
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Kunal Vora
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