Q2 Results mixed as industrials and OMCs post strong numbers, IT and chemicals drag - 5 key sectoral trends
FY25E earnings at risk due to fading margin tailwinds. High valuations and slowing top line keep brokerage cautious. Overweight stance on FMCG, IT, autos, telecom, internet, and pharmaceuticals. Underweight call on BFSI, industrials, commodities, and durables.
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