Summary

MOFSL expects modest FY26 sales but stronger EBITDA and PAT growth. \nFinancials, Metals and Oil & Gas will lead gains, and mid‑ and small‑caps should outgrow large‑caps. \nVO reported strong results and high growth guidance; Kaynes and CAMS kept steady guidance; pharma margins slowed while real estate and logistics showed strong bookings but cautious margins.

Highlights & Notes

Curated annotations from Readwise.