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Aniruddha Sarkar discusses the cyclical nature of market sectors, highlighting the fall from grace of once-favored industries like paints, IT, and FMCG due to valuation excesses, margin pressures, and structural fatigue. He emphasizes the importance of monitoring earnings support for valuations, using the PEG ratio as a key metric for timing exits, and suggests exploring under-the-radar sectors for new opportunities.
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News and Media
Titagarh Rail Systems is set to expand its Uttarpara facility after acquiring 40 acres from the West Bengal government for 126 crore. This expansion will boost Vande Bharat coach and metro car production, increasing capacity to 850 cars annually by FY28. A test track will also be established for performance validation.
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News and Media
Ola Electric is set to announce its Q1FY26 earnings. The report indicates a weak quarter. Losses are expected to increase year-on-year. Sales may fall due to lower volumes. Kotak Institutional Equities predicts a net loss of Rs 459 crore. Revenue is estimated at Rs 685 crore. Volumes are projected to decline to 60,000 units.
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News and Media
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