“Bullish on BFSI, autos, and defence sectors; banks and NBFCs have cleaner balance sheets and a wave of deal-making; autos have strong FY26 numbers and a narrowing price gap between two-wheelers and cars; defence manufacturers like Solar Industries have high growth potential due to modern warfare trends.”

Aditya Kondawar’s track record: 6 graded calls · 95% CI 30–90%