“Bullish on pharma; Sun Pharma and Aurobindo Pharma are key large-cap plays. Sun Pharma remains a key stock to watch after its earnings, while Aurobindo Pharma looks attractive after meeting street expectations. The sector continues to outperform broader markets, supported by global uncertainty and defensive positioning.”

Rahul Shah’s track record: 7 graded calls · 95% CI 25–84%