“Bullish on auto sector long-term, despite short-term weakness due to delayed monsoon. Prefers Mahindra & Mahindra and Eicher Motors among OEMs, and Sona BLW and Motherson in auto ancillary space. EV theme is a long-term opportunity, with TVS Motor, Ather, Tata Motors, Mahindra, and Sona BLW as top picks. Kotak Mahindra Bank offers long-term value at 1.5-2 times price-to-book. Banking sector loan growth expected at 10-15% in FY27, with private sector banks and SBI as growth picks. Also bullish on chemicals, pharmaceuticals, and EPC companies, particularly Deepak Nitrite, Vinati Organics, and Laurus Labs.”

Aditya Shah’s track record: 7 graded calls · 95% CI 8–64%