“Bullish on mid- and small-cap segments, expecting earnings upgrades in coming quarters due to stronger-than-expected Q1FY27 earnings driven by pricing actions and volume growth. However, sustainability of profitability from low-cost inventory is a key monitorable, as higher-cost replenishment could constrain Q2FY27 margins. Investors are gravitating towards sectors and companies with strong earnings visibility.”

Vinod Nair’s track record: 6 graded calls · 95% CI 10–70%