View All Newsletters
Market Commentary YTD bounce back in Nifty Mid Cap 100 & Nifty Microcap 250 indices has been very strong, led by strong double-digit earnings growth reported by respective indices in 4QFY26. Both Good & Clean Portfolio and Micro Marvels Portfolio reported strong earnings growth of 21%/34% in 4QFY26 and have consequently done well on performance. The Coffee Can Portfolio reported 2% YoY earnings growth in 4QFY26 vs. 9% in 3QFY26, largely because of a net loss reported by InterGlobe Aviation (IndiGo) on account of elevated foreign exchange losses and exceptional charges during the quarter on an adjusted basis, excluding these one-offs.
View full newsletter (21 pages)
