Mangalam Maloo

Pratik Gupta, CEO & Co-Head of Kotak Institutional Equities, expects Indian markets to remain range-bound in the near term as investors balance earnings concerns, valuation levels and global capital allocation trends.

Gaurav Malhotra, Executive Director at Axis Capital, believes the Bombay High Court's decision is a bigger positive for Vodafone Idea than for Bharti Airtel. While the relief is not significant enough to alter the industry's competitive landscape, any reduction in liabilities could improve lender confidence and support Vodafone Idea's fundraising efforts.

Rohan Suryavanshi, Head-Strategy & Planning at Dilip Buildcon outlines the company's transition from an EPC contractor to an asset-owning infrastructure player, with mining and long-term assets expected to contribute 75% of profits by FY29. He also discusses order book growth, debt reduction, mining expansion and investment plans.

IKEA has launched a Product Development Centre in India to create 500 India-focused products and boost local sourcing in its stores to 50%, signalling a deeper commitment to the country's growing market.

Rahul Chadha, Founder & Chief Investment Officer of Shikhara Investment and Prashant Paroda, Portfolio Manager-Emerging Markets at Allspring Global Investments discuss FII outflows, valuation concerns, IT services, data centre opportunities, emerging market allocations and the factors that could drive India's next phase of market performance.

Harshbeena Zaveri, Vice Chairperson and Managing Director of NRB Bearing, said the company aims to double its revenue over the next five years and is confident of exceeding that target, supported by plans to pursue more joint ventures and expand into a wider range of industrial applications.

Puneet Chhatwal, Managing Director and CEO of Indian Hotels, expects the company to deliver 13-14% revenue growth in FY27 despite geopolitical uncertainties in West Asia.

Sandip Agarwal, Fund Manager at Sowilo Investment Managers, is particularly bullish on small- and mid-cap IT companies and also sees opportunities in data centre infrastructure, cooling systems and related industrial sectors.

Shreyash Devalkar, Head of Equity at Axis Mutual Fund, highlighted rising electric vehicle adoption in two-wheelers and said manufacturing exporters could emerge as beneficiaries of rupee depreciation over time. Devalkar also remains selective on consumption plays and cautious on large-cap IT stocks due to weak growth visibility.

As India continues to add airports and improve transport infrastructure, both Fly91 and ATR expect regional aviation to play a larger role in connecting smaller cities and expanding access to air travel.