Sonal Bhutra

Dhruv Bhatia, Fund Manager-Equity at Edelweiss Mutual Fund, says the recent selloff in mid- and small-cap stocks is largely a phase of profit booking rather than a structural change in market leadership. He remains constructive on select mid-caps, private banks, autos and healthcare, while saying crude oil prices remain the biggest risk for markets. Here's what investors should watch next.

Jio Platforms' IPO has set new subscription records, reflecting strong investor interest in India's telecom sector. Market expert Arun Kejriwal says the company's technology, subscriber base and market share gains position it for long-term growth, while measured tariff hikes could support earnings.

Bansal Wire Industries expects 20% year-on-year volume growth in the second half of FY27 after recovering from a weak first quarter. Managing Director and CEO Pranav Bansal says better capital efficiency, stable gas availability and improved working capital should support growth.

Jupiter Life Line Hospitals expects margins to improve as its Dombivli hospital approaches break-even and newer facilities mature. CEO Ankit Thakker said ARPOB is likely to grow slightly ahead of inflation over the next few years, while the company remains on track with its expansion plans backed by cash reserves and internal accruals.

Supreme Industries has cut its FY27 volume growth guidance to 10% and expects 14-14.5% margins. CMD MP Taparia outlines the company's ₹1,000 crore capex plan and expansion roadmap.

GNA Axles has upgraded its FY27 revenue growth guidance to over 30%, supported by strong export order backlogs in North America and Europe. The company expects double-digit growth from next year, is expanding its light vehicle business, and continues to invest in EV components and capacity expansion while funding growth through internal accruals.

Eris Lifesciences expects profitability to improve as biologics production ramps up and acquired businesses continue to scale. The company also expects India's semaglutide market to grow significantly over the next year while planning faster debt reduction as its capex cycle slows.

Uttam Kumar Srimal, Deputy Head-Fundamental Research at Axis Securities sees opportunities after the market correction, favouring private banks, metals, quick commerce, autos and hotels. DCB Bank and Coforge feature among its Diwali picks.

Sandeep Asolkar, CMD and Amit Sawant, CFO of SFC Environmental Technologies said that the company plans to use ₹42 crore of its fresh issue proceeds to repay term debt, potentially saving ₹3-4 crore in annual interest costs. Its execution, working capital management and profitability remain key factors to watch.

The polystyrene maker expects volume growth of up to 5% in FY27, while exports could fall 70–75% for the full year unless shipping routes reopen and freight costs ease.