India's June-quarter earnings season has given brokerages fresh reason to look beyond index volatility and return to stock-picking, with a series of brokerages naming a long list of post-Q1 ideas across banks, autos, telecom, defence, metals, healthcare, capital goods and consumption. The lists put out by the brokerages together contain 50 recommendations, including some marquee names such as ICICI Bank, SBI, Hindalco and Shriram Finance.
The common thread is that investors are being asked to focus on companies with earnings visibility, balance-sheet strength and sector tailwinds after a better-than-expected Q1FY27 earnings season.