Stocks & Sectors in Focus

• Epack Durable, AC Stocks – Voltas crosses 10 lakh AC unit sales in Q1 FY27; positive for AC and refrigerant gas players. • LG Electronics, Whirlpool of India – Xiaomi's entry may increase competition among appliance brands; potential manufacturing opportunity for Dixon Technologies and Optiemus Infracom. • CV, FMCG, Agri, 2-Wheelers – Monsoon spread across India supports rural demand outlook. • Kirloskar Group Stocks – Positive sentiment continues across group companies. • Garden Reach Shipbuilders and Engineers, Chennai Petroleum Corporation – Received Navratna status; positive for autonomy and growth. • Oil and Natural Gas Corporation, Oil India – Crude oil strength amid Strait of Hormuz uncertainty may support sentiment. • Divgi TorqTransfer Systems, Goodluck India, Rail Vikas Nigam Limited – In focus on recent order wins.