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A one-shareholder outburst at GKB Ophthalmics AGM went viral, highlighting minority investor power. Vijay Kedia emphasized boards must respect shareholder money and accountability. Despite owning just one share, Abhishek Kalra demanded the MDs resignation, symbolizing growing investor activism amid the companys stock decline and modest recent recovery.
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The IT sector delivered a mixed performance in Q1FY26, with large caps like Infosys leading in deal wins and Tech Mahindra reporting a 33.9% profit surge. Mid-tier firms such as Persistent Systems and Coforge outperformed with stronger sequential growth and better deal conversions.Margins remained under pressure due to higher costs and cautious client spending, though mid-tier players showed resilience with AI-led efficiencies. BFSI and Hi-Tech demand stayed stable, while retail and healthcare were sluggish. Here are the top picks from Axis Securities:
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Between August 25 and November 27, 2025, 57 companies will see pre-listing shareholder lock-ins expire, totaling nearly USD 20 billion. Major unlocks span one-, three-, and six-month schedules, with key stocks including Ather Energy, JSW Cement, and Brigade Hotel Ventures, potentially impacting market activity.
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