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Havells India shares: The company reported net revenue of 6,532 crore for the quarter, marking a 20.2% year-on-year rise from 5,434 crore in the corresponding quarter last year, driven by strong demand across product categories. Revenue also showed a notable sequential increase from 4,883 crore in Q3 FY25.
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Equity markets always come along with their fair share of excitement and volatility. For a long-term investor, these events provide a clear opportunity to add quality stocks to their portfolio and be part of businesses that will show growth when the tide turns over.
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I think on fundamentals alone the broader financial services sector presents attractive opportunities in insurance, wealth management etc. where we are seeing the structural trend in financialization playing out. Our investing style remains sector agnostic though.
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