Q1FY26 Update - Part 1 - English

In this quarterly update video, we reassess 8 of our stock recommendations based on their results released by 31st July 2025. While several companies posted strong numbers, we downgraded 2 stocks despite their improved performance—driven by deeper concerns around future growth and valuation risks. What triggered this shift in our stance? How did each company fare across sectors like auto, financials, infra, and specialty manufacturing? We analyse key financials, management commentary, and business updates to help you make informed investment decisions. Watch till the end for our updated outlook and long-term view on each stock based on fresh data and ground realities.