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Investors are keeping a close eye on key corporate developments today, with Vedanta, DreamFolks, and select auto stocks dominating the market conversation. Speaking to ET Now, market expert Dipan Mehta shared his views on these companies and sector trends.
Vedanta Demerger: complex but positive
Attention is on Vedanta as the NCLT is set to announce its outcome, with the company confident that its demerger will happen in FY26. Mehta described the move as “a great value unlocking opportunity, though delayed due to its complexity. Debt concerns at the holding company may be resolved by selling subsidiaries, which is positive.”
He added, “Hindustan Zinc should perform well with rising silver prices, being one of India’s largest silver producers. The overall business remains steady, and the management is competent. This demerger represents a clear positive for minority shareholders.”
DreamFolks faces setback
DreamFolks surprised the market by discontinuing domestic airport lounge services, previously a major revenue contributor. Mehta noted, “It’s a massive setback and will impact profitability. The stock is likely to take a severe hit, but we’ll wait to see what the management plans next.” He acknowledged that the company’s reliance on this line of business has been a concern for investors, and this development could further affect confidence.
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Auto stocks set for boost
GST cuts are expected to stimulate passenger vehicle and two-wheeler volumes. Mehta said, “Maruti and Hero MotoCorp will benefit immediately. For long-term holdings, Mahindra & Mahindra and Eicher Motors remain top picks due to strong products, EV initiatives, and diversified businesses including tractors.”
Bottom-up stories: L&T and Reliance
On L&T, Mehta highlighted its “diversified order flows and strong earnings visibility of over 14-15% long-term, making it a resilient choice for investors.
Regarding Reliance Industries, he observed, “Concerns about its holding company structure and upcoming IPOs may limit shareholder gains. While the company has great potential, this may cause near-term underperformance despite its strong fundamentals.”
Investors are closely monitoring these developments as markets react to corporate actions, GST-driven auto demand, and broader sector trends. With a mix of opportunities and risks across sectors, market participants are weighing both short-term impacts and long-term value prospects.
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