Monday, 28 September 2026Updated 15m ago
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Broker call▲ Bullish for Coal India

Dharmesh Kant bets on banks, mining and AI themes; cautious on FMCG

1 source · first seen 09:33 28 Sept · updated 09:33 28 Sept

The brief

Written from 1 report · check the source before you trade
  • Dharmesh Kant highlighted value in Coal India and favoured banks, mining and AI themes
  • He was cautious on FMCG and discussed automobiles and consumption
  • Coal India and bank stocks are exposed to Kant’s stated preferences; FMCG faces his caution

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Linked by the tag Coal India

13 stories this week
  1. 28 SeptCoal India Unit SECL said to hire banks for $800 million IPOIPO · 1 source · SECL appointed ICICI Securities, SBI Capital Markets, Motilal Oswal and IDBI Capital Markets as advisers
  2. 27 SeptCoal stocks worsen as 77 thermal power plants face critical inventoriesMarket move · 1 source · 77 thermal power plants face critical coal inventories
  3. 26 SeptIndia orders 112 captive coal plants to run at full capacity from October 1Order win · 5 sources · The government ordered 112 captive coal plants to operate at full capacity from October 1
  4. 26 SeptSAIL signs MoU with BCCL for joint development of coal blocksDeal · 1 source · SAIL and BCCL signed an MoU to jointly develop and operate two coal blocks
  5. 26 SeptAs stocks fall at power plants, govt mulls imported coal blendingPolicy · 1 source
All Coal India stories →

Read the reports

1 report · earliest 09:33
CNBC-TV18Dharmesh Kant bets on banks, mining and AI themes; cautious on FMCG09:33