Amisha Vora of Prabhudas Lilladher told CNBC-TV18, "One thing from the results was pretty evident that a lot of agri-commodity and otherwise also commodities went through a lot of correction be it wheat, sugar, soya, corn, oil and a lot of oil derivatives for example Asian Paints. So most of these branded companies have been able to capture it pretty well in terms of their margin improvement and that is pretty positive. Though volume growth across has been slightly subdued compared to earlier times and that also was the trend evident in case of Maruti Suzuki India."
"Midcaps which are looking interestingly poised, I think Britannia’s numbers will continue to be good for some more time but at this valuation, after the results the way it has moved up, we would like probably it will go into a slight consolidation and at declines one should probably look at it again. We think that one side of the market, which is picking up momentum in the economy is the transmission and distribution (T&D) segment, which is where we are seeing good amount of orders having come from Power Grid Corporation of India, also from different states, KEC International within that space looks very interestingly poised towards, we think very good topline as well as margin improvements will continue and that stock looks interestingly poised," she added.
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