Hidden Multibagger Stocks by Devendra (RA: INH000026488)
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Disclaimer: I am a SEBI Registered Research Analyst (RA: INH000026488). All stocks, market updates, and investment-related information shared in this channel are strictly for educational and informational purposes only.
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During this market correction, pharma sector stocks are showing strong relative strength.
The following pharma stocks are currently showing strong relative strength:
• Acutaas Chemicals
• Marksans Pharma
• Senores Pharmaceuticals
• Sakar Healthcare
• Kwality Pharmaceuticals
• Gland Pharma
• Sai Life Sciences
• Bliss GVS Pharma
Stocks that remain strong during market weakness often become strong outperformers once overall market sentiment improves.
Panic selling is continuing in the market. Large-cap earnings have not improved for many quarters, with most companies reporting only single-digit growth. FIIs are continuously selling Nifty 50 stocks, which is also putting pressure on the small-cap index. However, I expect a strong recovery in the small-cap index very soon.
When the small-cap index falls, stocks can decline very sharply even if their fundamentals remain strong. Today’s fall appears to be driven mainly by panic selling.
FIIs are reducing investments in the Indian market because of weak earnings growth and limited future growth visibility in IT stocks due to lower investments in AI technology. FIIs believe many Indian IT companies are primarily service-based businesses, which could face disruption from AI in the future. This is one of the major reasons why IT stocks continue to fall, creating pressure on the Nifty 50 and eventually impacting the small-cap index as well.
Even if FIIs slow down their selling, the market can recover strongly. But currently, their selling remains aggressive, especially in IT and banking stocks. Today, the banking index is also under heavy selling pressure. Whenever FIIs aggressively sell IT or banking sector stocks, it indicates that money is moving from India to other countries where AI-driven growth opportunities are stronger.
💥Earnings Decide Market Direction — Not Daily News Headlines💥
Find data on sales and profit growth of large-cap, mid-cap, small-cap, and micro-cap companies that have announced results so far clearly shows an important trend. Final figures will be available only after all companies announce results by the end of this month, but the current data already gives a strong indication of market direction.
Large-cap companies are reporting only single-digit revenue and profit growth. This is one of the key reasons why FIIs are continuously selling large-cap stocks. Global investors are finding better opportunities in other countries where earnings growth is in double digits.
On the other hand, mid-cap, small-cap, and micro-cap companies are showing much stronger revenue and profit growth in double digits. That is why small-cap and micro-cap indices are outperforming, while the Nifty 50 continues to struggle.
Markets do not move only based on daily war headlines or negative news flow. In the long term, markets work on earnings growth. Even after war concerns and Trump tariff-related fears, markets like Korea, Taiwan, the US, and Japan are outperforming because of strong growth in AI-related companies.
FIIs mainly invest in large-cap stocks. If large-cap earnings growth remains in single digits, it becomes difficult for the Nifty 50 to outperform meaningfully.
This is exactly why I have been saying for the last two months that the Nifty 50 may continue to underperform unless earnings growth improves significantly.
At the same time, small-cap stocks can continue to outperform, provided FII selling pressure slows down, because weakness in the Nifty 50 also creates pressure on the broader small-cap index.👇
Q4 Result on 21st May 26 :
DEE Development, Alpex Solar, Rategain Travel, Windlas Biotech, RPSG Ventures, Sheetal Cool, Sandhar Tech, Ashoka Buildcon, Manali petro., Sharda Motor, Allied Digital, Welspun Corp, Engineers India, Bodal Chemicals, ADC India, Va Tech Wabag, Datamatics Glob.,Nucleus Soft.
Q4 Results on 20th May 26 :
OBSC Perfection, Ola Electric, JNK, Epack Durable, Protean eGov, Krishna Defence, Sansera Enginee., Radhika Jeweltec, S P Apparels, Power Mech Proj,Indo Tech.Trans., Dr Agarwal's Eye, Garware Tech., Moschip Tech., Cosmo First,ATV Projects, Aptech, Apollo Hospitals, MIRC Electronics, Kesoram Inds., Integra Engg.
Q4 Result on 19th May 26 :
Om Power Transmission, DCM Shriram Fine Chemicals, Nephrocare Health Services, Shankara Buildpro, Anthem Bioscienc, Adcounty Media.,Blackbuck, ASK Automotive, Mankind Pharma, Fine Organic, Rites, Share India Sec., Dishman Carbogen, Kwality Pharma, BLS Internat., Health.Global, T N Petro Prod,Godawari Power,KDDL Ltd, Hatsun Agro, Dredging Corpn. Bharat Electron, Mayur Uniquoters, Zee Entertainmen, J Kumar Infra, Dynamatic Tech., WPIL,Shaily Engineer., Karnataka Bank, Dhanuka Agritech, Mindteck (India), Trident, Automotive Axles
Q4 Result on 18th May 26 :
Jain Resource, Ajax Engineering, Afcons Infrastr., Garuda Cons, Baazar Style, AVP Infracon, GPT Healthcare, BLS E-Services, DOMS Industries, Rishabh Instrum.,Geekay Wires, Tirupati Forge, Yasho Industries, Apollo Micro Sys, VRL Logistics, Strides Pharma, Diamines & Chem., Assoc.Alcohols, Shivalik Bimetal, HLE Glascoat, John Cockerill, Nelcast, Triveni Turbine, Zydus Wellness,Subros, Rama Phosphates, Lakshmi Mills, KM Sugar Mills, JK Paper, Indraprastha Gas, I G Petrochems, G N F C, Timken India, SEAMEC Ltd, OnMobile Global,GE Vernova T&D
As I said in the morning, today’s market was highly volatile, and exactly the same happened throughout the day. Once again, we saw strong profit booking in smallcap stocks as DIIs were net sellers today.
As I mentioned earlier, Nifty50 largecap stocks may not deliver strong returns in 2026 because many largecap companies are expected to post only single-digit earnings growth. FIIs are getting opportunities to invest in high-growth AI companies in the US and other global markets where the AI revolution is creating massive growth opportunities. Earlier, Indian IT companies were among the favourite investments for FIIs, but now global AI-driven companies are attracting more attention due to their higher growth potential.
If FIIs are not aggressively investing in Indian largecap companies, then it becomes difficult for Nifty50 stocks to deliver a big rally. This is the reason why I do not expect a major move in Nifty50 during 2026.
However, I continue to believe that the Smallcap 250 index will outperform because growth in smallcap companies is much higher.
The Smallcap 250 index corrected sharply from the 17,400 level when Nifty50 saw sharp correction. Now, the index is trying to take support around the 16,600 level, which is why the market is not moving strongly in either direction.
I believe the Smallcap 250 index is currently consolidating before the start of the next rally. This week, we saw profit booking in many smallcap stocks because of the sharp correction in the Smallcap 250 index.
The next major rally may begin once the Smallcap 250 index crosses the 17,200 level convincingly.
Q4 Result on 16th May:
EPack PrefabTech, Chembond Chemicals, Oswal Pumps, Sahaj Solar, Diffusion Engineers, Jay Bee Laminations, Solex Energy, Delhivery, Latent View Analytics, Tatva Chintan Pharma Chem, Dodla Dairy, Neogen Chemicals, Bharat Wire Ropes, CIAN Agro Industries, Sportking India, KEC International, GeeCee Ventures, Vodafone Idea, Hind Rectifiers, Genus Power , Power Grid Corporation Of India, Uno Minda, Systematix Securities, Maithan Alloys, Atul Auto, Styrenix Performance Materials
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As I said in the morning, today you will continue to see high volatility in the market throughout the day. The Smallcap 250 index is trying to take support for its next move, and before the next rally begins, the market is likely to remain highly volatile. Your stocks may fluctuate anywhere between 0% to 6–7% on either side during the day.
The Smallcap 250 index needs to cross the 17,200 level to trigger the next rally. Otherwise, around the 16,700 level, you can continue to see high volatility in the Smallcap index.
