These 18 stocks could be likely beneficiaries as Centre unveils PM Dhara scheme worth Rs 1.86 lakh crore

The government’s Rs 1.86 lakh crore PM DHARA scheme is expected to boost renewable energy, power transmission, capital goods and cable companies. Targeting 135 GW renewable power evacuation, 50 GWh storage and 12–13 HVDC projects through 2027–2036, the programme could create substantial long-term order opportunities for infrastructure and equipment manufacturers.

Kotak Mahindra Bank shares in focus after lender appoints Anup Kumar Saha as next CEO. Here’s what Nomura and Jefferies expect

Kotak Mahindra Bank shares will be in focus after the lender appointed Anup Kumar Saha as its new MD and CEO for a three-year term starting January 1, 2027. Saha will succeed Ashok Vaswani, who has opted not to seek reappointment. Here’s what brokerages Nomura and Jefferies said about the leadership transition, its implications for…