Dipan Mehta cautious on FMCG, sees opportunities in Tata group, flags execution risk in Amara Raja
Dipan Mehta, Director at Elixir Equities, said lithium-ion entry improves prospects for Amara Raja Energy & Mobility, but execution remains key. He noted weak volume trends limit confidence in staples demand and suggested shifting exposure to newer consumption segments. He expects steady returns from Trent, sees improving growth in Tata Communications, and highlights EV-led opportunities…
