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Bernstein flags Eternal, Delhivery among beneficiaries of India’s policy stimulus

Bernstein identifies M&M, EMS, EV, Eternal and Delhivery as potential beneficiaries of Indian policy support, rural transfers, PLI incentives and delivery-worker availability. It expects future government wage revisions to bolster discretionary consumption while domestic liquidity supports valuations.

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Reported figures

From the report. Source details below

Nifty 50 target: 26,000

Also in the report

  • $30 billion policy stimulus
  • 8% NSE 200 earnings growth in the June quarter
  • $8-10 billion government support through excise cuts and subsidies
  • More than $20 billion annual central-government wage-revision transfers
  • Above $30 billion potential transfers including state governments
  • 2027 and 2028 consumption impact

Other figures

  • $2 billion OMC losses

The source

Source Read the source at Financial Express

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