Enigma Investment expects strong earnings in midcap, smallcap stocks
In short
Viraj Mehta of Enigma Investment Partners said smallcap and midcap stocks should post strong Q2FY27 earnings. He also expects consumer companies to do better because of inflation.
The report says he is still cautious on IT and companies that depend on the US market. It does not name specific stocks or give price targets.
What the reporting says
Enigma Investment Partners CIO Viraj Mehta said smallcap and midcap stocks are likely to show strong Q2FY27 earnings, according to the CNBC TV18 Market summary. The same report says he sees consumer companies benefiting from inflation and remains cautious on IT and US-focused firms. The update is an outlook, not a reported result, and it does not give target prices or company names beyond those sectors.
Why it matters
The market view points to expected earnings strength in smaller Indian companies and possible support for consumer stocks if inflation helps pricing or demand. At the same time, caution on IT and US-linked companies suggests a more selective outlook. The source gives a forward-looking view only, so the actual earnings outcome is still unknown.