SBI Securities’ Sunny Agrawal highlighted Aditya Birla Capital’s strong all-round performance, with robust growth across lending, asset management, and insurance segments. He expressed caution on LIC Housing Finance, favoring smaller players like PNB Housing, Home First, and India Shelter Finance. Agrawal is optimistic about Sagility, anticipating a 20% upside due to its healthcare play and reasonable valuation.
