MT is mentioned as a company that is converting a genuine capex cycle into genuine profit.
Source Post
Mid & Smallcaps Just Had a Blockbuster Quarter — Can It Last? | Wright Research
Aug 16, 2026
The creator analyzes India Inc.'s recent quarterly earnings, highlighting a significant divergence between large-cap and mid/small-cap performance. While aggregate profit growth was low, small caps showed exceptional earnings growth. The analysis delves into specific company examples like Marxans Pharma, HFCL, Wellspun Corp., and MTAR Technologies to illustrate these trends, emphasizing the importance of domestic demand, the capex cycle, and financials as key drivers. The creator also cautions that some of the reported growth might be influenced by acquisitions or temporary factors, and that margins may normalize.
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