For the past few weeks, the markets have largely moved negative to sideways with no major signs of sectoral rotation. The overhang of uncertainty around the recently announced 50% tariffs by the US on Indian exports has kept investors cautious, limiting broad-based momentum across sectors.
Yet, beneath this muted backdrop, a handful of stocks have stood out. On a relative rotation basis against the Nifty 500 index, these names have not only held their ground but also gained strength, backed by strong Q1 FY26 results and resilient business momentum.
In this blog, I spotlight 6 such companies that continue to demonstrate operational robustness and are well-positioned to sustain their growth trajectory in the coming quarters, thus making them worth tracking closely despite the prevailing macro uncertainty.
So, let’s begin.