# Indian equity benchmarks ended sharply higher on May 25 amid positive global cues and hopes of a potential US-Iran deal.

*business · news · 2026-05-25 · CNBC TV18*

## Key points

- Ambareesh Baliga sees platform companies gaining from AI adoption, reducing operating costs over time.
- Gen Z consumers are increasingly favouring platform-led businesses over brick-and-mortar models.
- Baliga has turned positive on Groww and favors Honasa Consumer and Eternal for long-term prospects.
- Aurobindo Pharma's acquisition of Lannett is expected to be value accretive according to DAM Capital.

**Companies:** Infosys, Eicher Motors, L&T, Bajaj Finance, Adani Enterprises, HDFC Bank, Titan Company, Aurobindo Pharma, Groww, Honasa Consumer, Eternal, Waaree Renewable Technologies, Lannett
**Countries:** India

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