OMKARA CAPITAL – DAILY NEWSLETTER (15th June, 2026)

US and Iran have reached a peace deal

Stocks To Watch
•⁠ ⁠Financials: rupee will strengthen and RBI measure will get huge foex inflows (ICICI Bank, BoB, Axis, RBL – due to Etihad as owner)
•⁠ ⁠RBL Bank appoints Bhavin Lakhpatwala as CFO with effect from June 12, 2026. In his previous role at HDFC Bank, he was part of the CFO leadership team.
•⁠ ⁠Vedanta subsidiaries to list today (we have shared what to do)
•⁠ ⁠AB Cap board approved 4,000 crore fund raising to promoter entities at ₹356.02/sh (NBFCs cycle is super strong)
•⁠ ⁠OMCs: clearly as they all benefit with crude prices coming down
•⁠ ⁠Travel theme: TBO Tek, Travel Food & Services
•⁠ ⁠Airlines and Airports: Indigo, GMR Airports
•⁠ ⁠Textiles: cheap and next event soon can be USA-India deal as Modi Ji & Trump meeting soon
•⁠ ⁠Motilal is now taking Samman capital on a roadshow in Singapore and Hong Kong. Just fyi.
•⁠ ⁠Gold & Silver higher after recent profit booking – gold NBFCs are what we like – IIFL Fin, Fed Fina, Manapuram

**Repeat – from weekend thoughts **

I dare say that over the next few days we could see a tsunami of stock ideas from every corner, and plenty of action back in the markets. New stock ideas, new themes, new turnaround candidates, new narratives — all will emerge from every corner. We too will feel we have missed many stocks; that is normal. So relax, and don’t get carried away by irrational exuberance. Always respect valuations and long-term structural cycles. As I always say: protect yourself from narratives and absurd valuations.

Only for traders: I am taking high-delta bets in financials (some features: ownership & management change + earnings visibility is very high + low ownership + cheap valuations + little or no research coverage by foreign institutions + hated for whatever reasons + big sector tailwinds) like IIFL Finance, RBL, Samman Capital, Manapuram, Fed Fina, Northern ARC, Jio, Edelweiss, JM Fin. Even in trading, I prefer size and stocks with adequate liquidity. Kusum 2 will keep solar pump stocks excited like Shakti Pumps, Oswal Pumps. Borosil Renewables remains a key stock for me to track, as big names have begun entering it — even last week. And the India–US deal will surely spark textile names.

Some SMEs we have mentioned in FORUM – check that as well. Effwa Infra & Q-line – only for risk takers.

And some of the above names are not a one-week or one-month trade — if things fall into place, they can deliver 1–2–3x as well.

Do as you see fit — but never forget risk management and respect for valuations.

JAI SHRI SAI RAM JI

Warm regards,
Omkara Capital Private Limited, India
www.omkaracapital.in

Disclaimer: This newsletter is for informational purposes only and does not constitute investment advice. Please consult your financial advisor before making any investment decisions.