Zydus Lifesciences signs U.S. licensing deal for generic Ozanimod—boosting its U.S. specialty footprint.

HDFC Life to adopt revised GST from Sept 22; expected to benefit from enhanced demand and persistency.

GST’s insurance tax hit is estimated to have less than 0.5% impact on embedded value.

Bharat Forge and others are on radar for infrastructure and industrial exposure.

JV deals, pharma licensing, and product cycle changes drawing sector attention.

These names align with consumption, health, and capex narratives.

Stock-specific catalysts are driving selective interest amid broader rally.

Adds both sector diversification and earnings potential to investor focus.

A curated list for long-term upward themes.

Recommended for investors blending income and growth orientation.