New Delhi, April 14 -- Brokerage firm Prabhudas Lilladher (PL Capital) has included ITC, Indian Railway Catering and Tourism Corporation (IRCTC), KEI Industries, Triveni Turbine, and Eris Lifesciences in its list of high-conviction stocks.

At the same time, it excluded prominent names like Infosys, Reliance Industries Ltd (RIL), and Larsen & Toubro (L&T), Polycab India Ltd, and DOMS Industries from its conviction picks due to short-term growth challenges like the global tariff conflicts, fluctuations in crude oil prices, and limited opportunities for re-rating.

In terms of their model portfolio, the brokerage continues to have a positive outlook on sectors such as banks, healthcare, consumer and telecom.

"We are increasing weight on Ba...