The brokerage attributes Samvardhana's recent stock outperformance to a resilient H1FY26, marked by stable booked business and limited impact from US tariffs, with pass-through discussions underway
In an email interview, Yogesh Kalwani says he prefers a mix of largecaps and select mid- and smallcap names, with sector tilts towards BFSI and healthcare
Emkay Global Financial Services values BPSL at ₹53,000 crore or 11.8x on FY27E, with EV/Ebitda, well above its prior internal estimate of ₹40,500 crore
The brokerage believes the recent correction in Shoppers' Stop stock price offers a margin of safety, while the "Shoppers Stop 2.0" is beginning to show tangible results
Antique believes DOMS Industries is well poised to grow at a faster clip in the overall consumption space through capacity addition, distribution expansion, and strong innovation pipeline
The brokerage's constructive view is backed by the recent goods and services tax (GST) cut on ice cream, a strong cold-chain and distribution network, and a premium brand portfolio
After relatively muted growth in FY25-26E, analysts expect a step-up in FY27, with earnings per share (EPS) forecast to rise 13-15 per cent year-on-year (Y-o-Y)
The brokerage cited the company's strong positioning in India's fast-growing CRDMO space, high profitability and disciplined execution as reasons for its bullish view
The brokerage remains positive on Dalmia Bharat's long-term growth prospects, backed by volume expansion, margin improvement and a disciplined balance sheet
Recently listed eyewear retailer Lenskart posted a nearly 20 per cent year-on-year (Y-o-Y) jump in net profit for the September quarter, reaching ₹103.5 crore
If current spot prices for aluminium, zinc and silver hold through FY27, Emkay estimates Vedanta and Nalco to see Ebitda upgrades of about 5.5 per cent and 4.9 per cent
Within the space, Kotak's preferred names are Aadhar Housing Finance and Aavas Financiers, citing their positioning and growth potential. It also finds Aptus Value attractive for its profitabilty
According to a YES Securities' report, OFS accounted for nearly 63 per cent of total IPO proceeds in 2025, meaning most of the money raised is going to existing shareholders
