ICICI Securities

"Jagdishan's decision is incrementally positive as it removes one binary uncertainty," analysts at Nomura said in a note post the development.

Page Industries has retained its double-digit volume growth guidance for FY27, but elevated raw material costs and premium valuations could limit near-term gains

ICICI Securities says Indian equities may be emerging from a prolonged weak phase as valuations ease, growth improves and key macro risks recede

While Tata Motors Commercial Vehicles is targeting higher market share and double-digit margins, concerns over Iveco integration and input costs may limit near-term upside

Record defence production and exports, coupled with strong order books and improving execution, are expected to support healthy growth for defence companies in FY27

Supported by the Sun Pharma's proven record of strong cash flows, analysts remain confident in gradual deleveraging over time.

In the past month, Azad Engineering shares have zoomed 51 per cent, as against a 6 per cent fall in the benchmark Sensex.

Markets have corrected 10 per cent in 2026 amid Iran war-led uncertinty, shifting focus to stock-specific bets. ICICI Direct picks Bajaj Auto & Reliance Industries with up to 12% upside potential

HDFC Bank market cap falls below ₹12 trn; stock down 10% in 3 days post Atanu's exit

ABB India share: Capacity expansion and new R&D labs should enhance technological capabilities, support export opportunities, and improve long-term growth visibility, says ICICI Securities.

ICICI Securities says Indian units of global firms like HUL and Nestle India command premium valuations, making domestic listings a value unlocking strategy

ICICI Securities' Pankaj Pandey says markets may need time to adjust to the new STT regime but sees strong FY27 earnings and midcap outperformance

In the past one month, ONGC has outperformed the market by surging 16 per cent, as against 0.87 per cent rise in the Nifty 50.

The average trading volumes on the Aeroflex counter jumped over four-fold, with a combined 11.14 million shares representing 8.4% of total equity of the company changing hands on the NSE and BSE.

The divestment of Nabha Power for ₹3,660.87 crore is strategically positive for L&T as it aligns with the company's stated objective of exiting the development projects business, believe analysts.

The company said decrease in revenue from operations during Q3FY26 is due to lower sales of PI and Artificial Sweeteners.

ICICI Securities identified four key growth levers for HUL. First, demand for large-pack units in personal care categories has shown strong responsiveness to lower prices following GST cuts.

SBI's market capitalisation touched ₹9.45 trillion in intra-day deals on Tuesday.

At 09:55 AM; Nifty Metal index, the top gainer among sectoral indices on Monday, was up 1.5 per cent, as compared to 0.08 per cent rise in the Nifty 50.

Among others - Ashok Leyland, India Cements, Laurus Labs, Federal Bank, Shriram Finance, Hindalco, Vedanta and NALCO shares were also trading at life-time highs in Monday's trading session.