With 100GWh, 20GWh and 12GWh of planned capacities respectively, these players are set to benefit from what Nuvama calls an imminent J-curve demand breakout, reaffirming its 'Buy' rating on the theme.
Vehicle financiers gain double digits in FY26 as AUM, NIMs and auto loan demand rise. Analysts turn positive on Shriram Finance, M&M Finance, Cholamandalam Investment, and Bajaj Finance
Capital market stocks to buy in India: Analysts prefer exchanges and intermediaries over AMCs citing strong operating leverage, rising retail participation, record SIP inflows
Hotel prices in India's metro cities are likely to remain firm due to limited supply additions, even as higher room availability in tier-2 markets may cap rate growth, YES Securities said.
Elara prefers regulated public-sector utilities such as NTPC and Power Grid Corporation, citing assured returns from regulated assets and a strong capacity-addition pipeline
According to Motilal Oswal, defence electronics continues to see long-term demand for radars, avionics, communication systems and electronic warfare solutions
According to Phillip Capital, the risk reward is now favourable for market leaders that are well positioned to navigate near-term volatility and benefit from the revival in India's paint demand
JM Financial values Jio at about $140 billion in equity ($153 billion enterprise value) and argues that the IPO will reinforce the "free cash flow growth story"
Auto ancillary stocks have surged in FY26 on the back of strong November 2025 auto sales and a GST rate cut. Analysts see medium-term upside but advise selective investing as valuations turn rich
Motilal Oswal remains positive on Bharat Electronics, Hindustan Aeronautics and Bharat Dynamics, assigning 'Buy' ratings with target prices of ₹500, ₹5,800 and ₹2,000, respectively
Elara identified four factors critical for auto ancillary companies to outperform OEMs: product expansion, segment expansion, geographic expansion and inorganic initiatives
The brokerage said most major OEMs reported double-digit year-on-year volume growth, aided by festive spillover, GST 2.0-led affordability, improved rural sentiment and robust export demand
Best real estate stocks to buy: Emkay Global assigned a 'Buy' rating on Lodha Developers, Sunteck Realty, and Arvind Smartspaces, an 'Add' rating on DLF, and a 'Reduce' rating on Oberoi Realty
Nomura expects healthy net inflows to continue as AMCs roll out new offerings such as specialised investment funds (SIFs) and extend their reach deeper into tier-II and tier-III markets
The brokerage argued that the profitability downcycle, marked by several quarters of net interest margin (NIM) compression and elevated credit costs, is now behind the sector.
