Analysts at YES Securities have recommended a 'BUY' rating on Chennai Petro, MRPL, BPCL and Reliance Industries on the back of upbeat prospects for these oil refining companies.
The structural outlook remains favourable, analysts said. Mumbai contributes nearly 15 per cent to India's hotel room revenue and disproportionately dominates the luxury segment.
The brokerage has initiated coverage on Graphite India and HEG, assigning a target price of ₹700 to each, assuming them to be structural winners in the sector
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
