TCS Q3 results impact: The common thread across analysts is that while Q3 execution remains strong and margins resilient, clear visibility on broad-based demand acceleration is still missing.
On the bourses, Billionbrains Garage Ventures' share price climbed as much as 2.7 per cent to an intraday high of ₹159.75 before paring gains to trade 0.26 per cent lower at ₹155.15 around 11:30 AM.
On the bourses, VA Tech Wabag share price rose as much as 6.17 per cent to an intraday high of ₹1,349, before trading 2.81 per cent higher at ₹1,306.20 around 12:50 PM.
Five sectors accounted for more than half of IPO activity across mainboard and SME platforms over the past two years, with leadership shifting sharply between CY24 and CY25
From an investment perspective, they have a positive stance on large-cap stocks, particularly in sectors where earnings growth is strong and valuations remain reasonable.
The brokerage's analysis of its universe of stocks revealed that after a prolonged period of earnings cuts, companies are beginning to report earnings upgrades.
Motilal Oswal believes looking ahead, motor insurance's growth outlook remains constructive; brokerage's top pick in this space is ICICI Lombard General Insurance
Nomura, which termed Coforge its "top pick in the mid-cap India IT services sector," said the company is banking on a solution-led sales strategy to maintain its growth trajectory.
Despite the near-term volatility, HPCL's valuations remain reasonable, the brokerage noted. The stock trades at 1.4x one-year forward price-to-book, slightly above its long-term average of 1.2x.
According to MOFSL, the proposed 5-10 mt/annum coal-to-SNG plant marks a strategic pivot that may improve PLFs, boost energy security, and potentially create new revenue streams.
