Nomura

Nomura has leased 38,478 sq ft of office space in K Raheja Corp's Altimus tower in Mumbai's Worli under a 10-year agreement with annual rental escalation

Experts believe the markets, which were already nervous owing to the West Asia war, may have overreacted to PM Modi's appeal for austerity measures given the sharp fall seen in the last two days.

Nomura says PM Modi's appeal to conserve fuel, avoid gold purchases and cut overseas spending signals rising pressure on India's fiscal and current account deficits amid West Asia war

Iran, according to Nomura's estimates, has been the biggest beneficiary since the war broke out in terms oil revenues that rose 36 per cent y-o-y in March 2026 to $5.7 billion

Global brokerage Nomura prefers private banks over PSU bank stocks, citing limited re-rating scope, weaker earnings quality, and high leverage risks among PSBs. It likes Axis Bank & ICICI Bank

Brokerage flags risks from elevated oil prices, slowing domestic inflows and India's weak positioning in AI, even as valuations remain stretched versus regional peers

Nomura says United Spirits' plan for the IPL team could unlock a one-time payout for shareholders

Nomura has warned that bank margins may decline in FY27 as credit growth continues to outpace deposits. Rising CD ratio, falling LCR, and weak deposit growth remain key risks for the banking sector.

AI could transform NBFC lending and drive faster growth, according to Nomura. The brokerage has initiated coverage on Piramal Finance, L&T Finance, Tata Capital and HDB Financial.

Tensions in West Asia, if sustained, could test the goldilocks mix of robust growth and stable inflation, Nomura said in a recent note.

Nifty FMCG index dropped 2.4 per cent today as commodity prices rise amid Iran war. Nomura warned that higher input costs could hurt margins of HUL, GCPL and Colgate Palmolive in Q1FY27

Last week, Nomura had assigned a 65 per cent probability that ‌the Reserve Bank of India would cut its policy rate by 25 basis points to 5 per cent

Samvardhana Motherson's share price was trading 4.2 per cent higher at ₹134.85 compared to the previous session's close of ₹129.43 on the NSE

Nifty will likely head back to 26,500 and settle there as focus returns to earnings, analysts at Bernstein said in a note

Nomura expects TMCV's India business to be a key beneficiary of the anticipated recovery, supported by its dominant 46 per cent market share in the domestic MHCV segment in FY25.

In a note starting coverage on USL with a 'Buy' rating & target of ₹1,650, Nomura said the sector is seeing a paradigm change as consumers move away from 'drinking more' to 'drinking better'.

The brokerage expects robust margin improvement, strong cash generation and healthy growth in the company's managed hotels pipeline to drive earnings over the medium term.

Nomura has set a target price of ₹830 for the Indian Hotels stock, based on a valuation of 26 times its estimated FY28 EV/Ebitda

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.

The brokerage lowered its target price to ₹16,598 from earlier levels, implying a 36 per cent upside from current prices.