Stock Analysis

Tata Motors Q3FY26 results: Analysts stay cautiously positive as India PV growth improves, JLR outlook stabilises. Targets range ₹310-₹460.

Strong Q3 results and relief from lower US reciprocal taxes lift Sun Pharma shares, prompting brokerages to upgrade earnings outlook and target prices

In the December quarter, Hyundai Motor India's consolidated net profit rose by 6.3 per cent year-on-year (Y-o-Y) to ₹1,234 crore, as compared to ₹1,160.73 crore a year ago

Nomura, which has a 'Buy' rating on Tata Motors with a target price of ₹547, sees clear signs of a CV upcycle gathering momentum, driven by improving industry fundamentals.

In the December quarter, ITC's consolidated net profit (attributable to owners) came in at ₹4,931.19 crore, affected by a one-time provision related to the new labour codes and a base effect

Voltas posted largely in-line revenue for Q3, but better-than-expected profitability, particularly in its UCP segment, prompted a reassessment of near-term margin trends among analysts.

HDFC Securities expects the LG Electronics India's revenue, Ebitda, and adjusted PAT to grow at 8 per cent CAGR each over FY25-28E

Nomura noted that adjusted Ebit margin came in at 8.9 per cent, well below its estimate of 9.9 per cent, with ASPs falling 2.3 per cent quarter-on-quarter (Q-o-Q) to around ₹7.12 lakh.

Emkay Global Financial Services highlighted that while overall CIF and assets under management (AUM) growth remained soft, mirroring broader industry trends, spending momentum was robust.

In Q3, SBI Life Insurance reported a nearly 5 per cent year-on-year (Y-o-Y) increase in net profit at ₹577 crore in the third quarter of 2025-26 (Q3FY26)

While most analysts accept that Vodafone Idea needs to spend heavily to stay relevant, few are willing to fully buy into management's projections.

Why Birlasoft share price rose today: Analysts remain optimistic about the company's medium-term recovery driven by deal wins, margin levers, and a gradual revival in key verticals

TVS Motor reported a robust 37 per cent year-on-year (Y-o-Y) rise in revenue in the December quarter, supported by healthy volume growth and steady realisations.

According to Phillip Capital, SRM has proven execution capabilities in roads, bridges, tunnels, and slope stabilisation across the extreme terrains of Jammu & Kashmir and Ladakh

Tata Consumer Q3 review: In Q3, Tata Consumer Products Ltd (TCPL) reported a 38 per cent increase in consolidated net profit (attributed to owners) to ₹384.61 crore in Q3, as compared to ₹278.88 crore

JM Financial has initiated coverage on Thermax with a 'Reduce' rating and a sum-of-the-parts target price of ₹2,700

Marico reported consolidated revenue growth of about 27 per cent year-on-year (Y-o-Y) in Q3FY26, broadly in line with expectations.

Equirus Securities has initiated coverage on budget-carrier InterGlobe Aviation (IndiGo) with a 'Long' rating, citing India's entry into a multi-decade aviation growth phase

On the bourses JSW Steel share price rallied up to 4.01 per cent to an intraday high of ₹1,216.30 per share, nearing its 52-week high of ₹1,223.75.

In Q3, the fast-moving consumer goods (FMCG) company Godrej Consumer Products reported a marginal decline in its consolidated net profit at ₹497.91 crore as compared to ₹498.31 crore a year ago