Stock Analysis

ITC stock downgraded as excise duty hike raises margin, volume growth risks

ITC earnings estimates for FY27-28 have been cut after a sharp excise duty hike on cigarettes. Brokerages have downgrade the stock, citing margin and volume risks

Updated On: 02 Jan 2026 | 10:27 AM IST

Additional funding and relief key for Vodafone Idea to meet liabilities

On Wednesday, Vi's stock price had slipped 11 per cent, after hitting a 52-week high of ₹12.80 on December 31, 2025

Updated On: 01 Jan 2026 | 9:59 PM IST

HDFC Securities trims Oil India target to ₹495; maintains 'Buy': Here's why

HDFC Securities maintained its 'Buy' rating on Oil India, supported by expectations of 9 per cent CAGR in gas production and 4 per cent CAGR in oil production over FY25-27E

Updated On: 01 Jan 2026 | 1:44 PM IST

HDFC Securities bearish on Nykaa, sees limited core BPC operating gains

The brokerage has maintained its 'Sell' rating on FSN E-Commerce Ventures (Nykaa) with a target price of ₹200 per share. Fashion remains a "work in progress", it said

Updated On: 01 Jan 2026 | 12:22 PM IST

Nirmal Bang recommends 'Buy' on Bharti Airtel on strong ARPU, 4G/5G growth

Nirmal Bang Securities has set a target price of ₹2,525 per share for Bharti Airtel, implying a potential upside of 20 per cent from the previous session's closing of ₹2,105.6

Updated On: 01 Jan 2026 | 10:46 AM IST

HDFC Sec turns bullish on Dr Lal PathLabs; upgrades to 'Buy'; raises target

Dr Lal PathLabs is focusing on innovation, including new wellness packages and high-end, super-speciality tests, with a focus on capturing prescription shares

Updated On: 31 Dec 2025 | 2:17 PM IST

Mirae Asset Sharekhan bullish on Lemon Tree on strong pipeline, RevPAR

Lemon Tree Hotels management has guided for mid-teens revenue growth driven by a busy wedding season, surge in MICE activities, higher share from Aurika, Mumbai and contribution from new hotels

Updated On: 31 Dec 2025 | 2:12 PM IST

Motilal Oswal bullish on VA Tech Wabag; strong order book supports growth

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.

Updated On: 31 Dec 2025 | 12:51 PM IST

Brokerages raise target on Shriram Finance post analyst call; details here

Management emphasised that MUFG is being onboarded as a long-term strategic partner, bringing not only significant capital support but also meaningful value addition through funding diversification

Updated On: 31 Dec 2025 | 11:46 AM IST

V-Mart's turnaround gathers pace as margins rise, stores scale up: Analysts

After three years of store rationalisation and pricing corrections, Unlimited's newer stores are now performing in line with core V-Mart outlets.

Updated On: 31 Dec 2025 | 9:44 AM IST

Ajanta Pharma shares up 3% as Biocon tie-up fuels long-term growth optimism

Ajanta Pharma shares gained 3% despite a weak market as analysts turned bullish on its Biocon partnership, semaglutide opportunity, and growth outlook

Updated On: 30 Dec 2025 | 11:33 AM IST

HDFC Sec upgrades Max Healthcare on strong expansion-led growth outlook

On the bourses, however, Max Healthcare share price was trading 1.75 per cent lower at ₹1,044.75 per share around 11:30 AM. By comparison, BSE Sensex was trading 0.07 per cent lower at 84,637.50.

Updated On: 30 Dec 2025 | 11:31 AM IST

Motilal Oswal stays bullish on Indigo Paints, bets on demand recovery

The brokerage has reiterated its 'Buy' rating on the stock, with a revised target price of ₹1,450, valuing the company at 35x Dec'27E earnings.

Updated On: 30 Dec 2025 | 9:44 AM IST

Skipper newly rated 'Buy' at Systematix; 17% upside potential seen

Skipper is among the top 10 transmission tower manufacturers globally and has built a strong cost advantage through high backward integration, sourcing nearly 90 per cent of its raw materials in-house

Updated On: 30 Dec 2025 | 9:13 AM IST

What does Coforge's Encora acquisition mean for investors? Analysts weigh

Brokerages see the acquisition as aligned with Coforge's stated ambition to shift more deeply into higher-value, AI-driven engineering services

Updated On: 29 Dec 2025 | 12:37 PM IST

Lenskart: Emkay Global sees 6x revenue growth potential, initiates 'Buy'

Lenskart stock gets 'Buy' rating from Emkay Global with ₹525 target as brokerage highlights market leadership, tech edge and strong growth outloo

Updated On: 29 Dec 2025 | 12:12 PM IST

Axis Bank's growth improving; NIMs to bottom in Q4FY26/Q1: Motilal Oswal

The brokerage has reiterated its 'Neutral' rating on the stock with a target price of ₹1,300 after its interaction with the top management team of Axis Bank

Updated On: 29 Dec 2025 | 10:24 AM IST

Ashok Leyland set to ride CV upcycle; Choice hikes target, retains 'Buy'

The brokerage believes Ashok Leyland is poised to be a major beneficiary of India's ongoing commercial vehicle (CV) upcycle, helped by firming domestic demand, rising exports

Updated On: 26 Dec 2025 | 2:39 PM IST

Is Northern Arc your next growth stock? Ambit says 'Buy', 30% upside eyed

Northern Arc's long experience in finance placement and fund management should support fee income, helping absorb structurally higher credit costs, analysts at Ambit said

Updated On: 26 Dec 2025 | 12:06 PM IST

Mirae Asset Sharekhan sees upside for Lodha on launches, Palava push

On the bourses, meanwhile, Lodha Developers share price was trading 0.09 per cent lower at ₹1,078.40 per share around 10:50 AM. By comparison, BSE Sensex was trading 0.21 per cent lower at 85,226.75.

Updated On: 26 Dec 2025 | 11:05 AM IST