Stock Analysis

Royal Enfield's growth was primarily driven by the strong demand for Bullet 350 which saw a volume gain of 59 per cent Y-o-Y on a YTD basis

PL Capital maintained 'Buy' as it builds in stronger volumes and margins following the acquisition of North Queensland Export Terminal (NQXT)

The brokerage believes that cost efficiencies from increased captive coal, a slurry pipeline, and higher captive power generation will support margins

The company expects the momentum to continue in the second half of the fiscal year (H2FY26), with overall industry volume growth projected at 8-10 per cent.

Systematix has set a target price of ₹192 for JTEKT India, valuing the stock at EV/Ebitda of 17.5 times on December 2027E, in line with its past five-year average multiple

Analysts at Emkay Global Financial Services have raised Bank of Baroda's share price target to ₹350 with a 'Buy' rating, citing 11-13% credit growth outlook, stable margins, and strong asset quality

Anand Rathi expects Jubilant's capex cycle to drive a sharp earnings upturn over FY26-28, with consolidated Ebitda seen growing at around a 22 per cent CAGR

he brokerage has initiated coverage with a 'Buy' rating and a target price of ₹800, on the back of improving margins, strong cash flows and scope for selective acquisitions.

Post-merger, analysts reckon Ambuja Cements will emerge as one of the largest cement companies in India by capacity

PL Capital has maintained the target price at ₹403 for Aarti Industries, valuing the stock at 24 times September 2027 estimated earnings per share (EPS)

The automotive business unit, which contributes around 53 per cent of Tata Elxsi's revenue, is seeing signs of stabilisation.

Analysts at Geojit valued the Astra Microwave stock at 35x FY28 estimated earnings per share (EPS), with a target price of ₹1,067

Nomura, in a note, said the acquisition marks SAMIL's formal entry into the global PV wiring harness segment outside India, an area where the group previously had limited exposure.

Kajaria Ceramics has terminated the concerned executive, filed a police complaint, initiated recovery efforts, and indicated it may commission a forensic review

The brokerage believes Aditya Infotech will continue to gain market share, supported by rising brand equity, manufacturing expansion, and favourable regulatory norms

Varun Beverages shares gain after acquiring South Africa's Twizza. Analysts see market share gains, and attractive valuation providing upside potential for VBL stock

MUFG Bank's Rs 39,620 crore preferential investment could lift Shriram Finance's capital ratios, support faster AUM growth and a rating upgrade, though RoE may dilute near term

The brokerage expects KPR Mill to post around 12 per cent year-on-year (Y-o-Y) revenue growth in FY26, with operating margins also likely to remain broadly unchanged.

According to Emkay, the deal has the potential to "alter Shriram Finance's growth and profitability trajectory" in several ways

Antique believes Radico's flagship premium whisky brand After Dark is on track to clock 3.5 million cases in FY26, up sharply from 1.9 million cases in FY25.