Stock Analysis

BPCL shares gained after Q4FY26 results, but brokerages remain cautious due to crude prices, LPG under-recoveries and weaker FY27 earnings outlook

GE Vernova shares jumped 9% after strong Q4FY26 results. Brokerages raised targets on record ₹21,500-crore backlog, exports and HVDC pipeline

Indian Oil reported a 56.6 per cent Y-o-Y increase in net profit to ₹11,377.51 crore, compared with ₹7,264.85 crore in the corresponding quarter of the previous fiscal

Motilal Oswal believes Titan is well-equipped to manage the situation through superior gold sourcing capabilities and a strong balance sheet.

Further rally in Vodafone Idea share price seems unlikely as fresh target prices, in the range of ₹10-14 per share, leave little on the table for investors from current levels

IIFL Capital expects the company to deliver a 27 per cent AUM CAGR over FY26-FY29, while profit after tax (PAT) is projected to grow at a stronger 44 per cent CAGR

Uno Minda shares fell nearly 6 per cent after the company withheld FY27 growth guidance amid geopolitical uncertainty. Emkay downgraded the stock, citing slower growth and margin pressure

The brokerage raised its target price to ₹21,290 from ₹15,450 earlier, valuing the stock at 65x March FY28E earnings versus 55x earlier

Shares of Berger Paints India surged after strong Q4 earnings, with brokerages turning bullish on easing competition, double-digit growth prospects and improving margins in FY27

Analysts believe OFSS's outperformance is underpinned by relatively sustainable revenue growth, sharp margin expansion, operating leverage, and AI-driven productivity gains

Analysts have shared a positive outlook on TVS Motor after it reportedstrong Q4FY26 results. EV growth, premiumisation, export strength and rising market share remain key growth drivers, they said

Nomura has maintained a 'Buy' on Titan with an unchanged target price of ₹4,950, based on 60x March 2028 earnings per share (EPS)

Analysts have turned cautious on Dr Reddy's Laboratories after Q4 results raised concerns over weakening US business, sharp Revlimid decline, pricing pressure and delays in semaglutide launches

Dixon Technologies' Q4FY26 results have raised concerns over weak smartphone demand, fading PLI incentives and delay in Vivo JV approval.

Tata Power share price target: Post Q4 results, Motilal Oswal Financial Services has maintained a 'Buy' rating on the Tata Group stock with a target price of ₹490.

PVR Inox reported strong Q4 results led by higher ticket prices, and a strong movie pipeline. Analysts remain bullish on the company's asset-light expansion strategy, and balance sheet strength

Jyothy Labs shares plunged 11% after Henkel decided not to renew PRIL and Fa licensing agreements beyond May 2026. Analysts see a significant hit on revenue and margins in FY27 and FY28

JP Morgan India expect Titan to benefit from sector formalisation, innovation, expanding distribution, and resilient demand despite elevated gold prices

Dabur India shares climbed nearly 4 per cent on Friday after Q4FY26 results. Most rokerages retained ratings & targets and highlighted improving India business growth despite execution concerns

Analysts remain positive on Hero MotoCorp's demand outlook and launches, but warn that commodity inflation and price hikes could pressure margins