Stock Analysis

A strong Q1 and higher FY27 guidance improve outlook

The $1.35 billion all-cash acquisition will expand Solar Industries' global explosives footprint, strengthen supply chains and add exposure to new international markets

Last week, Coforge's Chairman resigned with immediate effect amid concerns raised by an internal audit over the Board's Evaluation Exercise.

To rectify the situation, the company has devised a medium term plan of achieving double-digit revenue growth.

HDFC AMC is betting on wider distribution, new products and alternative investments to drive AUM growth, even as higher costs and margin pressure weigh on performance

Growth triggers, new brand partnerships and regulatory tailwinds offer support, but a rerating hinges on stronger volumes and growth rates as valuations remain elevated

Rising competition in wires and cables, higher copper and aluminium prices and elevated advertising spending are expected to weigh on Havells India's margins

Vodafone Idea share price target: Jefferies has initiated coverage of Vodafone Idea with a 'Buy' rating and set a target price of ₹20, implying a 30 per cent upside from the previous close of ₹15.51.

Strong domestic growth, a chronic-heavy portfolio, JB Pharma integration benefits and gains in semaglutide are expected to support Torrent Pharma's near-term performance

L-1 status for the Barmer II-South Kalamb HVDC order could lift the company's order inflow to around Rs 23,100 crore, nearly four times its FY26 revenue

Stabilising PVC prices, channel restocking and demand recovery are expected to support Q2FY27 performance, while the company retains its FY27 volume and margin guidance

According to ACE Equity data, BHEL stock has added 63 per cent in the last six months and significantly outperformed NTPC, which has lost 13 per cent.

HUL is betting on premiumisation, consumption and new categories to drive volume-led growth, but analysts await clarity on the pace and timeline of recovery

Among the IPOs this week, Pranav Construction currently has the highest GMP at 35.48 per cent, making it the strongest performer on the unofficial grey market. The issue opened on September 7.

Four IPOs, including Rentomojo and Karamtara Engineering, will open on September 9, while ESDS Software surged 109% on debut and Apana Logistics prepares its SME issue

Brokerages believe the positioning appears more aggressive than initially envisaged, also tallying with Grasim's rollout in paints, and could add materially to UltraTech's FY30 revenue.

Swiggy shares falling: According to an announcement by MSCI, Swiggy will be deleted from the Global Standard Indices owing to its foreign ownership limit, triggering potential passive outflows.

Brokerages have a mixed outlook on the stock, with leadership transition a concern, while growth opportunities and reasonable valuations offer support

According to Jefferies, the introduction of CAS adversely impacted equity options turnover and contracts in August, which is negative for companies like BSE and Groww.

Broad-based category growth, premiumisation and localisation support LG Electronics India's outlook, though the recent stock rally has raised valuation concerns