The brokerage attributes Samvardhana's recent stock outperformance to a resilient H1FY26, marked by stable booked business and limited impact from US tariffs, with pass-through discussions underway
Emkay Global Financial Services values BPSL at ₹53,000 crore or 11.8x on FY27E, with EV/Ebitda, well above its prior internal estimate of ₹40,500 crore
YES Securities said that a detailed analysis of top eight public sector banks (PSBs) reveal that Bank of Maharashtra has the "healthiest" financial metrics.
The brokerage believes the recent correction in Shoppers' Stop stock price offers a margin of safety, while the "Shoppers Stop 2.0" is beginning to show tangible results
Despite the near-term volatility, HPCL's valuations remain reasonable, the brokerage noted. The stock trades at 1.4x one-year forward price-to-book, slightly above its long-term average of 1.2x.
JM Financial said the non-bank lender's diversified retail-focused franchise, strong asset quality and expanding non-interest income engine position it well for sustained growth.
Analysts at Nuvama expect Coromandel to clock ~15 per cent revenue compound annual growth rate (CAGR) over the next five years, with profitability improving as integration benefits materialise.
According to MOFSL, the proposed 5-10 mt/annum coal-to-SNG plant marks a strategic pivot that may improve PLFs, boost energy security, and potentially create new revenue streams.
The brokerage remains positive on Dalmia Bharat's long-term growth prospects, backed by volume expansion, margin improvement and a disciplined balance sheet
Smartworks' long-term agreements with landlords (around 15 years) and enterprise clients (around four years) reinforce revenue stability, supported by a 2.0x revenue-to-rent ratio.
Page Industries' shares have declined over 30 per cent from their 52-week high as muted demand, slow volume recovery and trimmed earnings estimates weigh on sentiment
Elecon has built a strong global presence through subsidiaries in Europe and the United States, strengthened further by the Benzlers-Radicon acquisition
The brokerage believes Piramal is entering a phase where scale benefits, lower operating costs and a sharper credit framework will drive meaningful expansion in return ratios.
HDFC Securities expects Eureka Forbes to deliver strong growth over FY25-28, with revenue, Ebitda, and profit rising at a CAGR of 14 per cent, 23 per cent, and 27 per cent, respectively
In their assessment, Nomura analysts said the Sierra's modern, feature-rich positioning and aggressive pricing strategy could meaningfully lift Tata Motors' volume trajectory in FY26-28.
