Page 2 - Devanshu Singla

Trade deals, capex push boost India's aero, defence outlook: Goldman Sachs

Goldman Sachs highlighted three major tailwinds for the sector, including an 18 per cent Y-o-Y increase in capital procurement in the Union defence budget for FY27, and the proposed India-EU FTA

Gold, silver ETFs rebound up to 5% as weak US data raise Fed easing hopes

Tata Gold ETF led the gains, climbing nearly 5 per cent to an intraday high of ₹15.8. Union Gold ETF rose 3 per cent, while Baroda BNP Paribas Gold ETF, Axis Gold ETF, DSP Gold ETF, Zerodha Gold ETF,

FIIs pull ₹33,336 cr in Jan 2026, dump defensives, buy metals: PL Capital

Heavy selling in defensive and consumption-related industries like FMCG, healthcare, and consumer services drove the January outflows

Samvardhana Motherson jumps 4% after Q3 beat; brokerages raise target price

Samvardhana Motherson's share price was trading 4.2 per cent higher at ₹134.85 compared to the previous session's close of ₹129.43 on the NSE

JM Financial flags growth concerns in Mankind Pharma; initiates with Reduce

JM Financial raised concerns around Mankind Pharma's recent BSV acquisition, which was executed at a high valuation and is expected to dilute return on capital

India-US trade deal to boost auto suppliers, says Nomura; lists top winners

Nomura said the combination of lower duties and a weaker Indian rupee increases global competitiveness for auto suppliers such as Bharat Forge, Sansera, Sonacoms, Belrise Industries, and Motherson

Is UGRO Capital your next growth stock? Elara says 'Buy', 66% upside eyed

Elara Capital has initiated coverage on UGRO Capital with a Buy rating and a target price of ₹226, based on 1.2x FY27E book value

Systematix sees life insurance sector to gain post-GST cut; check top picks

The recent GST exemption on individual life insurance policies has emerged as a strong structural tailwind for the sector after a prolonged period of regulatory headwinds

Fractal Analytics vs Aye Finance IPO: Where should you park your money?

With both issues, Fractal Analytics and Aye Finance, open until February 11, subscription trends and issue details are being closely tracked as investors compare the two offerings

RBI holds repo rate at 5.25%; here's what it means for markets, key sectors

The RBI MPC, led by governor Sanjay Malhotra, on Friday, announced to keep the repo rate unchanged at 5.25 per cent

Tata Power dips 3% post Q3 miss, renewables shine; brokerages retain 'Buy'

Tata Power reported a consolidated revenue from operations of ₹14,485 crore, down 4 per cent Y-o-Y compared to ₹15,118 crore in the year-ago quarter

IT shares in focus as ADRs slide overnight; why are tech stocks falling?

ADRs of Wipro and Infosys fell by up to 3.3 per cent on Wednesday, extending losses after declining around 6 per cent amid rising concerns about the global tech sector

Sensex recovers 1,279 pts from day's low; check key reasons for the rally

The rebound came after a sharp-sell off witnessed during the special trading session on Sunday, February 1, 2026 as Finance Minister Nirmala Sitharaman presented the Budget 2026

Budget 2026 playbook: Brokerages identify 5 sectors that will benefit most

FM Sitharaman announced a tax holiday until 2047 for foreign companies providing global cloud services from India, provided services to Indian customers are routed via an Indian reseller

E2E Networks, Anant Raj surge up to 10% on tax holiday for cloud services

In comparison, the benchmark NSE Nifty50 was trading almost flat at 24,832.95 levels.

Manappuram Finance drops 9% after mixed Q3 show; brokerages retain 'Hold'

Manapuuram Finance's consolidated asset under management (AUM) grew 18.1 per cent to ₹522 billon in Q3FY26 against ₹442 billion in the year-ago quarter

HDFC Sec starts coverage on LG Electronics India with 'Add'; check target

HDFC Securities expects the LG Electronics India's revenue, Ebitda, and adjusted PAT to grow at 8 per cent CAGR each over FY25-28E

Sun Pharma Q3 Preview: Profit, revenue and key factors to watch in Dec qtr

Sun Pharma's net profit is expected to come at ₹3,040 crore, marking a decline of 5.6 per cent Y-o-Y, as against ₹3,220 crore in the year-ago period

Phillip Capital starts with 'Buy' on SRM Contractors; sees up to 61% upside

According to Phillip Capital, SRM has proven execution capabilities in roads, bridges, tunnels, and slope stabilisation across the extreme terrains of Jammu & Kashmir and Ladakh

JM Financial initiates coverage on Thermax with 'Reduce' rating; check TP

JM Financial has initiated coverage on Thermax with a 'Reduce' rating and a sum-of-the-parts target price of ₹2,700