Sirali Gupta

Why did YES Securities raise target on Samvardhana Motherson with 'Buy'?

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

B&K Securities positive on Indian stock exchanges; initiates 'Buy' on BSE

According to B&K Securities, Indian exchanges-- BSE, NSE--are structurally well-placed as market depth and product maturity increase.

InCred Wealth's 2026 game plan: Staggered bets on equities, metals

In an email interview, Yogesh Kalwani says he prefers a mix of largecaps and select mid- and smallcap names, with sector tilts towards BFSI and healthcare

JSW Steel JV with JFE to unlock value, help deleveraging, say analysts

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

Nuvama upgrades Shoppers Stop to 'Buy'; says recent correction offers entry

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

DOMS Industries spikes 6%; Antique initiates coverage, sees 23% upside

Antique believes DOMS Industries is well poised to grow at a faster clip in the overall consumption space through capacity addition, distribution expansion, and strong innovation pipeline

Emkay starts 'Buy' on Arvind SmartSpaces; sees cash flow, pre-sales growth

Emkay projects a 34 per cent pre-sales CAGR for Arvind SmartSpaces over FY25-28E, reaching ₹3,100 crore

Nuvama tags Kwality Walls "good long-term play" on GST cut, premiumisation

The brokerage's constructive view is backed by the recent goods and services tax (GST) cut on ice cream, a strong cold-chain and distribution network, and a premium brand portfolio

Voltamp Transformers gets 'Buy' call from Nuvama; 29% upside seen

After relatively muted growth in FY25-26E, analysts expect a step-up in FY27, with earnings per share (EPS) forecast to rise 13-15 per cent year-on-year (Y-o-Y)

Nomura initiates Anthem with 'Buy', sees strong long-term CRDMO runway

The brokerage cited the company's strong positioning in India's fast-growing CRDMO space, high profitability and disciplined execution as reasons for its bullish view

HDFC Secs trims target on Dalmia Bharat; keeps 'Buy' on long-term growth

The brokerage remains positive on Dalmia Bharat's long-term growth prospects, backed by volume expansion, margin improvement and a disciplined balance sheet

Motilal Oswal initiates 'Buy on Privi Speciality Chemicals; sees 25% upside

Motilal Oswal expects the global aroma chemicals market to grow from $5.4 billion in CY23 to $9.2 billion by CY30, a CAGR of around 8 per cent

Lenskart jumps 5% post Q2 results; analyst sees stock 'fully priced'

Recently listed eyewear retailer Lenskart posted a nearly 20 per cent year-on-year (Y-o-Y) jump in net profit for the September quarter, reaching ₹103.5 crore

Stocks to Watch today, Nov 28: Wipro, TCS, Adani Ent, RVNL, Leela Palace

Stocks to Watch Today, November 28, 2025: From TCS to Mahindra Holidays, here are few stocks that will be on investors' radar

Emkay favours non-ferrous over steel; sees earnings upgrade in VEDL, Nalco

If current spot prices for aluminium, zinc and silver hold through FY27, Emkay estimates Vedanta and Nalco to see Ebitda upgrades of about 5.5 per cent and 4.9 per cent

Kotak 'assertive' on affordable HFCs; Aadhar, Aavas, Aptus among top picks

Within the space, Kotak's preferred names are Aadhar Housing Finance and Aavas Financiers, citing their positioning and growth potential. It also finds Aptus Value attractive for its profitabilty

Stocks to Watch today, Nov 27: Whirpool, Wipro, Paytm, Asian Paints, J&K Bk

Stocks to Watch today, November 27, 2025: From Wipro to Paytm, here are key stocks that will be on investors' and traders' radar

Frenzy to discipline: IPO mkt matures, but new capital lags promoter exits

According to a YES Securities' report, OFS accounted for nearly 63 per cent of total IPO proceeds in 2025, meaning most of the money raised is going to existing shareholders

Nuvama upbeat on alco-bev space, bets on United Spirits and ABD; here's why

Raw material costs will remain supportive for spirits players, with prices of ENA (extra neutral alcohol) and glass expected to stay benign

Stocks to Watch today, Nov 26: Airtel, Nelco, Welspun Corp, Asian Paints

Stocks to Watch Today, November 26, 2025: From Bharti Airtel to Nelco; here is a list of stocks that will be in focus today