Page 14 - Sirali Gupta

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

Blue Star newly rated 'Neutral' at Motilal Oswal; 9% upside seen

The brokerage believes Blue Star's profit will grow over the medium term, supported by market share gains in room air-conditioners (RAC)

UBS initiates 'Buy' on Shaily Engineering Plastics; sees 60% upside

UBS expects higher traction and improved capacity utilisation in Shaily's consumer and industrial segments, where it supplies components to global clients such as IKEA, GE Appliances and P&G

Stocks to Watch today, Nov 25: Siemens Energy, Dr Reddy's, Cello, HUDCO

Stocks to Watch Today, November 25, 2025: Dr. Reddy's Labs, Siemens Energy, HUDCO, Sunteck Realty and other stocks will remain in focus; here's why

Explained: How will implementation of the CoSS impact Swiggy, Eternal?

According to JM Financial Institutional Securities, in a worst-case scenario, the amount payable by Eternal and Swiggy towards the fund would work out to around ₹2.1-2.5 per order

Stocks to Watch today, Nov 24: HUL, TCS, RVNL, HG Infra, Marico

Stocks to Watch today, November 24, 2025: From RVNL to HUL, here is a list of stocks that will be on investors' and traders' radar

Banks at 'inflection point': IIFL sees earnings rebound, bets on Axis, HDFC

IIFL Capital forecasts flattish earnings for banks in FY26, but expects a strong rebound in FY27-28, with earnings CAGR of 21 per cent for private banks and 14 per cent for PSUs

JP Power up 12% as Adani Ent's rescue plan for JAL gets creditors' approval

Reports indicate that Adani received the highest backing, securing about 89 per cent of creditor votes, followed by Dalmia Cement (Bharat) and the Vedanta Group

HUL's ice cream biz demerger: What's in it for investors? Nuvama decodes

Nuvama Institutional Equities believes HUL's ice cream business, given its lower margins and smaller scale, will likely be valued at a lower multiple than the core franchise.

Deepak Fertilisers stock can rally 39% from here, says Emkay; stock up 3%

The brokerage cites Deepak Fertilisers' leadership in mining & industrial chemicals, strong position in water-soluble fertilisers as drivers of its bullish view