Page 2 - Sirali Gupta

Sensex rebounds 756 pts from day's low: 4 reasons for market recovery today

Broader market indices also saw buying, BSE MidCap rose 0.79 per cent, and BSE SmallCap 0.51 per cent

Nomura slashes Kaynes Tech target on smart-meter woes; retains 'Buy'

Kaynes' stock has fallen about 30 per cent over the past month as against a 1.4 per cent rise in the Nifty, largely on worries around accounting and collections in the smart-meter business

Emkay trims target on Voltamp Transformers by 12%, but retains 'Buy'

While Emkay expects high double-digit revenue growth supported by capacity expansion and a lean balance sheet, it has trimmed margin assumptions due to rising industry supply from capacity additions

Nuvama retains 'Buy' on Neuland Labs, sees CMS, peptide-driven growth

Nuvama forecasts Neuland's revenue and profit after tax (PAT) to grow at a compound annual growth rate (CAGR) of 24 per cent and 49 per cent, respectively, over FY25-28E

Axis Securities picks Welspun Corp as its high conviction stock; here's why

Welspun Corp's consolidated order book has climbed to an all-time high of about ₹23,500 crore as of October 2025, providing clear revenue visibility for the next two years in the US

PhysicsWallah up 5% on posting Q2; analyst suggest to book profit on rally

PhysicsWallah reported an almost 70 per cent year-on-year (Y-o-Y) increase in net profit to ₹69.7 crore compared with ₹41.1 crore in the same period a year ago

Marico aims to double revenue, targets mid-teens earnings growth: Emkay

As outlined in Marico's FY25 annual report, the company is targeting low-to-mid-teens CAGR in revenue over the next five years, led by a blend of organic and inorganic growth

JSW Infra's rail deal is EPS accretive, accelerate logistics vision: Nuvama

The transaction gives JSW Infra an immediate foothold in India's rail logistics ecosystem and materially strengthens its plan to evolve into a multi-modal logistics platform

Fujiyama Power Systems rises 5% on posting Q2; here's what analyst suggest

Fujiyama Power Systems reported a 97.4 per cent gowth in year-on-year (Y-o-Y) profit after tax (PAT) at ₹62.9 crore, as compared to ₹31.9 crore

ICICI Sec hikes BHEL target on improving fundamentals, strong order book

Order inflows have seen a sharp turnaround. From an average of about ₹21,000 crore between FY19 and FY23, BHEL's order inflow jumped to ₹80,000 crore in FY24

Jio IPO to drive 15% tariff hike, boost sector FCF, says JM Financial

JM Financial values Jio at about $140 billion in equity ($153 billion enterprise value) and argues that the IPO will reinforce the "free cash flow growth story"

Nuvama lifts Sona BLW's target price on strong railway, EV motor growth

Nuvama expects Sona BLW's revenue and Ebitda to expand at a CAGR of 20 per cent and 17 per cent, respectively, over FY25-28E

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