Sirali Gupta

Jefferies initiates coverage on Titagarh Rail and Jupiter Wagons; check TP

Jefferies has set a target of ₹810 for Titagarh and ₹200 for Jupiter Wagons, implying an upside of 28 per cent for Titagarh, while a 22 per cent downside for Jupiter Wagons

IT firms may post muted Q4; weak INR to cushion earnings; FY27 guidance key

IT Q4 results preview: While the recent sharp depreciation of INR against the USD is likely to provide a significant cushion to earnings, the focus has shifted toward FY27 guidance

Avenue Supermarts shares rise 3% on Q4 update; here's what analysts suggest

Avenue Supermarts' standalone revenue from operations for the quarter ended March 31, 2026, stood at ₹17,204.5 crore, as compared to ₹14,462.39 crore a year ago

Equirus Sec prefers Apollo, KIMS as hospital sector growth accelerates

Equirus Securities reckon that healthcare sector delivered a 15.5 per cent revenue CAGR and a 25 per cent Ebitda CAGR between FY20 and FY25

M&M, TVS Motor: BSE Auto slips 3% as brokerages flag demand, margin risks

Brokerage analysis suggests that auto pack delivered a strong performance in March 2026; however, they flagged demand risks going ahead

Sensex tanks 1,500 pts, Nifty cracks 2%: Key reasons for market fall today

Indian stock markets crashed on April 2, 2026, with the Sensex falling over 1,500 points and Nifty dropping 2 per cent after US President Donald Trump's warning of intensified attacks on Iran

ATF, LPG price hikes to pressure OMC margins; IOCL, BPCL hit: Nomura

Nomura believes oil marketing companies (OMCs) are likely to face margin pressure after the government raised prices of aviation turbine fuel (ATF) and commercial liquefied petroleum gas (LPG)

HDFC Sec upgrades Eternal to 'Buy' on strong food delivery, Blinkit growth

In the food delivery business, HDFC Securities expects a recovery in Eternal in key operating metrics on a low base.

Sensex soars 2,000 pts, Nifty near 23,000: Key reasons for today's rally

India VIX, which reflects investors' perceptions of market volatility in the near term, fell 9.89 per cent to 25.13 amid hopes of de escalation in the West Asia conflict

Axis Capital initiates coverage on Meesho with 'Buy'; sees 39% upside

Axis Capital believes Meesho is well placed to benefit from e-com growth driven by rising tier 2 penetration, leveraging its value play and 'affordability' flywheel to drive user growth

Indian stock markets only loser among EMs in FY26: What lies ahead?

Going ahead, analysts believe the probability of another year of relative underperformance remains high, unless earnings improve meaningfully, crude stabilises, and foreign flows return

Nomura flags stress in MSME, vehicle loans as fuel shock hits NBFC sector

The brokerage assessing the impact of a prolonged conflict noted that these segments face the highest near-term risk, while housing, gold, and power loans appear relatively better insulated

Nifty Metal gains 1% in weak mkt; Nalco, Hindalco, Vedanta lead rally

At 9:40 AM, individually, among others on the National Stock Exchange (NSE), National Aluminium Company (Nalco) jumped 6.11 per cent, followed by Hindalco up 4.3 per cent, Vedanta rose 3.66 per cent

How is West Asia conflict impacting metal companies? Axis Sec decodes

Nifty Metal fell as much as 1.6 per cent in trade to day's low at 11,156.7. At 10:49 PM, 14 out of 15 stocks on the index traded with losses

What will Infosys gain from $560 million Optimum, Stratus acquisitions?

Nomura believes the above two acquisitions and Versent (which is pending closure due to regulatory approvals) could contribute 225 basis points (bps) to Infosys' revenue growth in FY27F

IndiGo shares slip 2% in trade; Motilal Oswal cuts target price on stock

In a month, IndiGo shares have declined over 10 per cent, compared to Sensex's fall of over 7 per cent

Stocks to Watch today, Mar 27: Oil stocks, UltraTech Cement, Infosys, Ola

Stocks to Watch today, March 27, 2026: BPCL, IOCL, Oil India, RIL, and others will be in focus; here's why

From crude to currency: Key triggers that could influence markets in FY27

Foreign outflows, the West Asia conflict, rupee depreciation, uncertainty around US tariffs, and elevated valuations were among the key factors that influenced investor sentiment

Sagility shares jump 8% in trade; Nomura initiates 'Buy', sees 40% upside

Nomura has initiated coverage on Sagility with a 'Buy' rating and target price of ₹55, implying 40 per cent upside from current levels

Bajaj Finserv gains 2%; Motilal Oswal initiates coverage, see 11% upside

Motilal Oswal believes Bajaj Finserv is entering a phase of broad-based growth as it strengthens its presence across lending, insurance, and emerging financial platforms