Page 4 - Sirali Gupta

L&T, KEC, Apar: How West Asia conflict could hit these capital goods firms?

PL Capital reckons India's West Asia-exposed companies may face near-term headwinds such as execution disruptions, logistics challenges, slower tender finalisations adn deferment of new orders

IndiGo's Q4 PBT could take 10% hit amid West Asia tensions: PL Capital

According to the analysis, IndiGo suspended 166 flights on March 1, 162 flights on March 2, and 156 flights on March 3, while 57 flights are impacted on March 4 so far, an evolving figure

Titan, Kalyan: Jewellery stocks tumble up to 16% amid West Asia jitters

Precious prices jumped after investors sought shelter in safe havens after the US and Israel attacked Iran over the weekend, adding to worries for equity investors

Dixon Technologies well-poised to benefit from PLI 2.0, says Nomura

The brokerage added that Dixon Tech's ramp-up in information technology (IT) hardware and telecom remains on track and could support growth

Airtel correction 'overdone': Analysts; tariff hikes, Jio IPO key triggers

Bharti Airtel hosted an investor conference call recently to address questions around capital allocation and the company's outlook

JM Fin starts 'Buy' on Urban Company; InstaHelp seen as Blinkit opportunity

Jm Financial said that if InstaHelp economics become viable, this could turn out to be the 'Blinkit' opportunity for Urban Company, noted JM Financial

Apar Ind hits 52-week high; ICICI Sec initiates 'Buy' on trifecta drivers

ICICI Securities cited a "trifecta" of structural drivers-rising electricity demand, transmission expansion, and renewables-that is boosting demand for conductors, cables, and transform

Cyclicals lift India's profit-to-GDP ratio to 5.3% post-Covid: ICICI Sec

Defensive sectors like IT and FMCG see market-cap share slip to 18 per cent as cyclical sectors like industrials and financials lead profit expansion

Stocks to Watch today, Feb 27: Hindalco, NBCC, Axis Bank, Vishal Mega Mart

Stocks to Watch today, February 27, 2026: From Vishal Mega Mart to NBCC here is a list of stocks to remain on investors' radar

LG Electronics: Nomura's top durables bet on FY27 recovery, export push

LG Electronics is positioned to benefit from a recovery in consumption demand, a normal summer season (with around 50 per cent exposure to summer-led products), and export tailwinds, said Nomura

HDFC Sec trims target price on Mphasis, stays cautious amid AI disruption

Analysts noted that AI-led deflationary pressure is becoming visible in Mphasis' contract renewals, with discounts nearly doubling from 10 per cent to approximately 20 per cent

Stocks to Watch today, Feb 26: Lupin, IRFC, RVNL, SBI Life, Sanofi India

Stocks to Watch today, February 26, 2026: IRFC, RVNL, Sanofi India are among shares that will be eyed by investors today

Star Health stock climbs 7%; Investec bullish on structural tailwinds

Investec has upgraded Star Health and Allied Insurance to 'Buy' with a target of ₹535 per share, citing clear recovery after a difficult FY24-FY25

TCS, HCLTech, Infosys: IT stocks gain up to 4% in trade; Nifty IT rises 3%

Individually, HCLTech shares were up 3.57 per cent; Infosys, Tech Mahindra, TCS, and Wipro were trading over 2 per cent higher

Motilal Oswal bullish on EMS; suggests 'Buy' on Dixon Tech, Kaynes, Syrma

Motilal Oswal estimates a 30 per cent compound annual growth rate (CAGR) in aggregate revenue of their EMS coverage companies over FY25-28.

Stocks to Watch today, Feb 25: RIL, Schaeffler, Aditya Infotech, Hindalco

Stocks to Watch today, February 25, 2026: Schaeffler India, Aditya Infotech, RVL are among few stocks that will be in focus

NBFCs in "sweet spot", says Kotak Inst, sees stronger loan growth in FY27

Kotak Institutional Equities' favoured picks among NBFCs' include Bajaj Finance and Bajaj Finserv

Northern Arc Capital shares rise 3% in trade; Motilal Oswal initiates 'Buy'

The brokerage is upbeat on Northern Arc's structural transition toward direct-to-customer (D2C) lending and rising fee income contribution

Nomura upbeat on private port players; bets on JSW Infra, Adani Ports

Nomura has initiated coverage on JSW Infrastructure and assumed coverage on Adani Ports; here's why

Stocks to Watch today, Feb 24: BPCL, IDFC First Bank, Vi, Mobikwik, M&M

Stocks to Watch today, February 24, 2026: From IDFC First Bank to BPCL, here is a list of shares that will be on investors' radar today