Page 5 - Sirali Gupta

Should you buy or sell Tata Communications shares post Q2? Analysts weigh

Tata Communications, reported a 19 per cent year-on-year (Y-o-Y) decline in its consolidated net profit at ₹183.21 crore for the second quarter of the financial year 2025-26 (Q2 FY26).

Motilal Oswal, Nuvama raise target on HDFC AMC post Q2; all details here

HDFC AMC, in Q2, reported a net profit of ₹718.2 crore, up 24 per cent year-on-year (Y-o-Y) from ₹577.2 crore a year ago

Tejas, Vedant Fashion: Will laggards of Samvat 2081 recover in Samvat 2082?

Among the Nifty 500 constituents, Tejas Networks (down 56 per cent), Praj Industries (down 54 per cent), and Vedant Fashions (down 52 per cent) were among the worst hit

India is well-placed to outpace other EMs: Amar Ambani, YES Securities

Just as domestic investors aren't married to one stock forever, foreign investors too assess all markets and make tactical shifts, says Ambani

Persistent Systems jumps 7% on posting Q2 results; brokerages hike target

Persistent Systems in Q2 reported a net profit of ₹471.4 crore in the July-September 2025 period, up 45 per cent year-on-year (Y-o-Y)

Brokerages bullish on LG Electronics post-listing; targets up to ₹2,050

Nomura is positive on LG Electronics India's premium-leaning brand franchise and a renewed push into the "masstige" segment is set to broaden its addressable market

Eternal Q2 preview: Analysts expect PAT to fall 61% YoY; revenue up 43%

Eternal Q1 results preview: Brokerages tracked by Business Standard estimate Eternal's net profit to decline around 61 per cent year-on-year (Y-o-Y) on average, to ₹69.05 cr as compared to ₹176 cr

Demerger impact: Tata Motors passenger vehicle unit valued at ₹1.45 trn

Post-demerger, global financial services group Nomura set a target price of ₹365 for the CV business and ₹367 for the PV entity

Nuvama stays cautious on Indian equities; downgrades banks, upgrades IT

Nuvama expects the earnings downgrade cycle to persist as export weakness and slower government spending offset tailwinds from Goods and Services Tax (GST) cuts

Ellenbarrie Industrial newly rated 'Buy' at JM Financial; 19% upside seen

The company is building three Air Separation Units (ASUs), which will lift total installed capacity to 2,121 tonnes per day (TPD) by Q1 FY27 from 1,361 TPD currently, according to the brokerage

Nestle Q2 preview: Profit may slip 15% YoY; GST destocking to hit revenue

Nestle Q2 preview: Brokerages tracked by Business Standard estimate Nestle's net profit to decline around 15 per cent year-on-year (Y-o-Y) on average, to ₹730.2 crore

Nomura splits Tata Motors' post-demerger targets between PV and CV biz

Tata Motors' shares were in focus on its record date for demerge (October 14, 2025). Meanwhile, reports suggested that a special session was underway to discuss CV price discovery

JM Financial cuts Suzlon Energy target on execution hurdles; retains 'Buy'

Persistent challenges around transmission connectivity, land acquisition, and right-of-way (RoW) are likely to cap India's wind additions at 7-8 GW annually from FY27

"Unexciting" consumption growth keeps Nomura bearish on Phoenix Mills

The brokerage gave a target of ₹1,350 per share, implying 15.3 per cent downside from Friday's close at ₹1,595.1 per share. The brokerage also sees the stock as "expensive" given current valuations

Why Nuvama turned bullish on Sky Gold ahead of Diwali? Sees 32% upside

In the past one year, Sky Gold's shares have gained 11 per cent, as compared to Sensex's rise of 0.68 per cent

Silver ETFs fall up to 4% on Friday; still up as much as 86% YTD

Silver ETFs Fall Today: Year-to-date (Y-T-D), Multi Commodity Exchange (MCX) spot gold is up 60 per cent, and MCX spot silver has jumped 84 per cent, per Bloomberg

Why are brokerages betting on SBI Life and HDFC Life among life insurers?

Private life insurers' individual annualised premium equivalent (APE) increased at a moderate 7.7 per cent year-on-year (Y-o-Y), whereas LIC's individual APE fell 31.8 per cent Y-o-Y

Niva Bupa newly rated 'Add' at JM Financial; 10% upside potential seen

Niva Bupa is the third largest standalone health insurer (SAHI) in India, and enjoys the benefits of a widespread distribution mix of around 30/30/30/10 among individual agents and corporate agents

Tata Steel vs JSW Steel vs NMDC: Which metal stock is JP Morgan bullish on?

JP Morgan has raised Tata Steel's share price target to ₹195 from ₹180, implying an upside potential of 14 per cent from current levels.

Godrej Consumer releases in-line Q2FY26 update; should you buy or sell?

Godrej Consumer Product's standalone business is expected to deliver mid-single digit value growth, supported by low-single digit underlying volume growth (UVG)