Page 6 - Sirali Gupta

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)

Elecon Engineering rises 44% in six months; Emkay Global sees 25% upside

In the past six months, Elecon Engineering Company shares have gained 43.8 per cent, as compared to Sensex's rise of 12 per cent

Foreign investors should turn positive on India by early 2026: Sujan Hajra

The upward revision in RBI's FY26 growth forecast signals strong confidence in India's domestic economic momentum which has consistently beaten expectations

LKP Securities' reform-led bets: L&T Fin, PNG Jewellers, BEL, and 5 others

Pro-growth policy measures such as the government's proposed goods and services tax (GST) rationalisation are expected to aid consumption

Jyoti CNC Automation newly rated 'Buy' at Yes Sec; 18% upside seen

In the past one month, Jyoti CNC's shares have gained 2.7 per cent, as compared to Sensex's decline of 0.59 per cent

Nomura prefers Marico, Tata Consumer, Britannia; sees price hikes in Q4FY26

FMCG stocks to buy: Nomura recommends Marico, Tata Consumer, Britannia on the back of stronger growth, investments in distribution and R&D, and brands with pricing power and premium portfolios

V-Mart Retail jumps 10% on posting Q2 update; should you buy or sell?

In the past one year, V-Mart Retail shares have slipped over 35 per cent, as compared to Sensex's fall of 4.7 per cent

Why Sensex rallied 800 pts, Nifty hit 24,850 after RBI Policy; key reasons

Broader market indices saw buying, Nifty MidCap 100 was up 0.29 per cent, and Nifty SmallCap 0.57 per cent

Rainbow Children's Medicare newly rated 'Buy' at Axis Sec; 21% upside seen

Rainbow is India's largest multi-speciality paediatric and perinatal healthcare chain, built on clinical excellence, early specialisation, and disciplined expansion, believes Axis Securities