Tanmay Tiwary

Emkay sees Dixon Tech selloff overdone; long-term growth drivers intact

Dixon shares have declined 24 per cent over the past one month and 63 per cent over six months, reflecting investor anxiety around multiple headwinds.

Persistent Systems slips 5% on profit booking despite strong Q3 show

Persistent Systems share price today: Market participants attributed the decline largely to profit booking after a sharp rally over the past few months rather than any deterioration in fundamentals.

ICICI Securities retains 'Add' on United Spirits despite Q3 volume pressure

ICICI Securities on United Spirits: Despite volume pressure, USL reported steady revenue growth, aided by premiumisation.

LTIMindtree shares slide 7% as near-term margin pressures worry investors

Strong deal wins fail to calm near-term worries

JK Cement surges 5% on strong volume growth, upbeat brokerage views

In its latest note, Choice Institutional Equities reaffirmed its 'Buy' rating on JK Cement, assigning a target price of ₹7,200, implying major upside from prevailing levels.

PNB Q3 shows asset quality gains despite margin pressure: Analysts

PNB reported a net profit of about ₹5,100 crore for the quarter, up in low double digits year-on-year (Y-o-Y), supported largely by a sharp rise in non-interest income.

Analysts bullish on L&T Finance amid strong Q3 growth, profitability gains

Emkay Global has upgraded the stock to 'Buy' from 'Reduce,' on the back of improved visibility on asset quality, profitability, and expansion opportunities.

Copper surge powers Polycab volumes; brokerages bullish despite margin hit

Polycab India share price today: On the bourses, Polycab share price rose up to 3.56 per cent to an intraday high of ₹7,385 per share.

Bharat Coking Coal debuts strong: Book profit or stay invested? Check here

Bharat Coking Coal IPO debut: The strong listing came in line with expectations, given the IPO was subscribed 146.87 times overall.

Silver crosses ₹3 lakh per kg; rally strong but correction risks loom

The tariff threat, tied to a dispute over control of Greenland and broader trade tensions, has rattled markets and reinforced precious metals' appeal as a hedge against economic instability.

Elara Capital downgrades DB Corp to 'Accumulate', cuts target on Q3 miss

DB Corp's print advertising revenue declined 6.9 per cent year-on-year (Y-o-Y) in Q3, largely due to the absence of state election-related advertising that had boosted revenues in the year-ago period.

ICICI Sec upgrades HUL to 'Buy' on GST-led volume, premium growth outlook

ICICI Securities identified four key growth levers for HUL. First, demand for large-pack units in personal care categories has shown strong responsiveness to lower prices following GST cuts.

Brokerages split on HDB Financial as margins improve but growth lags

In Q3FY26, HDB Financial reported a steady operating performance marked by margin expansion, moderating credit costs and stable asset quality.

ICICI Direct backs Tata Motors CV on strong margins, market leadership

TMCV remains the market leader in MHCVs, with retail market shares of ~49 per cent in heavy CVs, ~37 per cent in passenger buses, and ~30 per cent in light goods vehicles (FY25).

HDFC Life Q3 growth holds firm, margins set to recover; analysts bullish

The insurer reported an 11 per cent year-on-year (Y-o-Y) growth in annualised premium equivalent (APE) at ₹3,970 crore for Q3FY26, broadly in line with industry growth and analyst expectations.

Elara Capital revises Lemon Tree to Accumulate; sees limited value in rejig

As part of the transaction, Warburg Pincus has acquired APG's entire 41 per cent stake in Fleur and committed up to ₹960 crore of primary equity to fund Fleur's growth.

Nomura bets on United Spirits as India's alcohol industry turns premium

In a note starting coverage on USL with a 'Buy' rating & target of ₹1,650, Nomura said the sector is seeing a paradigm change as consumers move away from 'drinking more' to 'drinking better'.

Nomura initiates coverage on ITC Hotels with 'Buy,' sees 20% upside

The brokerage expects robust margin improvement, strong cash generation and healthy growth in the company's managed hotels pipeline to drive earnings over the medium term.

BofA Sec starts coverage on Meesho with Neutral; near-term upside priced in

BofA expects Meesho to deliver a 26% Net Merchandise Value (NMV) CAGR over FY26-29, driven by 15% CAGR in new user additions and a 13% CAGR increase in order frequency.

Tata Elxsi Q3 margins expand, growth uneven; brokerages maintain 'Sell'

The Bengaluru-based design and engineering solutions firm posted revenue of $107 million in Q3, up 3.2% Q-o-Q in constant currency (CC) terms, ahead of estimates of 1.8 per cent Q-o-Q.