Tanmay Tiwary

Midwest stock hits all-time high as Motilal Oswal initiates with 'Buy'

The brokerage has set a target price of ₹2,000 per share, implying an upside of about 25 per cent from current levels.

Mirae Asset Sharekhan sees upside for Lodha on launches, Palava push

On the bourses, meanwhile, Lodha Developers share price was trading 0.09 per cent lower at ₹1,078.40 per share around 10:50 AM. By comparison, BSE Sensex was trading 0.21 per cent lower at 85,226.75.

GST reset brings balance back to India's commercial vehicle market: Antique

Following Covid-related disruptions, large fleet operators overwhelmingly opted for the 12 per cent FCM route, claiming ITC benefits on truck purchases.

Hero MotoCorp 2W demand to stay strong; rural, exports boost: Motilal Oswal

The company expects the momentum to continue in the second half of the fiscal year (H2FY26), with overall industry volume growth projected at 8-10 per cent.

Motilal Oswal sees FY26 earnings pick-up; financials, autos lead equities

The brokerage's analysis of its universe of stocks revealed that after a prolonged period of earnings cuts, companies are beginning to report earnings upgrades.

ICICI Sec starts with Buy on Orkla India; regional brands, exports in focus

he brokerage has initiated coverage with a 'Buy' rating and a target price of ₹800, on the back of improving margins, strong cash flows and scope for selective acquisitions.

InCred Equities upgrades Tata Elxsi stock to 'Hold', lifts target to ₹5,639

The automotive business unit, which contributes around 53 per cent of Tata Elxsi's revenue, is seeing signs of stabilisation.

Festive boost fizzles amid weak QSR demand; Elara backs Jubilant FoodWorks

Based on channel checks, Elara Capital analysts said the QSR universe is seeing soft demand trends in the current quarter, even after recent GST rate cuts.

Motilal Oswal starts Nykaa coverage, sees growth but near-term gains capped

Nykaa, a specialty platform for beauty and personal care products, commands an estimated 27 per cent share of India's online BPC segment.

Brokerages cheer Motherson's Nexans auto deal, see global PV wiring upside

Nomura, in a note, said the acquisition marks SAMIL's formal entry into the global PV wiring harness segment outside India, an area where the group previously had limited exposure.

Motilal Oswal favours Maruti, M&M, TVS Motor as auto sector momentum holds

Entry-level vehicles across 2Ws and PVs are seeing a notable pickup in demand, while discounts are expected to gradually reduce, reflecting normalisation in market dynamics.

Antique sees stable FY26 for KPR Mill; garment, ethanol to drive growth

The brokerage expects KPR Mill to post around 12 per cent year-on-year (Y-o-Y) revenue growth in FY26, with operating margins also likely to remain broadly unchanged.

Radico Khaitan premium push intact; Antique raises target to ₹3,800

Antique believes Radico's flagship premium whisky brand After Dark is on track to clock 3.5 million cases in FY26, up sharply from 1.9 million cases in FY25.

Motilal Oswal starts coverage on Aditya Birla Real Estate with 33% upside

On the bourses, ABREL Share price surged up to 3.01 per cent to hit an intraday high of ₹1,770.65 per share.

Accenture Q1 results signal steady outlook for Indian IT amid muted demand

Nomura said it prefers Infosys and Cognizant among large-cap IT services firms, Coforge in mid-caps and eClerx in small-caps.

Nuvama trims Voltas FY26-27 earnings estimates amid demand woes

Voltas management has indicated that Q3FY26 trends are in line with internal expectations, with most sales still driven by products under the old energy rating table.

Silver upside, cost edge drive earnings upgrade case for Vedanta: Emkay

Vedanta share: At current spot prices, Emkay estimates FY27 Ebitda of about ₹25,800 cr, compared with consensus estimates of ₹22,000 cr, implying an upgrade potential of roughly 17 per cent.

5 reasons Motilal Oswal initiates coverage on Crompton Greaves with 'Buy'

On the bourses, Crompton Greaves share price rose as much as 3.97 per cent to hit an intraday high of ₹259.20 per share.

Brokerages back TCS as it doubles down on AI-led transformation

At the core of TCS's vision is a five-pillar framework designed to reorient the company from a digital-first services model to AI-centric enterprise transformation.

Geographic diversification, Palava to support Lodha growth, says Nuvama

Lodha Developers stock: This momentum, analysts believe, is underpinned by increasing geographic diversification, a broad-based product portfolio, & emerging value-unlocking opportunities at Palava.