Page 12 - Tanmay Tiwary

Why Nomura continues to back Glenmark Pharma; Retains 'Buy'; Find out here

Analysts at Nomura continue to back Glenmark Pharma, citing the company's ability to strategically acquire high-potential innovative products.

Tata Motors shares drop 5% in 2 days as JLR cyberattack rattles investors

On Thursday, September 25, 2025, the Tata Motors stock fell as much as 2.59 per cent to an intraday low of ₹665 per share.

Motilal Oswal sees re-rating potential for PSU banks; SBI, PNB top bets

Despite a nearly 5x jump in aggregate mcap since FY20, most coverage PSBs still trade at reasonable valuations of 0.8-1x forward P/B & 5-7x FY27E EPS, leaving room for further upside.

Sun Pharmaceutical: Domestic, innovation push eyed; Nuvama maintains 'Hold'

Sun Pharma aims to strengthen its domestic formulations business through field force expansion and a generic GLP-1 launch in CY26.

Hindalco rebound ahead? Analysts upgrade to 'Buy' after 1-year stagnation

After a flat performance over the past 12 months (up just 3.85%), analysts see Hindalco stock set for a rebound, supported by a combination of commodity dynamics and company-specific factors.

Sri Lotus Developers stock price today: Up 6% on Motilal Oswal 'Buy' rating

Sri Lotus Developers share price jumped after domestic brokerage Motilal Oswal initiated coverage on the stock with a 'Buy' rating, with a target of ₹250 per share, which reflects an upside of 35%.

Minda Corp share skyrockets 10% as Nuvama lifts target to ₹620; retains Buy

Minda Corporation's FY30 revenue target of ₹17,500 cr implies a 28 per cent compound annual growth rate (CAGR) over FY25-30E, while Ebitda is projected at ₹2,100 cr, reflecting a 30 per cent CAGR.

Analysts upgrade CESC; Bull-case target ₹200 on strong RE, solar mfg push

According to analysts, CESC's bull-case target of ₹200 assumes timely recovery of regulatory assets (RA) by FY30E, 3.2GW of RE at ~17 per cent RoE, and the new solar manufacturing venture.

7 reasons why Motilal Oswal says 'Buy' again on AU SFB; stock price up 4%

On the bourses, AU SFB share price was buzzing in trade in a subdued market on Tuesday, September 23, 2025, with the scrip rising as much as 3.83 per cent to hit an intraday high of ₹733.25 per share.

Rising exports, SUVs to drive Hyundai India earnings; Nomura retains 'Buy'

Also, the recent data supports this outlook, with Hyundai Motor India reporting a 50 per cent jump in bookings in the past few days, signaling strong consumer demand.

Gujarat Fluorochemicals: Analysts raise target, see 39% upside; do you own?

Globally, Gujarat Fluorochemicals operates with a capacity of 21,000 tonnes per annum, accounting for about 8-9 per cent of world share.

Camlin Fine shares can double your money in 1 year, says InCred Equities

On the bourses at 1:01 PM, Camlin Fine Sciences share price was trading 0.28 per cent lower at ₹231.85 per share. By comparison, BSE Sensex was trading 0.21 per cent lower at 82,451.90 levels.

Why do analysts expect Voltas' demand to recover in second half of FY26?

Analysts highlighted elevated channel inventory, delayed consumer purchases, and a weak summer season as key challenges for the quarter for Voltas.

Why has Maruti's market share declined in past five years? Nomura explains

In the past five years, Maruti Suzuki shares have surged 127.1 per cent, underperforming the Nifty Auto index, which jumped 234.84 per cent, but slightly outpacing the Nifty50's 120.97 per cent gain.

GE Vernova T&D India share hits record high as Nomura ups target to ₹3,350

Following the upgrade, GE Vernova T&D India share price rose up to 1.84 per cent to hit a fresh all-time high (record high) of ₹3,038.90 per share.

Prince Pipes share skyrockets 36% in 6 months; analysts see 31% more upside

While the near-term demand environment remains muted due to volatile PVC prices and weak trade sentiment, Prince Pipes remains confident of delivering high single-digit volume growth in FY26.

Real estate stocks burn investor pockets in 2025; is rebound on the cards?

Real estate sector/stocks: The Nifty Realty index has slumped nearly 14 per cent so far in 2025 (till Sept 15), in sharp contrast to the 6 per cent gain in the benchmark Nifty50 index.

Crude slips to 3-month low; INR weakness seen pressuring OMCs, CGDs: Nomura

Nomura said that the INR's depreciation remains a headwind for OMCs and CGDs, as their input costs are dollar-linked while revenues are in rupees.

HAL, BEL, BDL to gain from India's ₹4 trn defence overhaul: InCred Equities

The brokerage has assigned an 'Add' rating to HAL and BEL, with target prices of ₹6,325 and ₹459, respectively, while Bharat Dynamics, Astra Microwave, and Data Patterns remain 'Not Rated.'

Eureka Forbes gets two 'Buys' in 12 days; why are analysts turning bullish?

Eureka Forbes share: Analysts see strong growth momentum, margin expansion, and deeper traction in after-sales services as catalysts for sustained shareholder returns.