Page 17 - Tanmay Tiwary

Brokerages decode Tata Motors' Q1 results; is the stock still worth buying?

Nuvama Institutional Equities flagged the sharp miss in Tata Motors' JLR and India PV earnings, reducing its FY26E/FY27E Ebitda estimates by 6-7 per cent.

DIIs pip FIIs in Indian stocks ownership, like BFSI: Motilal Oswal

DIIs - which include mutual funds, insurance companies, and pension funds -- poured $19.7 billion into Indian stocks last quarter, far ahead of the $5.4 billion invested by FIIs.

Ramco Cements tanks after mixed Q1; opportunity or red flag? Find out here

At 10:41 AM, the stock was trading 5.38 per cent lower at ₹1,075, underperforming the broader BSE Sensex, which was down 0.54 per cent at 80,188.05.

Q1 miss, muted deals: What should investors do with Birlasoft stock now?

Birlasoft shares fell up to 3.4 per cent to an intraday low of ₹368.70 per share on Friday, reflecting investor reaction to the below-par results and weak deal momentum.

Titan Q1: Brokerages bullish on broad-based growth, watchful on margins

Motilal Oswal retained its 'Buy' rating with a target price of ₹4,150, noting Titan's 25 per cent consolidated Y-o-Y growth and 17 per cent jewellery growth ex-bullion.

Hero MotoCorp share gains ground despite muted Q1; what's next?

Around 10:00 AM, Hero MotoCorp share was trading 1.46 per cent higher at ₹4,540, even as the BSE Sensex slipped 0.29 per cent to 80,306.90.

Tariff Impact: Emkay says buy the dip, stick to discretionary, industrials

Trump Tariff Impact: The US has imposed a 25 per cent penalty via executive order, which takes the total tariff burden to 50 per cent on select Indian goods.

What should investors do with Bajaj Auto stock post Q1? Brokerages weigh in

The quarter saw Bajaj Auto revenues grow 6 per cent year-on-year to ₹12,580 crore, and Ebitda rise 3 per cent to ₹2,480 crore, slightly ahead of consensus.

Trent Q1: Margin gains shine, but here's why analysts are turning cautious

Motilal Oswal noted that while Ebitda growth of ~37 per cent Y-o-Y (a 17 per cent beat) was driven by cost control and scale benefits, revenue growth is showing signs of deceleration.

Tata Motors Q1 preview: Profit may tank up to 50% YoY; other details inside

Analysts at Nuvama noted that the revenue is expected to decline Y-o-Y, led by volume drops across India PV/CV and JLR businesses.

Exide's Q1 surprise triggers mixed analyst calls; what should investors do?

Looking ahead, Nomura maintained its 'Neutral' rating on Exide Industries share, though it raised the SOTP-based target price to ₹404 from ₹392.

Nomura's top FMCG picks: GCPL, Marico, Tata Cons to gain from rural revival

With the 2025 monsoon tracking above normal and kharif sowing gaining momentum, the brokerage expects these FMCG names to benefit from a broad-based recovery in volumes.

Sona BLW Precision lags in Q1: Stay invested or exit? Analysts answer

Sona BLW's consolidated revenue for Q1FY26 came in at ₹850.9 crore, marking a 5 per cent year-on-year (Y-o-Y) decline.

Shree Cement Q1: Profit nearly doubles, analysts stay cautiously optimistic

Brokerages offered a mixed yet constructive view on Shree Cement 's Q1 performance, highlighting improved realisations, expanding margins, and long-term growth plans.

What to expect from the world's largest 2W manufacturer in Q1FY26 results?

Hero MotoCorp Q1 preview: Hero MotoCorp released robust July sales data on August 1. The company dispatched 449,755 units during the month, up 21 per cent from 370,274 units in July 2024.

Here's what brokerages expect from Bajaj Auto ahead of Q1 results on Aug 6

In July 2025, Bajaj Auto's total sales rose 3 per cent Y-o-Y to 3,66,000 units compared to 3,54,169 units in July 2024.

Delhivery delivers in Q1: Stock hits 52-wk high, brokerages raise target

Brokerages remained bullish on Delhivery post Q1FY26 results, with most of them raising earnings estimates and target prices on the back of volume-led growth, improving margins, and positive guidance.

Motilal Oswal trims FY26 Nifty EPS; bets on midcaps in interim Q1 review

The aggregate earnings of the 184 companies in MOFSL's coverage rose 7 per cent year-on-year (Y-o-Y) in Q1FY26, matching the brokerage's estimates.

Should you stay invested in Tata Power post Q1? Here's what analysts say

Nuvama warned that Tata Power's current solar manufacturing margins may taper in the second half as captive supplies ramp up.

Should you buy, sell or hold SRF shares post Q1 results? Find out here

SRF's revenue for the quarter rose 10.3 per cent Y-o-Y to ₹3,819.6 crore, while Ebitda surged 37.8 per cent Y-o-Y to ₹831 crore, improving margins from 17.4 per cent to 21.7 per cent.