Page 2 - Tanmay Tiwary

Nifty IT index jumps 2%; what's driving IT stocks higher today? Find here

Analysts attributed the up move to a pullback rally after sharp declines in past sessions. The index is currently 22.72% below its 52-week high of 46,088.90 and is down about 14.8% so far this year.

Nomura sees China shift boosting Tata Steel, JSW Steel and Jindal Steel

Nomura says the broad-based slowdown validates earlier expectations of a sharper demand slump in the second half of the year.

InCred turns upbeat on vehicle financiers; lifts outlook on key NBFCs

According to the analysts, disbursement growth remained soft across most lenders in Q2FY26 due to seasonality and increased caution in SME/MSME segments.

Festive demand boosts jewellery sector; Titan remains top analysts' pick

Titan delivered a strong quarter with its core jewellery business growing 18.8 per cent year-on-year (Y-o-Y), backed by 14 per cent like-to-like (LTL) growth.

M&M 'firing on all cylinders' as analysts project strong multi-year growth

EVs remain central to the company's long-term roadmap, with M&M aiming for 20-30 per cent EV contribution by FY30, compared to 8 per cent currently.

RIL's Big Battery Bet: Why Motilal Oswal sees a new energy upside

At the middle of this optimism is RIL's first battery Giga factory in Jamnagar, slated to start operations in early calendar year 2026 (CY26) with a production capacity of 40GWh per year.

UBS upgrades Axis Bank; 3 reasons behind bullish view, higher target

UBS believes Axis Bank has moved past the most challenging phase of its operating cycle and is now positioned for a gradual re-rating.

Lumax Auto up 4% as Phillip Capital initiates with 'Buy,' eyes 36% upside

The rally was sparked by Phillip Capital's 'Buy' recommendation on Lumax Auto Technologies Ltd, along with a target price of ₹1,860, implying a 36 per cent upside.

Elara upgrades SBI Cards to 'Accumulate,' lifts TP to ₹1,006 on turnaround

Analysts believe the worst of stress cycle is over & that SBI Cards is entering final phase of its balance sheet cleanup, setting the stage for a recovery in credit costs, CIF growth & return ratios.

Refining boost isn't enough; Nuvama turns selective on Oil & Gas for FY26

According to Nuvama, the outlook for OMCs is clouded by high capital expenditure commitments and rising under-recoveries, which are set to keep return ratios suppressed.

Nomura upgrades Siemens to 'Neutral,' raises target to ₹3,325: Here's why

The upgrade by Nomura comes on the back of a strong operational performance in Q4FY25, where Siemens delivered a meaningful beat despite pockets of muted demand.

Why did analysts downgrade SKF India to Reduce? Here's what drove the call

While revenue growth remained resilient, weaker margins, demerger-linked costs and stretched valuations have clouded the near-term view for SKF India, analysts said.

VIP Industries: Why have analysts put the stock 'Under Review'? Check here

The brokerage, which earlier had a 'Reduce' rating on VIP Industries, said the near-term outlook has turned 'hazy,' warranting caution until the new leadership outlines a credible turnaround plan.

Hero MotoCorp jumps to 52-week high as analysts lift targets on Q2 strength

The Hero MotoCorp stock rose as much as 3.95 per cent to ₹5,749 before trading 3.84 per cent higher at ₹5,743 around 11:30 am, outpacing the Sensex's 0.15 per cent gain.

TMPV tumbles on JLR hit in Q2; analysts cut outlook, flag structural risks

On the bourses, Tata Motors PV shares bled, with the stock dropping up to 7.26 per cent to hit an intraday low of ₹363.15 per share.

Midcaps shine in Q2 as cycle bottoms, says Motilal Oswal; OMCs, Metals lead

Corporate earnings logged a 3rd straight quarter of double-digit growth, underpinned by strong performances from OMCs, Metals, Telecom, Technology, Cement, NBFCs - Lending, and Capital Goods.

Marico wins Street backing despite copra-led margin squeeze in Q2FY26

Strong top-line growth, resilient volumes, and sustained execution strength kept analysts confident about the company's medium-term outlook, with most brokerages maintaining a 'Buy' or 'Add' rating.

Why is Indian stock market down despite NDA lead in Bihar Election 2025?

The Sensex declined up to 0.51 per cent to an intraday low of 84,042.75, while the Nifty50 slipped 0.44 per cent to 25,764.90.

Brokerages split on Eicher Motors; should you buy, sell or hold? Check here

JM Financial noted that Eicher posted a consolidated operating margin of 24.5 per cent in Q2FY26, about 50 basis points (bps) below its estimate.

Nuvama turns cautious on Tata Motors CV biz despite inline Q2 profitability

In Q2, Tata Motors' standalone revenue rose 9% Y-o-Y to ₹16,860 crore, coming in 3% below Nuvama's forecast due to an unfavourable mix that weighed on average selling prices.