Page 2 - Tanmay Tiwary

IndiGo Q3 weathers disruptions, FX hit; analysts upbeat on long-term growth

Brokerages, while trimming near-term estimates, remain broadly constructive on the airline's longer-term prospects, citing its scale advantage, balance-sheet strength and international expansion.

Mphasis Q3 in line; AI-led deal pipeline lifts FY27 growth hopes: Analysts

Nomura said the quarter was "largely in line," noting that revenue growth was marginally ahead of its estimate and that margins were close to expectations.

Bandhan Bank rallies 6% as brokerages upgrade stock, see up to 27% upside

Motilal Oswal said the bank's operating performance is "turning around", supported by stabilising margins, improving asset quality and a gradual recovery in return ratios.

Apollo Hospitals bets on specialty, HealthCo growth; 'Buy' retained: MOFSL

Over the last three years, Apollo Hospitals has recruited around 180 doctors across new and existing hospitals to strengthen specialty depth and support complex case handling.

KEI Industries' Q3 earnings surprise on higher margins despite flat revenue

For the quarter, KEI reported revenue of ₹2,950 crore, broadly in line with JM Financial's estimate but around 4 per cent lower than consensus.

Tata Comm Q3: Data strength lifts margins, but analysts split on re-rating

Tata Communications reported consolidated revenue of ₹6,190 crore in Q3FY26, up 1.5 per cent quarter-on-quarter (Q-o-Q) and 6.7 per cent year-on-year (Y-o-Y), broadly in line with estimates.

Nomura initiates TMCV with 'Buy' as India truck cycle shows early revival

Nomura expects TMCV's India business to be a key beneficiary of the anticipated recovery, supported by its dominant 46 per cent market share in the domestic MHCV segment in FY25.

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.