Page 3 - Tanmay Tiwary

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.

Emkay sees ENBD deal transforming RBL Bank; retains 'Buy,' raises target

RBL Bank's management indicated that regulatory approvals for the deal are expected by mid-Q4FY26

Indraprastha Gas jumps 6% as Nomura upgrades stock on easing gas prices

On the bourses, IGL share price rallied up to 5.54 per cent to an intraday high of ₹193.35 per share, while MGL share price rose up to 4.22 per cent to an intraday high of ₹1,159.25.

JM Financial retains 'Buy' on Eternal as Blinkit growth moderates in Q3FY26

According to JM Financial, Blinkit's net order value (NOV) growth is likely to slow to around 13 per cent Q-o-Q in Q3FY26, compared with 25 per cent and 27 per cent growth in Q1 & Q2, respectively.

Nuvama upgrades Tata Power to 'Hold' on improved FY30 growth visibility

The brokerage's view followed an analyst meet held at Tata Power's Odisha Technology Centre, where management reiterated its long-term growth roadmap.

Hotels to see strong H2 as new airport, events boost demand: Motilal Oswal

The structural outlook remains favourable, analysts said. Mumbai contributes nearly 15 per cent to India's hotel room revenue and disproportionately dominates the luxury segment.