Page 6 - Tanmay Tiwary

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.

Buy, sell or hold: What to do with Info Edge (India) stock after Q2 show?

Info Edge Share Buy, sell or hold: At 11:30 AM, the Info Edge (India) stock was trading 1.19 per cent lower at ₹1,360.60, even as the BSE Sensex gained 0.33 per cent to 84,743.91.

HAL's growth runway stays clear; brokerages keep 'Buy' ratings intact

On the bourses, HAL share price was trading 0.27 per cent lower at ₹4,734 per share at 10 AM. By comparison, the BSE Sensex was trading flat at 84,463.92 levels.

Tata Motors PV faces key risks as EV adoption slows, competition heats up

As TMPV begins its independent journey, analysts caution that slower EV adoption, regulatory headwinds, and intensifying competition could weigh on its growth trajectory.

Analysts turn bullish on Asian Paints as demand, margins show fresh colour

ICICI Securities, which had upgraded the Asian Paints stock in June 2025, said several tailwinds are now in place.

ONGC Q2 show misses estimates on higher costs; brokerages remain cautious

At 12:35 PM, ONGC shares were trading 1.66 per cent higher at ₹253.60 per share. By comparison, BSE Sensex was trading 0.82 per cent higher at 84,559.73 levels.

Tenneco Clean Air India IPO off to a muted start; should you apply for it?

Tenneco Clean Air India IPO Day 1 Updates: By 11:40 AM on Day 1, the issue was subscribed 0.11 times, with NIIs at 0.24x and retail investors at 0.12x.

BSE gains 7% post Q2; Jefferies keeps 'Hold' rating; what should you do?

The rally came after BSE posted a 61 per cent year-on-year rise in consolidated net profit to ₹558.5 crore for Q2FY26, compared with ₹346.8 crore in the corresponding quarter last year.

Bharat Forge Q2: Analysts see export weakness bottoming, defence upside

While brokerages said the CV cycle appears to be nearing its bottom, they expect growth momentum to pick up from Q4FY26), driven by defence and aerospace segments.

Tata Motors Q2 preview: Here's what to expect from the auto giant

Tata Motors Q2 preview: Key factors to watch will be JLR and India CV demand and margin outlook, analysts at Nuvama said.