Page 10 - The Smart Investor News

Bajel Projects set for growth, says Antique; starts coverage with 'Buy'

With improving execution discipline, stronger order inflows, and an international scale-up, analysts believe the company is well-placed for a profitability-led growth trajectory

Choice initiates 'Buy' on Aurionpro; eyes strong order book, Vision 2030

Choice noted Aurionpro Solutions is undergoing a strategic shift under CEO Ashish Rai, moving from a hybrid IT services-product model to a product-first

InCred Equities backs Camlin Fine Sciences; bets on vanillin-driven growth

The brokerage highlighted the strength of CFSL's blend portfolio and its Vinpai acquisition, both of which are expected to drive strong margins, create entry barriers, &unlock solid revenue potential

BHEL rallies 44% in 4 months, hits 17-mth high; brokerages see more upside

BHEL stock is well placed to gain from the need for building base load thermal coupled with strong revenue visibility in the medium term, believe analysts.

Pharma index hits 52-week high; Glenmark, Lupin rally 3% in subdued market

In the past two trading days, the Nifty Pharma index has rallied 3.3 per cent, as compared to 0.41 per cent decline in the Nifty 50.

Meesho hits 5% lower circuit on one-month lock-in expiry; analysts weigh

Meesho is currently trading at 7.4 per cent above its listing price on BSE of ₹161.2 per share and 56 per cent above its issue price of ₹111 per share.

Dixon, Kaynes crack up to 8% in 2 days, hit 52-week lows; here's why

The stock price of Kaynes Technology hit a 52-week low of ₹3,682.15 in intra-day trade on Wednesday, and has corrected 52 per cent from its 52-week high of ₹7,705 touched on October 7, 2025.

Domino's operator upgraded to 'Buy'; Antique raises target post Q3 update

Antique upgraded Jubilant FoodWorks to a buy from its earlier rating, and raised the target price to ₹620 from ₹600, citing favourable valuations and sustained outperformance

Antique initiates with 'Buy' on Studds Accessories; sees 40% stock upside

Antique assigned a target price of ₹750 per share for Studds Accessories, implying an upside of about 40 per cent from the current market price

Titan hits all-time high on posting Q3 update; here's what analysts suggest

Titan's jewellery portfolio clocked a 41 per cent Y-o-Y growth in Q3FY26, driven by substantial average selling price (ASP) increases, offsetting flattish buyer growths.

Strong Q3FY26 presales drive bullish call for Lodha Developers from Nomura

Lodha Developers, Nomura said, has maintained its FY26E presales guidance of ₹21,000 crore, implying a Q4FY26F presales target of ₹6,500 crore (up 35 per cent Y-o-Y)

Nifty Metal index soars 15% in 1 mth; what's driving Hindalco, Nalco today?

In the past one month, the stock price of Hindustan Zinc, Nalco, Vedanta, Hindalco Industries and SAIL have rallied between 15% and 32%.

SBI hits new high in weak market, mcap nears ₹9.5 trn; will touch ₹10 trn?

SBI's market capitalisation touched ₹9.45 trillion in intra-day deals on Tuesday.

ICICI Sec upgrades Latent View Analytics to 'Buy', lifts target to ₹560

The upgrade reflects ICICI Securities' expectation of healthy revenue growth for Latent View, with 6 per cent quarter-on-quarter (Q-o-Q) growth in USD terms anticipated in the seasonally strong Q3.

Swiggy slips 5%, falls below QIP price; why is the stock under pressure?

The stock price of Swiggy was quoting lower for the third straight trading day, falling nearly 8 per cent. The stock has now dropped below the QIP issue price of ₹375 per share.

Emmvee Photovoltaic hits 10% upper circuit; Jefferies initiates 'Buy'

The coverage initiation is anchored on a strong solar sector outlook, with India's annual solar PV installations expected to grow at a 24 per cent CAGR over FY25-28E

ICICI Bank rallies 3%, hits over 2-month high in subdued market; here's why

ICICI Bank has entered a phase where its operating variables exhibit far less volatility, with robust loan growth, solid asset quality, and leading returns, believe analysts.

Trent shares fall 8% on Q3 update; is it good time to buy Tata Group stock?

This shift follows a nearly 50 per cent price correction from peak to trough, which the brokerage believes now presents a favorable risk-reward opportunity

Antique maintains 'Buy' on Concord Biotech; sees strong API, CDMO growth

Antique expects the Concord to report revenue, Ebitda and PAT CAGR of 18 per cent, 17 per cent and 19 per cent, respectively, with margins remaining stable at around 42 per cent over FY25-28E

Nomura cuts Dixon target, trims estimates on weak mobile demand; keeps Buy

The brokerage lowered its target price to ₹16,598 from earlier levels, implying a 36 per cent upside from current prices.