Page 11 - The Smart Investor News

Oberoi Realty growth story intact, says Antique; reaffirms 'Buy' rating

Antique has maintained its Buy call with a target price of ₹1,861 for FY28, based on an embedded Ebitda multiple of 12x, representing a 20 per cent premium to NAV

Jefferies calls Uno Minda a growth amplifier; initiates coverage with 'Buy'

While its 42x FY27E PE appears rich compared with the last five-year average of 43x, analysts believe the valuation is justified given its strong growth outlook, low margin volatility, and high ROE

UBS on midcaps: Bullish on Astral, sees downside in Bharat Forge; check why

UBS hosted executives from 10 midcap companies, including Astral, Bharat Forge, Kaynes Technology India, Quality Power, Angel One, Bandhan Bank, among others during Emerging India Mid-Cap Conference

UltraTech, Ramco, JK, India Cements crack up to 7%; what's worrying them?

On-going escalation of the Iran-Israel-US conflict tends to spike global crude oil prices, which in turn drive up petcoke and diesel prices, affecting cement manufacturers margins, say analysts.

Meesho freezes at 10% lower circuit, hits record low; here's why

Meesho said the Assessment Order along with the Demand Notice does not have any major adverse impact on the company's financial position, operations, or other activities.

LNG supply fears hit gas stocks; GAIL, Petronet LNG, Gujarat Gas tumble 5%

The rising concerns over the prolonged closure of the Strait of Hormuz have raised fears of a liquefied natural gas (LNG) shortage

UPL, Deepak Fertilisers, SRF, UPL slip up to 6% amid West Asia jitters

According to Kotak Institutional Securities, prolonged unrest in West Asia could not only push up input costs for Indian chemical companies but also have an impact on export revenues

Nifty PSU Bank tanks 6%; Bank of Maharashtra, UBI, BOI, PNB plunge up to 9%

At 09:32 AM on Monday, the Nifty PSU Bank index was the top loser among sectoral indices, down 5.4 per cent as compared to 2.8 per cent decline in the Nifty 50.

BPCL, HCPL, IOC sink up to 8% as oil prices soar past $110/barrel

The pressure in OMC stocks came as Brent crude oil prices rose to their highest level since 2022, rising as much as 28.9 per cent to $119.5

Defence stocks surge; Nifty India Defence hits 7-mth high, up 6% in 2 days

In the past one month, the Nifty India Defence index has rallied 11 per cent, as against 4 per cent fall in the Nifty 50.

Belrise Industries zooms 101% in 9 months; hits record high in weak market

Crisil Ratings believes that the Belrise group will maintain its strong position in the auto components industry backed by its established customer relationships and a diversified product portfolio.

Shipbuilding stocks in focus: Mazagon Dock soars 18% in 2 days; here's why

Mazagon Dock Shipbuilders has officially confirmed that Contract Negotiation Committee negotiations for P-75 (India) project between the company and the government have been completed.

Reliance Industries shares gain 2% on US waiver for Russian oil purchase

The US issued a general license to allow for some Russian oil sales to India, escalating tensions in West Asia, and limiting oil supply.

Antique says 'Buy' again on Nalco; check key drivers behind bullish call

Antique expects Nalco to benefit from the domestic aluminum market, projected to grow at a CAGR of 7.2 per cent through 2030

Coal India jumps 4% as Iran war lifts global coal prices; analysts upbeat

Coal India shares rose over 4% as global coal prices surged amid Iran war and LNG supply disruptions. Analysts say higher e-auction premiums could support earnings

L&T up 3% after 9% fall amid West Asia crisis; brokerages retain 'Buy' call

Analysts believe that in the near term, execution can be impacted by supply chain disruption, while in the long term; the company has adequate risk management in place for existing contracts.

Hindalco shares rally 7% as aluminium prices surge on supply concerns

Hindalco share price: Hindalco shares climbed nearly 7 per cent as aluminium prices increased due to supply disruptions in the Middle East

Granules poised for stronger earnings cycle, says Elara; starts with 'Buy'

Over the past decade, Granules India, the brokerage said, has transitioned from a bulk API-led model to a US-focused formulations platform, with rising exposure to complex and differentiated products

Bharat Electronics rallies 4%; why defence stock hit new high?

Thus far in the calendar year 2026, BEL has outperformed the market by surging 16%, as compared to 6.6% decline in the BSE Sensex.

Acutaas zooms 100% in 8 months; what's driving speciality chemicals stock?

Acutaas Chemicals management has revised revenue guidance upwards from 25 per cent to around 30 per cent growth for FY26.