Page 16 - The Smart Investor News

Why Motilal Oswal retained 'Neutral' call on Can Fin Homes despite Q2 beat?

MOFSL has increased its FY26 earnings per share (EPS) estimate by about 5 per cent, factoring in higher NIMs and lower credit costs, while keeping FY27 EPS estimates largely unchanged

Brokerages say 'Buy' Reliance Industries after Q2 show; check target here

RIL reported a consolidated net profit of ₹18,165 crore in Q2FY26, up 9.7 per cent year-on-year (Y-o-Y) but down 32.7 per cent quarter-on-quarter (Q-o-Q) from ₹26,994 crore in Q1FY26.

PVR Inox jumps 7% post Q2; JM Fin raises price target: Check details

PVR Inox reported total revenue of ₹1,858.9 crore in Q2FY26, up 12 per cent from ₹1,663.9 crore in the year-ago period

Poonawalla Fincorp slides 4% post Q2; Anand Rathi retains 'Buy'; here's why

Poonawalla was trading 3.3 per cent lower at ₹509 compared to the previous day's close of ₹526.4 on the NSE

SBI, Airtel, Bajaj twins among 5 Sensex stocks hit all-time highs on Monday

SBI hit an all-time high of ₹913.40, as the stock rallied 3% on the BSE in intra-day trade, surpassing its previous high of ₹912.10 touched on June 6, 2024.

Diwali cheer for liquor stocks: Radico, Allied Blenders record new highs

Liquor stocks in focus: Radico Khaitan sees substantial long-term opportunity in premium and luxury brands owing to rising affluence, evolving preference, and rising demand for elevated experiences.

UTI AMC slips 10% on posting weak Q2 nos; here's what brokerages suggest

UTI AMC's revenue for the second quarter slipped 22 per cent Y-o-Y to ₹419 crore, as against ₹538 crore

HDFC Bank rallies on strong Q2; ICICI Bank dips amid profit-taking

HDFC Bank shares hit a 52-week high after strong Q2FY26 results, lifting markets, while ICICI Bank dipped slightly. Analysts stayed bullish on both lenders, citing robust growth and stable margins

Tyre stocks in focus: Ceat up 8% post Q2; should you buy, hold or sell?

JK Tyre & Industries, TVS Srichakra, Apollo Tyres and Balkrishna Industries were up in the range of 3 per cent to 8 per cent on the BSE in Monday's intra-day trade.

P N Gadgil share rises 3% as Nuvama initiates with 'Buy'; 31% upside eyed

PNG is the second-largest jeweller in Maharashtra by store count. Since its IPO in Sep' 24, the company has added 24 stores to its network of 39, aiming to strengthen its presence in Maharashtra.

RBL Bank hits 52-week high as Emirates NBD eyes 60% stake in $3bn deal

Emirates NBD Bank (PJSC) and RBL Bank have entered into a definitive agreement for ENBD to acquire a majority stake in the private lender through primary infusion of approximately $3 billion

Havells India Q2: Mixed show; brokerages cut targets but maintain 'Buy'

The company's revenue for the second quarter rose 5.2 per cent Y-o-Y to ₹4,779.33 crore, as against ₹4,539.31 crore. On a quarter-on-quarter (Q-o-Q) basis, the revenue fell 12 per cent

South Indian, AU SFB, Federal, DCB Bank rally up to 13%; here's why

South Indian Bank, Federal Bank, AU SFB and RBL Bank hit their respective 52-week highs on the BSE in intra-day trade on Monday on the back of strong earnings and RBL Bank deal.

Analysts split on LTTS post Q2FY26 results; should you buy, sell or hold?

Analysts at Choice Institutional Equities have upgraded LTTS to 'Buy' from 'Add', while Centrum Institutional Research has maintained its 'Neutral' rating on the stock

Should you bet on UltraTech Cement post its Q2? Analysts decode

UltraTech Cement's consolidated net profit jumped 75.2 per cent year-on-year (Y-o-Y) in Q2FY26 at ₹1,231.58 crore, as against ₹702.82 crore.

Here's why Nuvama trimmed Dixon Technologies' target price post Q2 results

Nuvama analysts have marginally lowered Dixon Technologies' December 2026 target price to ₹16,600 from ₹16,800, valuing the stock at 65x estimated December 2027 EPS

What should investors do with Polycab shares after Q2 show? Analysts answer

Nuvama highlighted that Polycab posted revenue, Ebitda, and APAT growth of 18%, 62%, and 51% Y-o-Y in Q2, respectively, noting that the base in Q2FY25 was low due to volatile copper prices.

HAL, BDL, Data Patterns rally up to 5%; why defence stocks in focus today?

At 10:20 AM; Nifty India Defence index was up 1.5 per cent, as compared to 0.35 per cent rise in Nifty 50 in Friday's trade.

Here's why Nuvama sees a strong second half for JSW Infrastructure in FY26

The brokerage has pegged a December 2026 target price of ₹360 per share, based on a 22x EV/Ebitda multiple for December 2027

Wipro shares drop 4% after mixed Q2 results; should you sell or hold?

Wipro's share price fell after its net profit was up 1.15 per cent compared to the same quarter last year