Page 35 - The Smart Investor News
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.
 "What should investors do with Polycab shares after Q2 show? Analysts answer")
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.
 "HAL, BDL, Data Patterns rally up to 5%; why defence stocks in focus today?")
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
 "Wipro shares drop 4% after mixed Q2 results; should you sell or hold?")
Infosys falls 2% even after Q2 beat; stock falls for 5th day; time to sell?
Infosys shares fell even after it raised the lower end of its annual revenue guidance
 "Infosys falls 2% even after Q2 beat; stock falls for 5th day; time to sell?")
Kajaria's Q2 polish impresses, while demand cracks remain; analysts weigh
Emkay remains upbeat on Kajaria Ceramics, reiterating its Buy call, while Nuvama Institutional Equities takes a more measured stance, maintaining a Hold rating on the shares
 "Kajaria's Q2 polish impresses, while demand cracks remain; analysts weigh")
What should investors do with Eternal (Zomato) after Q2? Brokerages decode
Nomura has reiterated a 'Buy' call on Eternal with a target price of ₹370 per share, as it sees an advantage for the company over peers in the quick commerce business
 "What should investors do with Eternal (Zomato) after Q2? Brokerages decode")
Nestle Q2 review: Buy or sell? New MD, GST cuts sway analysts' views
"Given favourable industry tailwinds from goods and services tax (GST) rate reduction, we believe the management's topline focus is prudent," Emkay noted
 "Nestle Q2 review: Buy or sell? New MD, GST cuts sway analysts' views")
Zee Ent posts weak Q2; ad revenue dips for 6th straight qtr; buy or sell?
During the quarter, Zee Entertainment's advertising revenue dropped 10.6 per cent to ₹806.3 crore, marking the sixth consecutive quarter of decline, against ₹901.7 crore a year ago.
 "Zee Ent posts weak Q2; ad revenue dips for 6th straight qtr; buy or sell?")
Paytm hits 52-week high, stock rallies 16% so far in October; here's why
Shares of One 97 Communications, the parent company of Paytm, hit a 52-week high of ₹1,305, gaining 2 per cent on the BSE in Thursday's intra-day trade amid heavy volume.
 "Paytm hits 52-week high, stock rallies 16% so far in October; here's why")
Auto shares in demand; TVS Motor hits new high, M&M, Eicher rally 2%
At 10:19 AM; BSE Auto index and Nifty Auto index, the top gainers among sectoral indices, were up 1.3 per cent each, as compared to 0.5 per cent rise in the BSE Sensex and Nifty 50.
 "Auto shares in demand; TVS Motor hits new high, M&M, Eicher rally 2%")
Indian Hotels, Lemon Tree, ITDC gain up to 4% on strong business outlook
The industry witnessed 18-20 per cent growth in the first half of Fy26 and is expected to clock mid to high teens growth in the second half as well
 "Indian Hotels, Lemon Tree, ITDC gain up to 4% on strong business outlook")
Should you buy or sell Tata Communications shares post Q2? Analysts weigh
Tata Communications, reported a 19 per cent year-on-year (Y-o-Y) decline in its consolidated net profit at ₹183.21 crore for the second quarter of the financial year 2025-26 (Q2 FY26).
 "Should you buy or sell Tata Communications shares post Q2? Analysts weigh")
HDB Financial shares drop as Q2 profit slips marginally; Q2 breakdown here
HDB Financial Services shares fell 1 per cent after the NBFC reported a slight drop in its profit for Q2 FY26
 "HDB Financial shares drop as Q2 profit slips marginally; Q2 breakdown here")
Can KEI keep its spark after another power-packed quarter? Analysts answer
The Cables & Wires (C&W) segment, which is KEI Industries' growth engine, saw revenues rise 23 per cent Y-o-Y, marking a six-year compound annual growth rate (CAGR) of 17 per cent.
 "Can KEI keep its spark after another power-packed quarter? Analysts answer")
Nuvama retains Buy on Hyundai India; expects steady growth with EV, hybrids
Nuvama has maintained its 'Buy' rating on Hyundai Motor India shares with a target price of ₹3,200, valuing the stock at 33x Sep-27E core EPS plus ₹119 per share in cash
 "Nuvama retains Buy on Hyundai India; expects steady growth with EV, hybrids")
NBFCs in demand; Bajaj Finance, Chola, L&T Finance hit record highs
Bajaj Finance surged 4 per cent to ₹1,058.60, while L&T Finance (₹271) and Cholamandalam Investment and Finance Company (₹1,691.90) were up 3 per cent each on the BSE in Wednesday's intra-day trade.
 "NBFCs in demand; Bajaj Finance, Chola, L&T Finance hit record highs")
Larsen & Toubro gains 3%, nears record high; what's driving infra stock?
L&T hit 10-month high of ₹3,837.95 is quoting close to its all-time high level of ₹3,963, touched on December 10, 2024.
 "Larsen & Toubro gains 3%, nears record high; what's driving infra stock?")
Eternal up 86% from April low; hits new high; Should you buy, hold or sell?
In the past one month, the stock price of the parent company of Zomato and Blinkit has outperformed the market by surging 9 per cent
Tata Comm rallies 7%, nears record high; what's driving Tata group stock?
In the past four trading days, the stock price of Tata Group Company has appreciated by 18 per cent.
 "Tata Comm rallies 7%, nears record high; what's driving Tata group stock?")