Page 10 - Stock Analysis
Jio IPO, New Energy, AI focus: Brokerages decode RIL AGM and stock strategy
Reliance Industries got its 'Buy' call retained from most analysts, with a target price going as high as 27 per cent.
 "Jio IPO, New Energy, AI focus: Brokerages decode RIL AGM and stock strategy")
HDFC Bank emerges as top choice for global EM funds with record ownership
Copley Fund Research finds HDFC Bank held by 71% of EM funds, making it the most critical emerging-market bank globally, with allocations surging post-HDFC merger
 "HDFC Bank emerges as top choice for global EM funds with record ownership")
Godrej Consumer, Ultratech: Motilal Oswal suggests these 6 stocks to buy
Godrej Consumer has strengthened its core portfolio and expanded into new segments, while UltraTech Cement reported strong Q1 results
 "Godrej Consumer, Ultratech: Motilal Oswal suggests these 6 stocks to buy")
RIL AGM: Expectations, stock historical performance, strategy decoded
At the bourses, meanwhile, the stock has been an outperformer, rallying nearly 16.5 per cent thus far in calendar year 2025 (CY25) as compared to 0.7 per cent gain in the BSE Oil & Gas index
 "RIL AGM: Expectations, stock historical performance, strategy decoded")
Muted industry volume outlook may cap further gains for Ashok Leyland
Ashok Leyland stock gained after Q1 results on stronger margins and GST cut hopes, but muted commercial vehicle demand and cyclicality may limit upside
 "Muted industry volume outlook may cap further gains for Ashok Leyland")
JM Financial initiates coverage on ITC Hotels, sees 12% downside: Check why
JM Financial highlighted that ITC Hotels has delivered a 22 per cent CAGR in Ebitda over FY23-25, driven by strong RevPAR growth
 "JM Financial initiates coverage on ITC Hotels, sees 12% downside: Check why")
Near-term concerns will weigh on Samvardhana Motherson's profit margins
Going ahead, brokerages expect pressure on margins due to demand pressures and increased costs
 "Near-term concerns will weigh on Samvardhana Motherson's profit margins")
Higher input costs likely to hit near-term margins of United Spirits
United Spirits' revenue grew in the June quarter, driven by volume growth, but margins were hit by higher advertising and promotional costs. Brokerages see price correction as a potential opportunity.
 "Higher input costs likely to hit near-term margins of United Spirits")
Ahluwalia Contracts falls 3% after Q1; buy, sell or hold? Analysts suggest
Ahluwalia Contracts' share price was trading 2.7 per cent lower at ₹927 per share on the NSE after the company reported lower-than-estimated numbers in Q1FY26
 "Ahluwalia Contracts falls 3% after Q1; buy, sell or hold? Analysts suggest")
Jubilant FoodWorks' dough keeps rising while rivals go half-baked
Driven by Domino's Pizza, standalone revenue rose 18 per cent year-on-year (Y-o-Y). Orders grew 17.3 per cent, with like-for-like sales up 11.6 per cent
 "Jubilant FoodWorks' dough keeps rising while rivals go half-baked")
Varun Beverages' growth hinges on recovery; outlook stays positive
Net profit of the beverage major was up 5 per cent year-on-year (Y-o-Y) though sales slipped 2 per cent and operating profit was flat
 "Varun Beverages' growth hinges on recovery; outlook stays positive")
Zydus Lifesciences' Q1 dose lifts vitals, but outlook stays fragile
April-June Qtr beat offsets some caution, yet US headwinds cap upside
 "Zydus Lifesciences' Q1 dose lifts vitals, but outlook stays fragile")
Mixed signals after ONGC Q1 nos; what's the best move for investors now?
On a standalone basis, ONGC's gross revenue dropped 9.3 per cent Y-o-Y to ₹32,003 crore, while net profit fell 10.2 per cent to ₹8,024 crore from ₹8,938 crore last year.
 "Mixed signals after ONGC Q1 nos; what's the best move for investors now?")
Analysts predict up to 38% gains in this defence PSU after Q1; do you own?
HAL posted a 4.11 per cent year-on-year (Y-o-Y) decline in net profit at ₹1,377 crore in Q1FY26, compared to ₹1,436 crore in the same quarter last year (Q1FY25).
 "Analysts predict up to 38% gains in this defence PSU after Q1; do you own?")
Hyundai Motor jumps 5% in two days after Goldman Sachs initiates with 'Buy'
The Hyundai Motor India stock has now risen 4.98 per cent over two days, driven by strong investor sentiment following a bullish initiation report by global brokerage Goldman Sachs.
 "Hyundai Motor jumps 5% in two days after Goldman Sachs initiates with 'Buy'")
Hindalco slips 2% after arm Novelis reports Q1 results; read analysis here
Novelis believes this $60 million tariff impact can be mitigated through increased US (local) production, customer pass-throughs, and cost takeout programmes
 "Hindalco slips 2% after arm Novelis reports Q1 results; read analysis here")
SBI Q1 beat spurs brokerages' bullish calls; check stock outlook here
On the bourses, SBI share price rose as much as 1.76 per cent to an intraday high of ₹818.75 per share.
 "SBI Q1 beat spurs brokerages' bullish calls; check stock outlook here")
When gold slips from crown to a likely millstone for Titan Company
Despite a tough macro backdrop, the domestic jewellery business of Tanishq, Mia, and Zoya grew 17 per cent year-on-year (Y-o-Y), with same-store sales up 12 per cent
 "When gold slips from crown to a likely millstone for Titan Company")
Accelerating growth trajectory, margin gains for Godrej Consumer Products
The India business, which accounted for 63 per cent of consolidated revenues, posted a 7.7 per cent growth in revenues
 "Accelerating growth trajectory, margin gains for Godrej Consumer Products")
Titan Q1: Brokerages bullish on broad-based growth, watchful on margins
Motilal Oswal retained its 'Buy' rating with a target price of ₹4,150, noting Titan's 25 per cent consolidated Y-o-Y growth and 17 per cent jewellery growth ex-bullion.
 "Titan Q1: Brokerages bullish on broad-based growth, watchful on margins")
