Page 10 - Stock Analysis

HDFC Secs trims target on Dalmia Bharat; keeps 'Buy' on long-term growth

The brokerage remains positive on Dalmia Bharat's long-term growth prospects, backed by volume expansion, margin improvement and a disciplined balance sheet

Choice initiates Smartworks with 'Buy'; cites favourable leasing economics

Smartworks' long-term agreements with landlords (around 15 years) and enterprise clients (around four years) reinforce revenue stability, supported by a 2.0x revenue-to-rent ratio.

Volume pick-up key to more gains for innerwear major Page Industries

Page Industries' shares have declined over 30 per cent from their 52-week high as muted demand, slow volume recovery and trimmed earnings estimates weigh on sentiment

Axis Securities starts coverage on Elecon Engg with 'Buy'; check target

Elecon has built a strong global presence through subsidiaries in Europe and the United States, strengthened further by the Benzlers-Radicon acquisition

Why is JM Financial upbeat on Belrise Industries? Starts coverage with Buy

JM Financial has set a target price of ₹215 for Belrise Industries stock, valuing it at 25x FY28E P/E

Motilal Oswal ups Piramal Finance target, retains 'Buy' on retail-led surge

The brokerage believes Piramal is entering a phase where scale benefits, lower operating costs and a sharper credit framework will drive meaningful expansion in return ratios.

HDFC Securities starts coverage on Eureka Forbes with 'Buy'; check target

HDFC Securities expects Eureka Forbes to deliver strong growth over FY25-28, with revenue, Ebitda, and profit rising at a CAGR of 14 per cent, 23 per cent, and 27 per cent, respectively

New Tata Sierra seen powering PV push, but brokerages split on stock

In their assessment, Nomura analysts said the Sierra's modern, feature-rich positioning and aggressive pricing strategy could meaningfully lift Tata Motors' volume trajectory in FY26-28.

Tata Capital primed for strong growth, bank-like returns, says IIFL Capital

IIFL Capital expects TCL's ~15 per cent valuation discount to CIFC to narrow as the company delivers sector-leading earnings momentum.

Antique bets on Adani Ports' scale, margins; initiates coverage with 'Buy'

Despite its aggressive expansion pipeline, analysts point out that APSEZ has strengthened its balance sheet meaningfully.

Explained: How will implementation of the CoSS impact Swiggy, Eternal?

According to JM Financial Institutional Securities, in a worst-case scenario, the amount payable by Eternal and Swiggy towards the fund would work out to around ₹2.1-2.5 per order

Indian Hotels Company needs H2 to turn the key and restart the stay

Renovations easing and wedding-heavy months ahead may help close the gap left by a soft start

Max Healthcare builds growth runway with brownfield expansion push

Stock is trading at 52 times its FY27 earnings estimates

M&M 'firing on all cylinders' as analysts project strong multi-year growth

EVs remain central to the company's long-term roadmap, with M&M aiming for 20-30 per cent EV contribution by FY30, compared to 8 per cent currently.

Here's why APL Apollo Tubes stock is up in trade today; buy, sell or hold?

Nuvama remains upbeat on APL Apollo Tubes after its recent interaction with the company's top management, reiterating a 'Buy' rating with a target price of ₹2,093, valued at 36x Q2FY28E EPS

RIL's Big Battery Bet: Why Motilal Oswal sees a new energy upside

At the middle of this optimism is RIL's first battery Giga factory in Jamnagar, slated to start operations in early calendar year 2026 (CY26) with a production capacity of 40GWh per year.

Non-auto segments to drive growth for Bharat Forge as demand recovers

Despite demand challenges and export headwinds, analysts say Bharat Forge's diversified revenue base, strong defence order pipeline

Is Pricol the next big winner? SBI Securities decodes; check target price

SBI Securities expects Pricol's revenue, Ebitda, and PAT to grow at 31 per cent, 33 per cent, and 36 per cent CAGR, respectively, over FY25-27

UBS upgrades Axis Bank; 3 reasons behind bullish view, higher target

UBS believes Axis Bank has moved past the most challenging phase of its operating cycle and is now positioned for a gradual re-rating.

Max Healthcare gears up for expansion-led growth and stronger margins ahead

Max Healthcare posted healthy Q2 performance on strong patient volumes and ARPOB, with brownfield expansion