Page 11 - Stock Analysis

LG Electronics: Nomura's top durables bet on FY27 recovery, export push

LG Electronics is positioned to benefit from a recovery in consumption demand, a normal summer season (with around 50 per cent exposure to summer-led products), and export tailwinds, said Nomura

HDFC Sec trims target price on Mphasis, stays cautious amid AI disruption

Analysts noted that AI-led deflationary pressure is becoming visible in Mphasis' contract renewals, with discounts nearly doubling from 10 per cent to approximately 20 per cent

Star Health stock climbs 7%; Investec bullish on structural tailwinds

Investec has upgraded Star Health and Allied Insurance to 'Buy' with a target of ₹535 per share, citing clear recovery after a difficult FY24-FY25

Stock under ₹200: Yatra Online gets 'Buy' call for more than 50% upside

Keynote Research has maintained a 'Buy' call on Yatra Online with a target price of ₹236, implying an upside of more than 50 per cent from the previous close of ₹147.23 on NSE

UPL restructuring: Analysts decode impact on valuations, Advanta IPO

The UPL group will operate through two separately listed verticals-Global Crop Protection and Seeds-each with distinct structural drivers.

Premium portfolio, strong Q3 results boost outlook for Marico stock

Marico's strong Q3 performance, rising premium product share and steady volume outlook have lifted investor sentiment, though volatility in Copra and risks abroad remain key concerns

Kwality Wall's shares trade 30% lower vs discovered price: buy or avoid?

Kwality Wall's shares listed at a sharp discount on NSE and BSE, falling up to 30% from discovered price. Analysts flag margin pressure, seasonality risks, and valuation concerns

Anand Rathi upgrades Kalpataru Proj to 'Buy' on strong order visibility

Kalpataru Projects has secured orders worth ₹19,500 crore in FY26 year-to-date (Y-T-D), led by Buildings & Factories (B&F) (56 per cent) and Transmission & Distribution (T&D)/Urban (44 per cent).

Turnaround ahead? Emkay Global upgrades IndusInd Bank to Buy, raises target

Emkay Global upgrades IndusInd Bank to Buy and raises target price to ₹1,100, citing leadership change, earnings recovery, RoA improvement, and asset quality moderation

RIL smartly deploying cash war chest to ride AI boom; analysts remain bullish

Meanwhile, at the bourses, in the last one year, RIL stock has outperformed the market by rising nearly 17 per cent compared to the 12 per cent rise in the Nifty 50 index, data shows

Elara Capital downgrades VIP Ind to 'Accumulate', cuts estimates on Q3 miss

Elara Capital values the VIP Industries stock at 26x FY28E EV/Ebitda and has maintained its target price at ₹430

LG Electronics newly rated 'Buy' at Axis Direct; 16% upside potential seen

Axis Direct believes LG Electronics is well-positioned for sustained profitability and growth supported by its leading market share, brand equity, and deep distribution networks

Stock to buy: Elara says GMR Airports' earnings turn structurally strong

Elara Capital has retained its 'Buy' call on GMR Airports with a target price of ₹140

Infosys investor day 2026: AI push sparks hopes of stock turnaround

Nandan Nilekani said that AI capability might race ahead of enterprise needs, creating both risks and opportunities for those who can execute effectively

Lupin rises post-Q3 analysts call, but brokerages flag FY27 earnings risk

In the December quarter, the company reported a 37 per cent growth in consolidated net profit at ₹1,175.5 crore, as compared to ₹855.16 crore a year ago

Coal India Q3 review: Analysts split on e-auction recovery vs headwinds

In the December quarter, the company reported a 15.8 per cent decline in consolidated net profit at ₹7,157.45 crore, as compared to ₹8,505.57 crore a year ago

HAL's ₹2.4 trn order book to propel manufacturing revenue, say analysts

HAL Share: In the December quarter, HAL posted a 30 per cent jump in year-on-year (Y-o-Y) rise in net profit for Q3FY26 to ₹1,866.68 crore, compared to ₹1,439.83 crore in Q3FY25

Brokerages remain cautiously optimistic on M&M post Q3; stock down 2%

The selling pressure on the counter came after brokerages remained cautiously optimistic on M&M post its Q3FY26 numbers released on Tuesday, during market hours

Jubilant FoodWorks' gains depend on growth uptick, margin expansion

Jubilant FoodWorks beats Q3FY26 expectations, but stock gains depend on sustained same-store sales growth and operating margin expansion

Jubilant Foodworks gains 4% as Q3 net jumps 69%; Centrum lifts target price

Jubilant Foodworks rose as much as 3.7 per cent to ₹575 on the National Stock Exchange (NSE) as the stock reacted to Q3 earnings on Wednesday.