Page 12 - Stock Analysis

Equirus Securities starts coverage on IndiGo with 'Long'; check target

Equirus Securities has initiated coverage on budget-carrier InterGlobe Aviation (IndiGo) with a 'Long' rating, citing India's entry into a multi-decade aviation growth phase

JSW Steel Q3 review: Volumes steady, margins pressured; outlook diverges

On the bourses JSW Steel share price rallied up to 4.01 per cent to an intraday high of ₹1,216.30 per share, nearing its 52-week high of ₹1,223.75.

Brokerages stay positive on Godrej Consumer Products post Q3; here's why

In Q3, the fast-moving consumer goods (FMCG) company Godrej Consumer Products reported a marginal decline in its consolidated net profit at ₹497.91 crore as compared to ₹498.31 crore a year ago

Real estate major DLF's growth seen on track despite Q3 FY26 miss

While some brokerages have cut their earnings estimates, they have a positive outlook in the medium term

IndiGo Q3 weathers disruptions, FX hit; analysts upbeat on long-term growth

Brokerages, while trimming near-term estimates, remain broadly constructive on the airline's longer-term prospects, citing its scale advantage, balance-sheet strength and international expansion.

Brokerages cheer Radico Khaitan's Q3 show; premium push, margins shine

Margins were a key positive surprise, analysts said. Gross margin expanded sharply to 46.5 per cent, aided by stable ENA and grain prices and a richer product mix.

Mphasis Q3 in line; AI-led deal pipeline lifts FY27 growth hopes: Analysts

Nomura said the quarter was "largely in line," noting that revenue growth was marginally ahead of its estimate and that margins were close to expectations.

Apollo Hospitals bets on specialty, HealthCo growth; 'Buy' retained: MOFSL

Over the last three years, Apollo Hospitals has recruited around 180 doctors across new and existing hospitals to strengthen specialty depth and support complex case handling.

KEI Industries' Q3 earnings surprise on higher margins despite flat revenue

For the quarter, KEI reported revenue of ₹2,950 crore, broadly in line with JM Financial's estimate but around 4 per cent lower than consensus.

Tata Comm Q3: Data strength lifts margins, but analysts split on re-rating

Tata Communications reported consolidated revenue of ₹6,190 crore in Q3FY26, up 1.5 per cent quarter-on-quarter (Q-o-Q) and 6.7 per cent year-on-year (Y-o-Y), broadly in line with estimates.

Nomura initiates TMCV with 'Buy' as India truck cycle shows early revival

Nomura expects TMCV's India business to be a key beneficiary of the anticipated recovery, supported by its dominant 46 per cent market share in the domestic MHCV segment in FY25.

Emkay sees Dixon Tech selloff overdone; long-term growth drivers intact

Dixon shares have declined 24 per cent over the past one month and 63 per cent over six months, reflecting investor anxiety around multiple headwinds.

Analysts upbeat on CEAT post Q3, but see near-term margin pressure

In Q3FY26, Ceat reported a 60 per cent jump in its consolidated net profit to ₹155.77, as compared to ₹97.11 crore a year ago

Persistent Systems slips 5% on profit booking despite strong Q3 show

Persistent Systems share price today: Market participants attributed the decline largely to profit booking after a sharp rally over the past few months rather than any deterioration in fundamentals.

IndiaMART jumps 6% as Q3 collections beat estimates; brokerages bullish

Around 11:30 am, the IndiaMART InterMesh stock was trading 2.68 per cent higher at ₹2,201, even as the benchmark BSE Sensex was down 0.75 per cent at 81,565.86.

ICICI Securities retains 'Add' on United Spirits despite Q3 volume pressure

ICICI Securities on United Spirits: Despite volume pressure, USL reported steady revenue growth, aided by premiumisation.

Brokerages bullish on ITC Hotels after Q3; see strong growth ahead

In Q3, ITC Hotels reported a 9.4 per cent increase in its consolidated net profit to ₹235.13 crore, as compared to ₹214.9 crore. On a quarter-on-quarter (Q-o-Q) basis, net profit jumped 77 per cent

LTIMindtree shares slide 7% as near-term margin pressures worry investors

Analysts broadly agree that execution on large deals, margin discipline and progress on the CEO's strategic priorities will be key to driving growth beyond the current fiscal.

PNB Q3 shows asset quality gains despite margin pressure: Analysts

PNB reported a net profit of about ₹5,100 crore for the quarter, up in low double digits year-on-year (Y-o-Y), supported largely by a sharp rise in non-interest income.

Analysts bullish on L&T Finance amid strong Q3 growth, profitability gains

Emkay Global has upgraded the stock to 'Buy' from 'Reduce,' on the back of improved visibility on asset quality, profitability, and expansion opportunities.