Page 13 - Stock Analysis
Brokerages see near-term upside in Dr Reddy's on Semaglutide, ex-US growth
Dr Reddy's Laboratories reported a consolidated Q2FY26 net profit of ₹1,437.2 crore, up 14 per cent Y-o-Y from ₹1,255.3 crore, with sequential growth largely flat.
 "Brokerages see near-term upside in Dr Reddy's on Semaglutide, ex-US growth")
Bharti Airtel finds its frequency: High Arpu, low capital expenditure
Margins ring loud as controlled spending and per-user revenue amplify financial signals for investors
 "Bharti Airtel finds its frequency: High Arpu, low capital expenditure")
Double whammy hits Colgate: GST cuts, competition weigh on Q2 sales
Analysts largely agree that the toothpaste major's volumes and revenue were hit by a 'double whammy' of GST rate cuts and intensifying competition, with limited signs of a near-term recovery.
 "Double whammy hits Colgate: GST cuts, competition weigh on Q2 sales")
Is Carysil your next growth stock? Anand Rathi says 'Buy', 28% upside eyed
Carysil is expanding beyond quartz and stainless steel sinks into built-in kitchen appliances and engineered surfaces
 "Is Carysil your next growth stock? Anand Rathi says 'Buy', 28% upside eyed")
Nuvama retains 'Hold' on Cipla, raises target after Eli Lilly diabetes deal
Cipla- Eli Lilly deal: Tirzepatide is a prescription drug used for managing type 2 diabetes and aiding weight loss in adults who are obese or overweight.
 "Nuvama retains 'Hold' on Cipla, raises target after Eli Lilly diabetes deal")
New launch pipeline, rental portfolio to boost Oberoi Realty's FY26 growth
The company reported pre-sales of Rs 1,299 crore for the September quarter, which was down 10 per cent year-on-year (Y-o-Y) due to a higher base last year
 "New launch pipeline, rental portfolio to boost Oberoi Realty's FY26 growth")
Why did YES Securities downgrade Dalmia Bharat to 'Sell'? Check target
Dalmia Bharat reported net profit of ₹239 crore in the September 2025 quarter (Q2FY25), up nearly fivefold from ₹49 crore in the year-ago period
 "Why did YES Securities downgrade Dalmia Bharat to 'Sell'? Check target")
Cello set for recovery as Falna plant ramps up, Motilal Oswal retains 'Buy'
On the bourses around 9:25 AM, Cello share was trading 1.21 per cent lower at ₹608.15 per share. In comparison, BSE Sensex was trading 0.65 per cent higher at 84,976.33 levels.
 "Cello set for recovery as Falna plant ramps up, Motilal Oswal retains 'Buy'")
Nuvama retains 'Buy' on Sunteck Realty, trims target to ₹531 on MMR caution
Nuvama remains cautious about the near-term demand environment amid signs of moderation in the Mumbai Metropolitan Region (MMR) housing market.
 "Nuvama retains 'Buy' on Sunteck Realty, trims target to ₹531 on MMR caution")
Core areas light up Havells India as consumer durables dim the spark
Analysts see margins reviving as demand powers up in festival quarter
 "Core areas light up Havells India as consumer durables dim the spark")
Persistent's premium valuations hinge on sustaining growth momentum
Firm continues to outperform mid-, large-tier listed IT majors
 "Persistent's premium valuations hinge on sustaining growth momentum")
Strong volumes, uptick in margins to drive gains for Dixon Technologies
Mobile and EMS segments fuel Dixon's growth; brokerages expect further gains from backward integration and component manufacturing expansion
 "Strong volumes, uptick in margins to drive gains for Dixon Technologies")
JSW Steel Q2: Strong volumes boost profit, analysts stay cautious
On the bourses at 9:20 AM, JSW Steel share price was trading 0.28 per cent lower at ₹1,159.50 per share. By comparison, BSE Sensex was trading 0.8 per cent higher at 84,620.90 levels.
 "JSW Steel Q2: Strong volumes boost profit, analysts stay cautious")
Retail restocks Reliance Industries' growth shelf, boosting performance
Broad-based consumer demand reloads growth prospects and puts the stock back in analysts' baskets
 "Retail restocks Reliance Industries' growth shelf, boosting performance")
Demand recovery to drive gains for packaged food major Nestle India
Nestle India posts strong volume-led revenue growth in Q2FY26; margins under pressure from elevated raw material costs, but easing prices may help ahead
 "Demand recovery to drive gains for packaged food major Nestle India")
L&T Finance Q2 beat estimates, analysts upbeat on growth, credit efficiency
Analysts pointed to a combination of technological interventions, a diversified retail portfolio, and prudent risk management as key drivers of the quarter's performance.
 "L&T Finance Q2 beat estimates, analysts upbeat on growth, credit efficiency")
LTIMindtree Q2 revenue, margins beat estimates; Analysts turn bullish
On the bourses, LTIMindtree share rose as much as 2.32 per cent to hit an intraday high of 5750.60 per share.
 "LTIMindtree Q2 revenue, margins beat estimates; Analysts turn bullish")
Axis Bank stock: Valuations attractive despite one-time Q2 hit, say experts
Axis Bank share price today surged 4.2 per cent in the intraday trade on the BSE. Most analysts have maintained their ratings on the stock post its Q2FY26 results, released on 15 October, 2025
 "Axis Bank stock: Valuations attractive despite one-time Q2 hit, say experts")
HDFC Life Q2 in line; Analysts see margin pressure but maintain 'Buy' calls
On the bourses, HDFC Life share price tumbled up to 4.61 per cent to hit an intraday low of ₹726.15 per share.
 "HDFC Life Q2 in line; Analysts see margin pressure but maintain 'Buy' calls")
Motilal Oswal, Nuvama raise target on HDFC AMC post Q2; all details here
HDFC AMC, in Q2, reported a net profit of ₹718.2 crore, up 24 per cent year-on-year (Y-o-Y) from ₹577.2 crore a year ago
 "Motilal Oswal, Nuvama raise target on HDFC AMC post Q2; all details here")