Page 14 - Stock Analysis
Tech Mahindra's Q2 beats estimates, but FY27 growth hinges on big deals
Despite the solid quarterly performance, some brokerages have trimmed their revenue and earnings estimates for the coming quarters, citing a moderation in growth
 "Tech Mahindra's Q2 beats estimates, but FY27 growth hinges on big deals")
Curious about brokerages' take on Cyient DLM's Q2 results? Find out here
On the bourses around 11:30 AM, Cyient DLM share price was trading 0.75 per cent higher at ₹1,161.45. In comparison, BSE Sensex was trading 0.62 per cent higher at 82,535 levels.
 "Curious about brokerages' take on Cyient DLM's Q2 results? Find out here")
ICICI Lombard Q2: Mixed growth, motor weak; health & fire support Buy call
ICICI Lombard's combined ratio rose to 105.1 per cent, up 68 basis points Y-o-Y, though excluding catastrophe (CAT) losses, it stood at 103.8 per cent, according to Nuvama.
 "ICICI Lombard Q2: Mixed growth, motor weak; health & fire support Buy call")
Margin pressures may ease for FMCG major Godrej Consumer Products in H2
Analysts see short-term pain from GST disruption but expect recovery in H2FY26 as palm oil costs ease, home care stays strong, and new categories drive growth
 "Margin pressures may ease for FMCG major Godrej Consumer Products in H2")
Nomura splits Tata Motors' post-demerger targets between PV and CV biz
Tata Motors' shares were in focus on its record date for demerge (October 14, 2025). Meanwhile, reports suggested that a special session was underway to discuss CV price discovery
 "Nomura splits Tata Motors' post-demerger targets between PV and CV biz")
Just Dial rings in a tepid September quarter; analysts keep a wary eye
On the bourses, Just Dial shares plunged up to 4.51 per cent to hit an intraday low of ₹820.85 per share on Q2 results.
 "Just Dial rings in a tepid September quarter; analysts keep a wary eye")
Motilal Oswal sees 58% upside in LG Electronics India; check 5 key reasons
LG Electronics India is set to debut on the bourses today, with the grey market premium (GMP) indicating a listing price of around ₹1,570, translating to a 37.7 per cent gain over the issue price.
 "Motilal Oswal sees 58% upside in LG Electronics India; check 5 key reasons")
Is Adani Ports the next big winner? Investec decodes; check target price
Investec has initiated coverage on Adani Ports with a 'Buy' rating, saying the company's integrated network offers a competitive edge, evident from the sharp volume/margin gains at acquired assets
 "Is Adani Ports the next big winner? Investec decodes; check target price")
BSE to sustain mkt share gains, says Motilal Oswal, amid regulatory clouds
Elevated regulatory risks have led Motilal Oswal to maintain a 'Neutral' rating on BSE with a one-year target price of ₹2,250
 "BSE to sustain mkt share gains, says Motilal Oswal, amid regulatory clouds")
JM Financial cuts Suzlon Energy target on execution hurdles; retains 'Buy'
Persistent challenges around transmission connectivity, land acquisition, and right-of-way (RoW) are likely to cap India's wind additions at 7-8 GW annually from FY27
 "JM Financial cuts Suzlon Energy target on execution hurdles; retains 'Buy'")
"Unexciting" consumption growth keeps Nomura bearish on Phoenix Mills
The brokerage gave a target of ₹1,350 per share, implying 15.3 per cent downside from Friday's close at ₹1,595.1 per share. The brokerage also sees the stock as "expensive" given current valuations
 "\"Unexciting\" consumption growth keeps Nomura bearish on Phoenix Mills")
DMart Q2 show: Analysts flag margin strain despite steady revenue growth
For the quarter ended September 30, 2025, DMart's standalone revenue rose 15.4 per cent year-on-year (Y-o-Y) to ₹16,219 crore.
 "DMart Q2 show: Analysts flag margin strain despite steady revenue growth")
Signed, sealed, delivered: Delhivery's Q2 payoff on e-commerce boom
Record orders and rising profitability show the network is hitting full stride
 "Signed, sealed, delivered: Delhivery's Q2 payoff on e-commerce boom")
Street cautious on TCS near-term outlook despite solid Q2 and AI ambitions
Shares dip after Q2 profit misses estimates; brokerages cite solid AI plans and margin gains but flag weak near-term growth visibility
 "Street cautious on TCS near-term outlook despite solid Q2 and AI ambitions")
Systematix sees Inox India as top pick in industrial gases; 39% upside eyed
Systematix values the Inox India stock at 48x FY27E EPS of ₹34.09 per share and arrives at a target price of ₹1,636
 "Systematix sees Inox India as top pick in industrial gases; 39% upside eyed")
TCS shares drop as Q2 profit misses street estimates; should you sell?
Analysts said TCS delivered a strong performance in Q2 despite prevailing challenges, with the India business continuing to show robust growth
 "TCS shares drop as Q2 profit misses street estimates; should you sell?")
Tata Elxsi Q2 show: Media gains offset by margin stress; 'Sell' calls stay
On the bourses, Tata Elxsi share price dropped as much as 2.99 per cent to an intraday low of ₹5,406.45 per share
 "Tata Elxsi Q2 show: Media gains offset by margin stress; 'Sell' calls stay")
Prestige Estates' strong H1 puts it on course to top FY26 guidance
Realty major Prestige Estates' record H1 sales and strong Q2 demand boost investor confidence as brokerages expect it to exceed its FY26 sales guidance
 "Prestige Estates' strong H1 puts it on course to top FY26 guidance")
Antique sees up to 34% upside in Precision Wires India; initiates with Buy
On the bourses, Precision Wires India share price rose as much as 2.77 per cent to an intraday high of ₹215 per share.
 "Antique sees up to 34% upside in Precision Wires India; initiates with Buy")
SpiceJet takes off on D-St on new routes, expansion plan; should you board?
SpcieJet share price today: The airline's stock soared 18% on the BSE today amid 'Winter' route expansion, and A340 induction
 "SpiceJet takes off on D-St on new routes, expansion plan; should you board?")