Page 15 - Stock Analysis

Diversified portfolio, higher margins to drive gains for Ashok Leyland

A smarter load mix and tightened cost base give it a cleaner, more controlled run than its biggest rival

Multiple growth triggers strengthen outlook for Samvardhana Motherson

Samvardhana Motherson delivered stronger-than-expected operating performance in Q2, prompting brokerages to raise estimates as higher content per vehicle

Nuvama turns cautious on Tata Motors CV biz despite inline Q2 profitability

In Q2, Tata Motors' standalone revenue rose 9% Y-o-Y to ₹16,860 crore, coming in 3% below Nuvama's forecast due to an unfavourable mix that weighed on average selling prices.

IT recovery key for Info Edge as Q2 growth lags on weak hiring trends

Recruitment gains in non-tech, real estate, matrimony cushion impact of weak tech hiring

Analysts turn bullish on Asian Paints as demand, margins show fresh colour

ICICI Securities, which had upgraded the Asian Paints stock in June 2025, said several tailwinds are now in place.

Fundraise, AGR clarity key for Vodafone Idea's next phase of recovery

Brokerages have mixed views on telco's operational performance

ONGC Q2 show misses estimates on higher costs; brokerages remain cautious

At 12:35 PM, ONGC shares were trading 1.66 per cent higher at ₹253.60 per share. By comparison, BSE Sensex was trading 0.82 per cent higher at 84,559.73 levels.

Bharat Forge Q2: Analysts see export weakness bottoming, defence upside

While brokerages said the CV cycle appears to be nearing its bottom, they expect growth momentum to pick up from Q4FY26), driven by defence and aerospace segments.

Expensive valuations may limit upside for Divi's Laboratories stock

Despite strong custom synthesis growth and better-than-expected quarterly results, analysts caution that high valuations could restrict near-term gains for Divi's Laboratories

Petronet Q2: Analysts upbeat on long-term outlook despite FX loss, UoP hit

On the bourses around 10:15 AM, Petronet LNG shares were struggling as the scrip was trading 1.31% lower at ₹273.95. In comparison, BSE Sensex was trading 0.29% lower at 83,289.99 levels.

High-growth segments, acquisition to drive gains for Torrent Pharma

Led by the India business and rest-of-the-world markets, the company reported a robust 14.3 per cent year-on-year (Y-o-Y) growth in revenues

Growth momentum, lower leverage to drive gains for agrochemical company UPL

Brokerages bullish on stock amid easing leverage situation

Zydus Life Q2: Solid beat on bottom line, analysts mixed on growth outlook

Zydus Life Q2 results review: Foreign brokerage Nomura said Zydus Life delivered results above estimates, led by a stronger-than-expected performance in India.

Innovative portfolio likely to maintain growth momentum for Sun Pharma

Specialty portfolio powers Q2; Ilumya, Leqselvi, Unloxcyt to anchor next phase

Looking to buy Paytm stock? Brokerages predict up to 30% upside in 1 year

According to analysts, Paytm is focussing in propelling its profitability flywheel by adopting a structural cost discipline, and adopting a margin-accretive mix. Read Paytm stock analysis

Motilal Oswal gives 'Buy' to Waaree Energies, calls it a sector bellwether

With operational cell/module capacity of 5.4 GW/16.1 GW in India, WEL, analysts believe, towers domestic competitors and enjoys a formidable India capacity market share of 21.6 per cent/13.3 per cent

New launches, premiumisation to drive M&M's continued outperformance

On track for continued outperformance in FY26 with strategic launches, premiumisation

Tata Consumer's Q2 growth led by India business, margins to improve

Tata Consumer Products reported strong revenue growth led by its India business. Analysts expect margins to improve in H2FY26 as tea prices moderate and premium segments expand.

Tata Consumer back in high-growth lane; analysts raise targets on strong Q2

Tata Consumer Outook: Analysts believe the consumer goods major is reclaiming its high-growth momentum under CEO Sunil D'Souza, backed by strong execution, premiumisation, and sustained innovation.

DLF needs aggressive new launches for strong performance in FY26

For Q2, the company recorded sales of ₹4,330 crore, which was six times higher than the year-ago period