Page 15 - Stock Analysis

Why did Systematix initiate coverage on Radico Khaitan? 16% upside seen

Radico Khaitan is entering a phase of strong operating leverage, with margin expansion, healthy cash flows, and a visible path to debt reduction by FY27

Titan strikes gold this festival season with strong jewellery sales growth

P N Gadgil Jewellers too put up a strong show, with its retail segment growing 29 per cent in Q2 FY26. This was driven by healthy store-level performance and festive season sales

Margin pressures may cap gains for Jubilant FoodWorks despite strong growth

Brokerages cut FY26-28 earnings estimates as valuations stay high and profitability dips

Is Kalyan Jewellers set for a comeback? ICICI Sec says Buy, 38% upside eyed

Analysts at ICICI Securities believe Kalyan is well-positioned to outperform peers, backed by aggressive store expansion through its asset-light FOCO model

Hero MotoCorp rides the festival season tide, with GST winds at its back

Hero MotoCorp outpaces peers with 28% stock gains driven by strong festive demand, GST-led affordability boost, and rising scooter and export sales

Top 3 reasons why Emkay is upbeat on Vishal Mega Mart; initiates with 'Buy'

Vishal Mega Mart's growth is less capital-intensive, with a sizable portion coming from SSG, Emkay analysts noted.

Marico eyes 30% Q2 revenue surge on price hikes; margin pressure temporary

Marico's India volumes are projected to grow 7 per cent Y-o-Y, while domestic pricing gains are estimated at 26 per cent.

Valuations weigh on chemicals maker SRF outlook, gains factored in

Regulatory changes may do little to help

Metro Brands' growth promises hit by stretched valuations, say analysts

HDFC Securities, in a note dated September 30, maintained its 'Sell' recommendation, due to expensive valuations at 55x estimated September 2027 P/E.

Amara Raja: Analysts keep Buy on strong LAB, margin gains and lithium push

For FY26, Amara Raja has planned ₹1,200 crore in capex, split into ₹800 crore for lithium and ₹400 crore for LAB.

GSK Pharma gains depend on new launches, traction in base business

The Q1 was impacted by sluggish show of the base business and supply disruption, resulting in brokerages cutting their earnings estimates

Tata Motors stock may face near-term volatility post demerger: Analysts

Analysts expect Tata Motors' stock to face near-term volatility after the PV-CV demerger, with JLR's production resumption and festive demand outlook key monitorables

Nuvama increases Bajaj Consumer target to ₹307 on GST boost, growth revival

Nuvama maintained a 'Buy' rating, underpinned by expectations of a revival in consumption and strategic focus on core categories.

Near-term concerns likely to weigh on growth trajectory of PI Industries

PI Industries stock has fallen 18 per cent since August on weak Q1 results, muted export outlook and biologics curbs, though brokerages remain positive on long-term growth

Hindustan Zinc, Vedanta up 3% each; Emkay attributes surge to silver prices

The brokerage believes Hindustan Zinc/Vedanta's exposure to silver is underpriced, as the consensus expectations trail the strong move in silver in recent months

IndiGo: Analysts advise 'Hold' despite rich valuations, sector headwinds

Nuvama flagged 'high valuations' and 'near-term industry weakness' as key reasons for caution, even as structural positives remain intact.

BCCI deal to make Apollo Tyres one of the biggest auto ad spenders

Additional spending on brand promotion after becoming the lead sponsor for the Indian cricket team could weigh on margins and profits in short run

Brokerages mixed on Tata Motors post analyst meet; key takeaways here

Emkay believes the potential acquisition of Iveco could significantly scale up Tata Motors' commercial vehicle (CV) business, with South America (SA) revenues potentially expanding to ₹2 trillion

Competitive pressures may cap upsides for Container Corporation of India

Pricing challenges, muted domestic growth offset gains in exim volumes

Why did JM Financial upgrade PB Fintech to 'Reduce' from 'Sell'? Check TP

With GST on individual life and health policies (and reinsurance) reduced to zero, the focus has shifted to input tax credit (ITC)