In their assessment, Nomura analysts said the Sierra's modern, feature-rich positioning and aggressive pricing strategy could meaningfully lift Tata Motors' volume trajectory in FY26-28.
IIFL Capital expects TCL's ~15 per cent valuation discount to CIFC to narrow as the company delivers sector-leading earnings momentum.
Despite its aggressive expansion pipeline, analysts point out that APSEZ has strengthened its balance sheet meaningfully.
According to JM Financial Institutional Securities, in a worst-case scenario, the amount payable by Eternal and Swiggy towards the fund would work out to around ₹2.1-2.5 per order
Renovations easing and wedding-heavy months ahead may help close the gap left by a soft start
Stock is trading at 52 times its FY27 earnings estimates
EVs remain central to the company's long-term roadmap, with M&M aiming for 20-30 per cent EV contribution by FY30, compared to 8 per cent currently.
Nuvama remains upbeat on APL Apollo Tubes after its recent interaction with the company's top management, reiterating a 'Buy' rating with a target price of ₹2,093, valued at 36x Q2FY28E EPS
At the middle of this optimism is RIL's first battery Giga factory in Jamnagar, slated to start operations in early calendar year 2026 (CY26) with a production capacity of 40GWh per year.
Despite demand challenges and export headwinds, analysts say Bharat Forge's diversified revenue base, strong defence order pipeline
SBI Securities expects Pricol's revenue, Ebitda, and PAT to grow at 31 per cent, 33 per cent, and 36 per cent CAGR, respectively, over FY25-27
UBS believes Axis Bank has moved past the most challenging phase of its operating cycle and is now positioned for a gradual re-rating.
Max Healthcare posted healthy Q2 performance on strong patient volumes and ARPOB, with brownfield expansion
The stock jumped nearly 5 percent as solid festive demand, stronger rural recovery and a sharp rise in exports lifted the company's outlook for FY26
The brokerage, which earlier had a 'Reduce' rating on VIP Industries, said the near-term outlook has turned 'hazy,' warranting caution until the new leadership outlines a credible turnaround plan.
Strong top-line growth, resilient volumes, and sustained execution strength kept analysts confident about the company's medium-term outlook, with most brokerages maintaining a 'Buy' or 'Add' rating.
A smarter load mix and tightened cost base give it a cleaner, more controlled run than its biggest rival
Samvardhana Motherson delivered stronger-than-expected operating performance in Q2, prompting brokerages to raise estimates as higher content per vehicle
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.
Recruitment gains in non-tech, real estate, matrimony cushion impact of weak tech hiring