Page 2 - Stock Analysis

Titan, Trent lead in Q1, outlook mixed for top Tata group companies

Stocks could remain under pressure in near term owing to uncertainty around succession, believe analysts

Medium-term growth outlook remains healthy for Bharat Forge stock

Brokerages expect growth to strengthen in the second half of FY27, supported by defence order execution, recovery in Class-8 truck demand and domestic CV momentum

Swan Defence zooms 620% in a year; is this stupendous rally sustainable?

Notably, Swan Defence acquired Reliance Naval and Engineering in 2023, and shares of the shipbuilding and heavy engineering firm recommenced trading on the bourses in January 2025.

Demand growth, execution likely to drive Titan's outperformance

Titan's robust June-quarter performance and growth outlook have prompted earnings upgrades, with jewellery demand, market-share gains and execution supporting prospects

Bernstein's outperform rating on Paytm sees stock jump 8% on Monday

Paytm Share: Bernstein's target price of ₹2,200 is the first brokerage target to exceed Paytm's IPO price. The target implies an upside of 52 per cent from the previous close of ₹1,441.

Hero MotoCorp sales volume may stay in fast lane despite cost pressures

But near-term margin pressurea major concern, analysts reckon

Healthy order book, new biz growth to drive gains for Samvardhana Motherson

Samvardhana Motherson shares climbed over 9% after reporting strong June quarter earnings, with brokerages raising target prices on robust growth prospects

3 reasons why HDFC Bank has not made money for investors in 2026 so far

Earlier today, Christopher Wood, global head of equity strategy at Jefferies, in his weekly note GREED & fear, revealed that he has exited HDFC Bank to make way for names like MCX and Lenksart.

Bajaj Finance's 5% crash erodes ₹33K cr from m-cap. What's behind the fall?

Sharp decline in Bajaj Finance shares also weighed on the BSE Financial Services pack, which lost 0.96 per cent in intraday deals.

Premiumisation, tariff hikes expected to sustain Airtel's earnings momentum

Strong ARPU growth, subscriber additions and a robust Africa business support Airtel's outlook, while brokerages expect premiumisation and tariff hikes to drive earnings

Solid launch pipeline cushions DLF's Q1 miss, keeps FY27 outlook intact

DLF's Q1 presales slumped due to no launches, but a ₹60,000-crore-plus project pipeline and strong cash position keep analysts positive on the stock

UPL stays on growth path despite geopolitical risks, demand uncertainty

Revenue and operating profit rose for the seventh straight quarter, but investors remain focused on management changes, volume recovery, Advanta listing and restructuring.

Maruti sales engine to keep humming through FY27 on strong demand

Capacity additions and healthy demand should fuel volume growth even as cost pressures weigh on margins

Auto segment to power Mahindra & Mahindra's gains in the near term

Brokerages remain positive on Mahindra & Mahindra as robust SUV demand, market share gains and capacity expansion offset near-term pressure on operating margins

Zepto puts IPO plan on hold: What if it had listed?

Blinkit currently leads the quick commerce market, with a market share of 52 per cent, followed by Zepto at 27 per cent and Instamart at 21 per cent.

ITC stock: Can Sanjiv Puri's FMCG dream trigger re-rating?

ITC stock: Analysts believe Sanjiv Puri's AGM commentary on the FMCG business has the potential to revive sentiment around the stock, but the real benefits will be visible over the medium to long-term

Volume growth to keep Eicher Motors ahead despite margin pressure

Capacity rampup and product launches should help sustain growth despite a higher base

Stable demand and steady margins positive for Hindustan Unilever

HUL shares recover as investors focus on stronger FY27 growth outlook, steady margins and improving demand despite commodity cost pressures

Order inflows, execution to keep growth elevated for Bharat Electronics

Despite weaker operational performance and lower order inflows in Q1, BEL remains confident of meeting FY27 guidance on sales, margins and fresh orders

IndiGo's flight path, 20 years on: Market leader faces global headwinds

Global headwinds have forced the airline to make steep cuts in capacity