Page 23 - Stock Analysis

JSW Group spreads wings across energy, cement, ports, paints and EVs

The journey from 1.6 mt of steel capacity in 2002 to 35.7 mt (including 1.5 mt in the US) has been driven by a mix of acquisitions and organic growth

Polycab India flips a switch, powers ahead of Havells in decade-long race

Becomes leader in consumer electrical goods space, riding C&W growth and margin gains

Amazon expands QCom to Mumbai: Is it a threat to Eternal, Swiggy?

Amazon has reported strong traction for 'Now', with 25 per cent M-o-M order growth in Bengaluru and Delhi, and a surge in Prime member shopping frequency, according to JM Financial

Analysts see 23% upside in Pidilite Industries; retain 'Buy'; do you own?

Pidilite Industries share price has gained 13.1 per cent in the last six months. In comparison, BSE Sensex has gained a little over 10 per cent during the same period.

Why did Motilal Oswal start coverage on Bajaj Housing Finance? Check here

On the bourses, Bajaj Housing Finance shares rose as much as 0.75 per cent to an intraday high of ₹112.95 per share.

Indegene rises 3% as ICICI Securities initiates with 'Add'; 14% upside eyed

Indegene stock rose around 3.5 per cent to hit an intraday high of ₹568.2 on the NSE as ICICI Securities has initiated coverage with 'Add' rating

Can universal banking license boost Ujjivan SFB's fortunes? Analysts weigh

Ujjivan SFB share price surged today after FY30 roadmap revealed a shift to secured lending, and a possible universal banking license. Analysts see up to 36 per cent upside in stock

Infosys buyback history, stock reaction today, implications for investors

Infosys shares rose after it said that its board will consider a share buyback proposal at its meeting on September 11, 2025.

Morgan Stanley bullish on JSW Steel with 'Overweight' call, sees 18% upside

JSW Steel is well-positioned to benefit due to its significant domestic presence and focus on flat steel products, supported by expanding margins from higher HRC prices

CEAT upgraded to 'Buy': Analysts see Camso deal as long-term game-changer

Analysts see the deal as transformative for CEAT's positioning in the high-margin off-highway tyre (OHT) space, upgrading the stock to a 'Buy'.

Wind energy stock down 34% in 1 yr, but Nuvama says 'Buy' again; here's why

Inox Wind's wind turbine generator (WTG) business stands to benefit from the MNRE's Approved List of Models and Manufacturers (ALMM) notification, effective July 31, 2025.

United Breweries expands production, stock down 20% from peak; time to buy?

United Breweries has commenced production of its flagship brand Kingfisher at the recently leased Ilios Brewery in East Godavari, Andhra Pradesh

Pharma stock up 37% in 6 mths; Nuvama initiates with 'Buy', eyes 29% gains

According to Nuvama analysts Shrikant Akolkar, Aashita Jain and Gaurav Lakhotia, the company is positioned for robust growth over the medium-term, driven by capacity expansion and product additions.

Expansion lays bricks for Phoenix upgrade: Revamps, launches boost outlook

Motilal Oswal upgraded Phoenix Mills to a 'buy' rating and raised its target price to ₹2,044 from ₹1,673 earlier, implying a potential upside of 35 per cent

Zydus Wellness gains 4%, hits new 52-week high as Anand Rathi lifts target

At 12:20 PM, Zydus Wellness share price was trading 3.02 per cent higher at ₹2,321.85 per share. In comparison, BSE Sensex was trading 0.16 per cent higher at 80,282.55 levels.

MOFSL reiterates 'Buy' on ICICI Bank; what's driving its bullish outlook?

ICICI Bank has sustained healthy loan growth of ~15 per cent CAGR over FY23-25, outpacing system growth, driven primarily by retail and business banking.

Kraft Heinz to split into two, unwinding merger that never paid off

Wall Street had anticipated the breakup after the company said in May it would look for opportunities to boost shareholder value

MOFSL sees upto 46% upside in this renewable energy stock; reiterates 'Buy'

Suzlon Energy is also preparing to enter overseas markets, with exports to the Middle East and Europe expected to begin by FY27.

Jio IPO, New Energy, AI focus: Brokerages decode RIL AGM and stock strategy

Reliance Industries got its 'Buy' call retained from most analysts, with a target price going as high as 27 per cent.

HDFC Bank emerges as top choice for global EM funds with record ownership

Copley Fund Research finds HDFC Bank held by 71% of EM funds, making it the most critical emerging-market bank globally, with allocations surging post-HDFC merger