Page 3 - Stock Analysis

Astra Microwave set for growth; Motilal Oswal initiates coverage with 'Buy'

The brokerage views the company as a long-term investment in defense electronics, expecting its revenue growth to accelerate between FY27 and FY30

JM Financial retains 'Buy' on Eternal as Blinkit growth moderates in Q3FY26

According to JM Financial, Blinkit's net order value (NOV) growth is likely to slow to around 13 per cent Q-o-Q in Q3FY26, compared with 25 per cent and 27 per cent growth in Q1 & Q2, respectively.

Nuvama upgrades Tata Power to 'Hold' on improved FY30 growth visibility

The brokerage's view followed an analyst meet held at Tata Power's Odisha Technology Centre, where management reiterated its long-term growth roadmap.

ARPU gains, premiumisation to support Bharti Airtel's valuations

Lower capex, customer upgradation among the major drivers for the stock

Motilal Oswal: Bajaj Auto management confident on new launches, export

Motilal Oswal projects a 6.5 per cent volume compound annual growth rate (CAGR) over FY25-27E for Bajaj Auto, driven by these initiatives

Chemical segment uptick to improve H2 growth for chemicals maker SRF

Based on global chemical firms' outlook, analysts expect SRF to continue to benefit from strong volume-led recovery in agrochem globally, resilient R32 demand & modest demand growth outlook

Elara Capital retains BUY, but lowers TP on Kaynes Tech by 30%; key details

Elara Capital believes that the recent market reaction to Kaynes Technology accounting inconsistency was disproportionate and shall have no material impact on the company's earnings.

HDFC Sec says 'Buy' again on JK Lakshmi Cement; 5 drivers behind the call

HDFC Securities estimates JK Lakshmi Cement will deliver a 10 per cent volume CAGR during FY25-FY28, with margins recovering to ₹986 per tonne in FY28E from ₹713 per tonne in FY25

Global headwinds may hit growth prospects of auto parts suppliers

Mutual funds redirect record inflows to fuel IPO boom, hitting 25-year high in new listings while selling bank and pharma stocks

Tata Steel's expansion blueprint prompts diverging views from brokerages

Tata Group's flagship steelmaker, analysts said, is entering an aggressive expansion phase at a time when steel prices remain volatile, yet its moves are expected to strengthen feedstock security

Costs and capacity cuts prompt downward revision of IndiGo's FY26 profits

Operational disruptions, higher pilot costs and softer yields hit sentiment

Motilal Oswal initiates IKS, Sagility with 'Buy'; Indegene 'Neutral'

The US remains the world's most lucrative outsourcing market, with healthcare spending touching nearly $5 trillion in CY24, accounting for 17-18 per cent of GDP.

What led ICICI Sec re-initiate coverage on India Cements? Find out here

ICICI Securities has reinitiated coverage on India Cements, a major Indian cement manufacturer, with a 'Hold' rating, citing improving operational fundamentals under UltraTech Cement

Sharekhan upgrades Divi's Labs to 'Buy' on strong FY26-28 growth visibility

The brokerage said Divis Laboratories is entering a stronger growth phase, supported by a robust H2FY26 pipeline and visibility for scale-up over the next two years.

HDFC Bank to re-rate, outperform ICICI Bank by FY28? Emkay lists 4 reasons

HDFC Bank's earnings growth is likely to converge with ICICI Bank by FY28, helping the former achieve premium valuation over the latter, Emkay Global said

Nomura slashes Kaynes Tech target on smart-meter woes; retains 'Buy'

Kaynes' stock has fallen about 30 per cent over the past month as against a 1.4 per cent rise in the Nifty, largely on worries around accounting and collections in the smart-meter business

Berger Paints may shine brighter; Geojit upgrades to 'Buy' on margin hopes

Sector's competitive landscape, Geojit said, has stabilised and that demand is likely to pick up in the coming months, supported by improved weather conditions and the release of pent-up demand

Emkay trims target on Voltamp Transformers by 12%, but retains 'Buy'

While Emkay expects high double-digit revenue growth supported by capacity expansion and a lean balance sheet, it has trimmed margin assumptions due to rising industry supply from capacity additions

Anupam Rasayan shares climb as it enters US CDMO via Jayhawk Fine deal

Anupam Rasayan climbed on the BSE after announcing the acquisition of Jayhawk Fine Chemicals for $150 million, a deal analysts say could be value-accretive over the medium term

Nuvama retains 'Buy' on Neuland Labs, sees CMS, peptide-driven growth

Nuvama forecasts Neuland's revenue and profit after tax (PAT) to grow at a compound annual growth rate (CAGR) of 24 per cent and 49 per cent, respectively, over FY25-28E