Page 4 - Stock Analysis

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

Emirates NBD infusion to lift RBL Bank's growth prospects: Motilal Oswal

RBL Bank's C/I ratio remains elevated at 70.7 per cent due to investments in retail, digital and risk infrastructure, and lower treasury income in Q2FY26.

Nuvama starts with 'Buy' on Yatharth Hospitals amid strong growth outlook

Despite healthy performance, Yatharth still operates below industry benchmarks in terms of ARPOB and occupancy, offering major upside potential.

Synergy gains from stake purchase positive for pharma major Biocon

Brokerages say Biocon's move to fully acquire Biocon Biologics simplifies structure and unlocks value, but near-term stock pressure likely due to dilution and fundraising

Axis Securities picks Welspun Corp as its high conviction stock; here's why

Welspun Corp's consolidated order book has climbed to an all-time high of about ₹23,500 crore as of October 2025, providing clear revenue visibility for the next two years in the US

B&K backs Hindustan Zinc on low-cost operations, silver-driven earnings

The firm has set a target price of ₹610 for HZL, valuing the zinc and lead businesses at 9x EV/Ebitda and the silver segment at 15x EV/Ebitda on FY28E estimates

IndiGo flight cancellations: Emkay sees 17% hit on FY26 pre-tax profit

On Tuesday, DGCA directed IndiGo to reduce winter schedule by 5 per cent across sectors, especially on high-frequency flights. Meanwhile, IndiGo share price is down 18 per cent in December 2025

Marico aims to double revenue, targets mid-teens earnings growth: Emkay

As outlined in Marico's FY25 annual report, the company is targeting low-to-mid-teens CAGR in revenue over the next five years, led by a blend of organic and inorganic growth

Ambit starts coverage on Tata Motors CV with 19% upside target; here's why

Ambit expects TMCV's revenue and Ebitda to grow at a CAGR of 6 per cent and 7 per cent over FY25-28, respectively, on the back of high-margin and non-core revenues

JSW Infra's rail deal is EPS accretive, accelerate logistics vision: Nuvama

The transaction gives JSW Infra an immediate foothold in India's rail logistics ecosystem and materially strengthens its plan to evolve into a multi-modal logistics platform

Defence, aerospace to drive Bharat Forge; CV outlook unclear: Motilal Oswal

At the core of the bullish narrative is BHFC's swelling defence order book, now at nearly ₹114,000 crore and executable over the next three to four years.

Analysts see up to 54% upside in Coforge; Nomura calls it top midcap IT bet

Nomura, which termed Coforge its "top pick in the mid-cap India IT services sector," said the company is banking on a solution-led sales strategy to maintain its growth trajectory.

Nuvama upgrades Suzlon to 'Buy' as wind outlook improves, capacity ramps up

Suzlon Energy stock: The brokerage has trimmed its target price to ₹60 from ₹66, reflecting a lower valuation multiple due to a temporary slowdown in central tendering activity.

ICICI Sec hikes BHEL target on improving fundamentals, strong order book

Order inflows have seen a sharp turnaround. From an average of about ₹21,000 crore between FY19 and FY23, BHEL's order inflow jumped to ₹80,000 crore in FY24

Nuvama lifts Sona BLW's target price on strong railway, EV motor growth

Nuvama expects Sona BLW's revenue and Ebitda to expand at a CAGR of 20 per cent and 17 per cent, respectively, over FY25-28E

Order payload propels LTIMindtree into orbit as deal wins stay strong

$1.59 billion in contracts fires revenue boosters; margin gains provide sustained lift

IndiGo flight cancellation: Use fall to buy for the long term, say analysts

IndiGo share price has corrected sharply amid mass flight cancellations. Analysts say the dip may offer a long-term entry opportunity despite near-term volatility

Why did YES Securities raise target on Samvardhana Motherson with 'Buy'?

The brokerage attributes Samvardhana's recent stock outperformance to a resilient H1FY26, marked by stable booked business and limited impact from US tariffs, with pass-through discussions underway