Page 5 - Stock Analysis

Cello set for recovery as Falna plant ramps up, Motilal Oswal retains 'Buy'

On the bourses around 9:25 AM, Cello share was trading 1.21 per cent lower at ₹608.15 per share. In comparison, BSE Sensex was trading 0.65 per cent higher at 84,976.33 levels.

Nuvama retains 'Buy' on Sunteck Realty, trims target to ₹531 on MMR caution

Nuvama remains cautious about the near-term demand environment amid signs of moderation in the Mumbai Metropolitan Region (MMR) housing market.

Core areas light up Havells India as consumer durables dim the spark

Analysts see margins reviving as demand powers up in festival quarter

Persistent's premium valuations hinge on sustaining growth momentum

Firm continues to outperform mid-, large-tier listed IT majors

Strong volumes, uptick in margins to drive gains for Dixon Technologies

Mobile and EMS segments fuel Dixon's growth; brokerages expect further gains from backward integration and component manufacturing expansion

JSW Steel Q2: Strong volumes boost profit, analysts stay cautious

On the bourses at 9:20 AM, JSW Steel share price was trading 0.28 per cent lower at ₹1,159.50 per share. By comparison, BSE Sensex was trading 0.8 per cent higher at 84,620.90 levels.

Retail restocks Reliance Industries' growth shelf, boosting performance

Broad-based consumer demand reloads growth prospects and puts the stock back in analysts' baskets

Demand recovery to drive gains for packaged food major Nestle India

Nestle India posts strong volume-led revenue growth in Q2FY26; margins under pressure from elevated raw material costs, but easing prices may help ahead

L&T Finance Q2 beat estimates, analysts upbeat on growth, credit efficiency

Analysts pointed to a combination of technological interventions, a diversified retail portfolio, and prudent risk management as key drivers of the quarter's performance.

LTIMindtree Q2 revenue, margins beat estimates; Analysts turn bullish

On the bourses, LTIMindtree share rose as much as 2.32 per cent to hit an intraday high of 5750.60 per share.

Axis Bank stock: Valuations attractive despite one-time Q2 hit, say experts

Axis Bank share price today surged 4.2 per cent in the intraday trade on the BSE. Most analysts have maintained their ratings on the stock post its Q2FY26 results, released on 15 October, 2025

HDFC Life Q2 in line; Analysts see margin pressure but maintain 'Buy' calls

On the bourses, HDFC Life share price tumbled up to 4.61 per cent to hit an intraday low of ₹726.15 per share.

Motilal Oswal, Nuvama raise target on HDFC AMC post Q2; all details here

HDFC AMC, in Q2, reported a net profit of ₹718.2 crore, up 24 per cent year-on-year (Y-o-Y) from ₹577.2 crore a year ago

Tech Mahindra's Q2 beats estimates, but FY27 growth hinges on big deals

Despite the solid quarterly performance, some brokerages have trimmed their revenue and earnings estimates for the coming quarters, citing a moderation in growth

Curious about brokerages' take on Cyient DLM's Q2 results? Find out here

On the bourses around 11:30 AM, Cyient DLM share price was trading 0.75 per cent higher at ₹1,161.45. In comparison, BSE Sensex was trading 0.62 per cent higher at 82,535 levels.

ICICI Lombard Q2: Mixed growth, motor weak; health & fire support Buy call

ICICI Lombard's combined ratio rose to 105.1 per cent, up 68 basis points Y-o-Y, though excluding catastrophe (CAT) losses, it stood at 103.8 per cent, according to Nuvama.

Margin pressures may ease for FMCG major Godrej Consumer Products in H2

Analysts see short-term pain from GST disruption but expect recovery in H2FY26 as palm oil costs ease, home care stays strong, and new categories drive growth

Nomura splits Tata Motors' post-demerger targets between PV and CV biz

Tata Motors' shares were in focus on its record date for demerge (October 14, 2025). Meanwhile, reports suggested that a special session was underway to discuss CV price discovery

Just Dial rings in a tepid September quarter; analysts keep a wary eye

On the bourses, Just Dial shares plunged up to 4.51 per cent to hit an intraday low of ₹820.85 per share on Q2 results.

Motilal Oswal sees 58% upside in LG Electronics India; check 5 key reasons

LG Electronics India is set to debut on the bourses today, with the grey market premium (GMP) indicating a listing price of around ₹1,570, translating to a 37.7 per cent gain over the issue price.