Page 6 - Stock Analysis

Bharat Forge to ride on commercial vehicle business, defence deals

The stock advanced 7% over the past month, outperforming the Nifty 50

Multiple growth drivers could keep Polycab rally going despite valuations

At current price, company is trading at a steep 47 times its FY27 earnings

TMPV shares rise day after 8% rout; analysts divided post JLR investor day

Notably, JLR, a part of Tata Motors, said that it is targeting medium-term double-digit revenue growth and increase focus on the North America market.

Jio IPO details, data centre strategy: Expectations from RIL's 49th AGM

RIL's annual report, according to CLSA, highlights the company's ambition to leverage AI offerings, plans to expand data centre capacity, along with progress in new energy.

Coforge's $5 bn growth sprint hinges on Encora acquisition, big deals

Coforge aims to double revenue to $5 billion by FY30, banking on Encora integration, large deals and AI-led growth to sustain momentum

HCL Tech's gains from Sarvam AI bet hinge on execution and scale-up

Brokerages see strategic benefits from HCL Tech's investment in Sarvam, though long-term returns will depend on the AI firm's ability to scale and execute effectively

Systematix backs Nestle India's rural expansion; recommends 'Hold'

Systematix has maintained a 'Hold' rating on Nestle India, valuing the stock at FY28E P/E of 65x for a target price of ₹1,460.

UBS sees MOFSL entering structural growth phase; starts coverage with 'Buy'

Improving revenue mix, along with higher capital efficiency, UBS believes, could support a structural re-rating of the stock towards premium asset management and wealth management multiples

India business, margins remain key growth drivers for Torrent Pharma

The stock delivered higher returns than the benchmark Nifty Pharma over the past year

Outlook on PI Industries cautious even as Japan partner raises estimates

Kumiai Chemical's earnings revision highlights strong demand for pyroxasulfone, but concerns over generic competition and weak earnings growth keep analysts cautious on PI Industries

Meta deal, 49th AGM, stock at 52-week low: Why are analysts bullish on RIL?

Foray into green energy, data centres and reducing dependence on the oil & gas business augur well for Reliance Industries, says G Chokkalingam founder of Equinomics Research.

Analysts stay bullish on IndiGo stock as the FY30 vision takes shape

IndiGo, in its recently held analyst meet, reiterated its ambition to raise international capacity share to around 40 per cent by FY30 from the current 30 per cent, according to a note by Elara.

Stylam Industries shares jump 5%; HDFC Securities upgrades to 'Buy'

HDFC Securities has upgraded Stylam Industries to 'Buy' from 'Add' with a revised target price of ₹3,775 per share, based on 30x March 2028

CLSA bullish on Bharti Airtel as Airtel Money IPO nears; sees 27% upside

At $10 billion valuation, the listing could would put Airtel Money among the largest IPOs on a European exchange in recent years. London is the most likely location for the listing of Airtel Money.

Bata's earnings outlook remains uncertain despite Q4 sales improvement

Brokerages cut Bata India earnings estimates as weak margins and slow volume growth overshadow improving demand and revenue momentum

Rajesh Exports: Analysts flag confidence crisis for LIC, FPIs, retail investors

Life Insurance Corporation of India (LIC) and foreign portfolio investors (FPIs) collectively hold a 25 per cent stake in Rajesh Exports, data shows.

Adani Total Gas rallies 40% amid West Asia crisis; what's fueling gains?

Analysts attributed the sharp outperformance in Adani Total Gas to favourable government policies, strategic price hikes, and improving sentiment around the broader Adani Group

LTM's AI-led 'Lakshya 2031' plan impresses analysts; execution remains key

LTM's AI-led 'Lakshya 2031' strategy won analysts' backing with nrokerages seeing growth potential from Business AI, BlueVerse and Randstad integration.

IRCTC stock at 5-yr low: Is the 'monopoly story' over for the company?

IRCTC share price: Analysts attribute the underperformance to a shift in investor perception from valuing IRCTC as a high-growth digital platform to a mature and heavily regulated business.

IndiGo: Analysts remain bullish despite ₹2,536-crore Q4 loss; stock up 5%

IndiGo airlines reported a ₹2,536 crore net loss in Q4FY26, but analysts remain positive on strong demand, fare growth, fleet expansion, cost savings and stock valuations