Page 7 - Stock Analysis
Dabur faces growth headwinds as rural demand, costs cloud outlook
Weak monsoon fears, West Asia turmoil, and rising costs cloud outlook
 "Dabur faces growth headwinds as rural demand, costs cloud outlook")
Jefferies downgrades Indus Towers to 'Underperform'; sees 14% downside
Jefferies has downgraded Indus Towers shares to 'Underperform', cutting target price to ₹375. The global brokerage stated renewal risks, rising capex, and pressure on earnings and valuations as risks
 "Jefferies downgrades Indus Towers to 'Underperform'; sees 14% downside")
Stock rerating for Godrej Properties hinges on sustaining sales momentum
The stock gained 1.6 per cent on Friday after reporting its fourth quarter (Q4) numbers but slipped on Monday
 "Stock rerating for Godrej Properties hinges on sustaining sales momentum")
Sarda Energy gains 5% after HDFC Sec initiates coverage with 'buy' rating
Stock up 14% year-to-date even as Nifty has declined nearly 9%
 "Sarda Energy gains 5% after HDFC Sec initiates coverage with 'buy' rating")
Emkay Global initiates on Avenue Supermarts with 'Sell', sees 16% downside
DMart is unlikely to see meaningful same-store sales growth improvement, except for seasonal fluctuations and possible price hikes by brands, given the competitive intensity in the sector
 "Emkay Global initiates on Avenue Supermarts with 'Sell', sees 16% downside")
Axis Securities initiates on Aurionpro Solutions with Buy, sees 30% upside
Aurionpro Solutions has delivered around 33 per cent CAGR in revenue over FY21-25, supported by improved operational efficiency and sustained product development
 "Axis Securities initiates on Aurionpro Solutions with Buy, sees 30% upside")
Sun Pharma stock falls 5% in strong market: What's worrying investors?
Sun Pharma shares fall 5 per cent amid Organon deal buzz and US tariff concerns. Tech charts show the stock has a 'bearish' outlook
 "Sun Pharma stock falls 5% in strong market: What's worrying investors?")
Market radar: February 21, 2026 to March 20, 2026
The Business Standard Defence Index is designed to track the performance of 25 key defence stocks
 "Market radar: February 21, 2026 to March 20, 2026")
Info Edge Q4 billings slow on muted hiring and West Asia conflict risks
Iran spillover drags growth; margins on edge
 "Info Edge Q4 billings slow on muted hiring and West Asia conflict risks")
Adani stocks lag in 1yr; analysts back Adani Enterprises, Power, Ports
Only a handful of Adani Group stocks have generated notable returns for investors over the past year and so far in 2026.
 "Adani stocks lag in 1yr; analysts back Adani Enterprises, Power, Ports")
GE Vernova T&D jumps 2800% in 3 years; is it now priced for perfection?
GE Vernova T&D India, a part of US-based GE Vernova, is a grid infrastructure company that manufactures high-voltage transmission equipment and provides turnkey solutions for power evacuation
 "GE Vernova T&D jumps 2800% in 3 years; is it now priced for perfection?")
QSR stocks fall as supply issues raise risk of earnings downgrades
LPG supply disruptions and weak demand trends weigh on QSR stocks, raising concerns over earnings outlook and potential downgrades
 "QSR stocks fall as supply issues raise risk of earnings downgrades")
Tata Capital shares below IPO price; Systematix says Buy for 30% upside
Tata Capital share price target: Brokerage firm Systematix has initiated a 'Buy' rating on Tata Capital shares for an upside of 30 per cent. Tata Capital is a subsidiary of Tata Sons.
 "Tata Capital shares below IPO price; Systematix says Buy for 30% upside")
Goldman Sachs turns bullish on TVS Motor; upgrades to 'Buy' with 21% upside
Goldman Sachs has raised its 12-month target for TVS Motor Company to ₹4,100 from ₹3,830, implying a potential upside of 21 per cent
 "Goldman Sachs turns bullish on TVS Motor; upgrades to 'Buy' with 21% upside")
Muted Q4 expectations, regulatory changes weigh on insurance majors
Insurance stocks fall up to 4% as weak March quarter outlook, geopolitical tensions and regulatory changes weigh on growth, margins and investor sentiment
 "Muted Q4 expectations, regulatory changes weigh on insurance majors")
Bosch share price up 12% in 2 days; here's why the stock has gained ground
The board of directors of Bosch are scheduled to meet on April 8, 2026 to consider couple of matters, including a proposal for issuance of equity shares of the company by way of preferential issue.
 "Bosch share price up 12% in 2 days; here's why the stock has gained ground")
Weak rupee, higher fuel costs, Iran war weigh on IndiGo's FY27 outlook
Geopolitical tensions, rising crude prices and rupee depreciation prompt brokerages to cut IndiGo's earnings estimates for FY27 despite stable demand outlook
 "Weak rupee, higher fuel costs, Iran war weigh on IndiGo's FY27 outlook")
Execution, valuations could reverse Trent's fortunes despite pressures
Weak same-store sales, rising competition, muted discretionary demand weigh on sales
 "Execution, valuations could reverse Trent's fortunes despite pressures")
Emkay Global keeps 'Reduce' on Bharti Airtel; flags Jio IPO as key risk
Emkay Global has retained its 'Reduce' rating on Bharti Airtel stock despite Africa Ebitda upgrade, citing Arpu risks, valuations, and Jio IPO impact on investor flows and competition
 "Emkay Global keeps 'Reduce' on Bharti Airtel; flags Jio IPO as key risk")
What will Infosys gain from $560 million Optimum, Stratus acquisitions?
Nomura believes the above two acquisitions and Versent (which is pending closure due to regulatory approvals) could contribute 225 basis points (bps) to Infosys' revenue growth in FY27F
 "What will Infosys gain from $560 million Optimum, Stratus acquisitions?")