Page 7 - Stock Analysis

Valuations weigh on chemicals maker SRF outlook, gains factored in

Regulatory changes may do little to help

Metro Brands' growth promises hit by stretched valuations, say analysts

HDFC Securities, in a note dated September 30, maintained its 'Sell' recommendation, due to expensive valuations at 55x estimated September 2027 P/E.

Amara Raja: Analysts keep Buy on strong LAB, margin gains and lithium push

For FY26, Amara Raja has planned ₹1,200 crore in capex, split into ₹800 crore for lithium and ₹400 crore for LAB.

GSK Pharma gains depend on new launches, traction in base business

The Q1 was impacted by sluggish show of the base business and supply disruption, resulting in brokerages cutting their earnings estimates

Tata Motors stock may face near-term volatility post demerger: Analysts

Analysts expect Tata Motors' stock to face near-term volatility after the PV-CV demerger, with JLR's production resumption and festive demand outlook key monitorables

Nuvama increases Bajaj Consumer target to ₹307 on GST boost, growth revival

Nuvama maintained a 'Buy' rating, underpinned by expectations of a revival in consumption and strategic focus on core categories.

Near-term concerns likely to weigh on growth trajectory of PI Industries

PI Industries stock has fallen 18 per cent since August on weak Q1 results, muted export outlook and biologics curbs, though brokerages remain positive on long-term growth

Hindustan Zinc, Vedanta up 3% each; Emkay attributes surge to silver prices

The brokerage believes Hindustan Zinc/Vedanta's exposure to silver is underpriced, as the consensus expectations trail the strong move in silver in recent months

IndiGo: Analysts advise 'Hold' despite rich valuations, sector headwinds

Nuvama flagged 'high valuations' and 'near-term industry weakness' as key reasons for caution, even as structural positives remain intact.

BCCI deal to make Apollo Tyres one of the biggest auto ad spenders

Additional spending on brand promotion after becoming the lead sponsor for the Indian cricket team could weigh on margins and profits in short run

Brokerages mixed on Tata Motors post analyst meet; key takeaways here

Emkay believes the potential acquisition of Iveco could significantly scale up Tata Motors' commercial vehicle (CV) business, with South America (SA) revenues potentially expanding to ₹2 trillion

Competitive pressures may cap upsides for Container Corporation of India

Pricing challenges, muted domestic growth offset gains in exim volumes

Why did JM Financial upgrade PB Fintech to 'Reduce' from 'Sell'? Check TP

With GST on individual life and health policies (and reinsurance) reduced to zero, the focus has shifted to input tax credit (ITC)

Eternal shares rise 2% after HSBC raises target, keeps Swiggy at 'Hold'

Analysts believe that even though Swiggy has outperformed Zomato on both monthly transaction users (MTU) and gross order value (GOV) growth in the past one year, Zomato's margin is still significantly

Analysts hike Jindal Steel target price; 4 key triggers behind the upgrade

Analysts at Nuvama have revised their target price on the Jindal Steel stock to ₹1,426 from ₹1,193 earlier, valuing it at 7x FY28E EV/Ebitda, and reiterated a 'Buy' rating.

Epack Durable: YES Securities sees 50% upside in this 'undervalued' stock

Epack Durable share price: YES Securities values the company at 30x FY28EPS and arrives at a target price of ₹545

Motilal Oswal bullish on Grasim as mgt sets eye on market domination

Motilal Oswal reiterated its 'Buy' rating on Grasim stock with a target price of ₹3,550, an upside of 28 per cent from Thursday's close

GST cuts, premiumisation and scooter launches boost TVS Motor outlook

TVS Motor's stock is expected to gain further with GST rate cuts, premiumisation, new scooter launches, and robust sales momentum in domestic and export markets

Metro Brands' target price raised at PL Capital citing GST tailwinds

Channel checks indicated that July-August demand remained steady, in line with H2FY25 run-rate, but September saw moderation as consumers deferred purchases ahead of the GST decision

Why Nomura continues to back Glenmark Pharma; Retains 'Buy'; Find out here

Analysts at Nomura continue to back Glenmark Pharma, citing the company's ability to strategically acquire high-potential innovative products.