Page 8 - Stock Analysis

Global headwinds may hit growth prospects of auto parts suppliers

Mutual funds redirect record inflows to fuel IPO boom, hitting 25-year high in new listings while selling bank and pharma stocks

Tata Steel's expansion blueprint prompts diverging views from brokerages

Tata Group's flagship steelmaker, analysts said, is entering an aggressive expansion phase at a time when steel prices remain volatile, yet its moves are expected to strengthen feedstock security

Costs and capacity cuts prompt downward revision of IndiGo's FY26 profits

Operational disruptions, higher pilot costs and softer yields hit sentiment

Motilal Oswal initiates IKS, Sagility with 'Buy'; Indegene 'Neutral'

The US remains the world's most lucrative outsourcing market, with healthcare spending touching nearly $5 trillion in CY24, accounting for 17-18 per cent of GDP.

What led ICICI Sec re-initiate coverage on India Cements? Find out here

ICICI Securities has reinitiated coverage on India Cements, a major Indian cement manufacturer, with a 'Hold' rating, citing improving operational fundamentals under UltraTech Cement

Sharekhan upgrades Divi's Labs to 'Buy' on strong FY26-28 growth visibility

The brokerage said Divis Laboratories is entering a stronger growth phase, supported by a robust H2FY26 pipeline and visibility for scale-up over the next two years.

HDFC Bank to re-rate, outperform ICICI Bank by FY28? Emkay lists 4 reasons

HDFC Bank's earnings growth is likely to converge with ICICI Bank by FY28, helping the former achieve premium valuation over the latter, Emkay Global said

Nomura slashes Kaynes Tech target on smart-meter woes; retains 'Buy'

Kaynes' stock has fallen about 30 per cent over the past month as against a 1.4 per cent rise in the Nifty, largely on worries around accounting and collections in the smart-meter business

Berger Paints may shine brighter; Geojit upgrades to 'Buy' on margin hopes

Sector's competitive landscape, Geojit said, has stabilised and that demand is likely to pick up in the coming months, supported by improved weather conditions and the release of pent-up demand

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