Page 9 - Stock Analysis

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

Execution, valuations could reverse Trent's fortunes despite pressures

Weak same-store sales, rising competition, muted discretionary demand weigh on sales

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

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

ITC stock heads for worst FY return in 6 years; is this buy opportunity?

If ITC stock ends FY2026 in the red, it would mark the second consecutive year of losses and the weakest performance since FY2021.

Petronet LNG share price: Nomura cuts target as Qatar crisis hits volumes

The brokerage said the escalating West Asia crisis has raised risks for Petronet LNG's FY27 earnings, after Qatar's Ras Laffan LNG facility, which has export capacity of 77 mtpa

What should investors do with HDFC Bank stock as Atanu Chakraborty resigns?

HDFC Bank shares hit a fresh 52-week low on Thursday, falling over 8 per cent on the NSE, following the resignation of its Chairman Atanu Chakraborty. Analysts warn of near-term pressure

Systematix backs Patanjali Foods' strong sales, pricing edge; sees 36% gain

During a recent visit to its Haridwar facility, Patanjali Foods (PFL) management expressed cautious optimism, noting that the ongoing West Asia conflict has not affected spot edible oil prices

HDFC Sec upgrades Metro Brands to 'Buy' on stable KPIs; sees 18% upside

HDFC Securities maintained its DCF-based target price of ₹1,080 per share and upgraded to Buy from Add

YES Securities sees strong risk-reward in Marico stock; sees 13% upside

YES Securities believe Marico stock offers an attractive risk-reward for investors, with over 13 per cent EPS CAGR potential over FY25-28E

Force Motors shares up 1600% in 3 yrs; is risk-reward still favourable?

In the past one year, shares of Force Motors surged 186 per cent to ₹20,746.9 on March 16, 2026, from ₹7,251.1 on March 13, 2025, outperforming the Nifty Auto index, which rose around 20 per cent

Motilal Oswal remains structurally positive on Hindalco; raises target

The brokerage remains structurally positive on Hindalco, considering favourable LME, its strategic expansion aligned with a robust domestic outlook, and a strong balance sheet

Analysts remain bullish on Polycab despite near-term pressure; here's why

Polycab India is facing export disruptions from the Middle East, the highest contributor to its export portfolio, low volume growth, margin pressure and high input costs.

Motilal Oswal stays 'Neutral' on Dabur amid geopolitical risks; trims EPS

The brokerage said geopolitical uncertainty is beginning to weigh on Dabur's international business, particularly due to supply-chain disruptions around key shipping routes

Trent: Once a D-St darling, now testing investor patience; what lies ahead?

After a spectacular rally that multiplied investor wealth nearly tenfold between April 2021 and October 2024, Trent shares have been on a persistent decline

Strait of Hormuz blockade: Can it lift Reliance Industries' O2C earnings?

Motilal Oswal has reiterated 'Buy' with a target of ₹1,750, noting that if current supply disruptions persist through the first half of FY27, there could be an 8.5 per cent upside to RIL's Ebitda

ICICI Securities lowers CDSL target on higher costs, slower KYC arm growth

ICICI Securities has trimmed its target price on Central Depository Services (CDSL) to ₹1,180 from ₹1,500, while maintaining a 'Hold' rating

West Asia crisis weighs heavy on L&T; m-cap erodes by ₹60,843 cr

L&T shares have come under pressure over worries that the escalating Middle East conflict could ‌disrupt the company's projects in the region, ultimately impacting its financial performance

Geojit does a U-turn on Muthoot Finance stock; what suddenly happened?

The brokerage cited improving visibility in loan book growth and signs of stabilising asset quality as supportive factors for the company's medium-term outlook

ICICI Sec starts coverage on KSH International with 'Buy', sees 45% upside

ICICI Securities expects KSH International's volume, Ebitda, and earnings to grow at a CAGR of 24 per cent, 36 per cent, and 43 per cent, respectively, over FY25-28E