Dolat Capital
-
Persistent Systems: Nagarro Deal Positive, but Dolat Capital Remains Bearish — Check Target Price
Dolat Capital noted that while the acquisition strengthens Persistent's positioning as a global digital engineering and AI-led services player, the premium pricing raises concerns around value creation.
-
Titan Shares in Focus: Dolat Capital Retains 'Add' Amid Multiple Growth Drivers — Check Upside
Despite near-term volatility arising from elevated gold prices and macro uncertainties, Titan's management remains confident of sustaining a strong medium-term growth trajectory.
-
IT Stocks: It's Time to Be Greedy, Says Dolat Capital; Infosys, LTIMindtree Among Top Bets
The market narrative has clearly shifted towards selective vendors, particularly those demonstrating executionled growth, adds Dolat Capital.
-
Cement Stocks To Buy: Ambuja Cement, Star Cement Among Dolat Capital's Top Picks — Check Target Price
Dolat Capital lists its top stock picks after Q3 results- details inside.
-
Jubilant FoodWorks Q3 Review: Dolat Capital Retains 'Buy' Rating — Check Trimmed Target Price
With a diversified brand portfolio and growing geographic footprint, Jubilant FoodWorks' long-term growth outlook remains robust, adds the brokerage.
-
Ramco Cements Q3 Review: Dolat Capital Trims Earnings Estimates Amid Lower Profitability Outlook — Details Inside
The brokerage revises target price, valuing Ramco Cement at 11 times FY28E EV/Ebitda plus 50% of FY28E CWIP.
-
Ambuja Cements Q3 Review — Dolat Capital Upgrades Stock As Valuations Turn Attractive After Recent Correction
With the stock correcting 12% since the Q2 results, Ambuja Cements' valuations have turned more favourable, says Dolat Capital
-
Nestle Q3 Review: Dolat Capital Raises Estimates On Strong Volume-Led Growth — Check New Target Price
The brokerage expects Nestle to sustain long-term growth driven by category leadership, strong brands and GST led volume gains.
-
BPCL Shares Gets 'Add' Rating From Dolat Capial After Q3 Results — Check Revised Target Price
Dolat Capital upgrades BPCL's FY26E EPS estimates by 16.3% factoring in the strong Q3 GRM and continued supernormal GMM in nine months.
-
UltraTech Cement's Positives Priced In, Says Dolat Capital; Maintains 'Reduce' Rating Post Q3 Results — Check Revised Target Price
The brokerage believes UltraTech's current market price already factors in most positives, limiting upside potential.
-
Havells India Shares Rated 'Add' By Dolat Capital Post Q3 Results — Check Revised Target Price
Havells remains optimistic on gradual demand recovery, amid industry headwinds from commodity inflation and an evolving regulatory environment.
-
HCLTech Shares Downgraded To 'Reduce' By Dolat Capital Despite Q3 Beat — Here's Why
Factoring positive Q3 and solid total contract value wins, the brokerage slightly modifies FY26/27/28E earnings by -0.1/+1.4%/+1.5%.
-
Accenture Q1 Review— A Mixed Bag, No Meaningful Read-Through For Indian IT Services: Read Dolat Capital Report
The brokerage maintains a selective stance on names like LTIMindtree in tier-1 and Coforge in tier-2 IT Services.
-
Monetary Policy Review — RBI’s 25 bps Cut Signals Dovish Stance, Says Dolat Capital
As inflation remains unusually low, led by a sharp correction in food prices, the MPC opted for a rate cut to reinforce key growth levers heading into H2 FY26.
-
India’s GDP Jumps 8.2% In Q2 FY26, Services, Consumption Lead The Charge — Read Dolat Capital Report
This marks the fastest growth in six quarters, driven by robust private consumption (up 7.9%) and sustained investment activity (GFCF up 7.3%).
