ICICI Securities

Brigade retains its guidance for Rs 9,000 crore of FY27 sales bookings, which implies 20% YoY growth; for the remainder of FY27, it aims to launch 9.4msf of residential projects with a potential GDV of Rs 10,000 crore spread across Bengaluru, Chennai and Hyderabad

While Jain Resource Recycling currently trades at a discount to Gravita India on forward price-to-earning, the brokerage expects the company's growth and improving scale to support a gradual re-rating.

Knowledge Realty Trust offers a healthy mix of scale, strong tenant quality and improving operating metrics, believes the brokerage.

While the social media, streaming giants are well tracked, in this report, the brokerage tries to size the opportunity and uncover content consumption trends that are likely to unfold in the future.

The geopolitical backdrop continues to provide a structural tailwind for the Indian defence stocks, as the conflict in the Middle East has reinforced defence budget urgency across GCCs, adds the brokerage.

Despite a leadership change of Mr. Sanjeev Nautiyal, incumbent MD, who has requested an early retirement due to health concerns, Ujjivan Small Finance Bank remains confident of meeting its FY27 guidance.

While Sun Pharma's specialty portfolio is now safeguarded from tariffs, the same safeguard must be extended to Organon post-acquisition, adds the brokerage.

August wholesales data: The two-wheeler, passenger vehicle segment reported double-digit growth YoY, aided by robust exports momentum and healthy domestic demand, strong traction across domestic passenger cars, utility vehicles and low channel inventory.

Archean is in the advance stages of starting construction on its SiC semiconductor facility and it has partnered with multiple ecosystem players to support its ramp-up, and the company will be the sole player with SiC fabrication and ATMP facility in India.

Entero has rapidly established its presence in the fragmented pharmaceutical product distribution market in India and, within a span of eight years, has ranked among the top three distributors of healthcare products in India, adds the brokerage.

The brokerage believes the recent and future M&A could, provide a meaningful upside to Metropolis' growth, particularly in expanding reach in existing geographies, enhancement of new technology and test menu and potential foray into unexplored regions across India.

Oil India continues to build momentum across both core upstream as well as downstream segments, adds the brokerage.

Voltas delivered a strong Q1 performance, led by robust RAC demand with further strengthening its market leadership, highlights the brokerage.

Based on the brokerage's cited market prices, IndiQube offers the highest potential upside at 42%, followed by VA Tech Wabag at 28%.

ICICI Securities believes the stronger growth trajectory and improving profitability justify Honasa's higher earnings estimates and valuation.

Akums Drugs, CDSL, Ceigall and Power Mech have received fresh brokerage commentary from ICICI Securities following their June-quarter earnings, with the brokerage taking sharply different views across the four stocks.

The brokerage flagged persistent weakness in advertising revenue and an earnings miss as key concerns, even as subscription revenue remained strong and ZEE5 delivered another profitable quarter.

Titan Company, Fortis Healthcare, Hindalco Industries, Blue Star and Ramco Cements are in focus following their Q1 FY27 earnings, with ICICI Securities taking a differentiated view across the five stocks.

Cera, GE Vernova T&D India, Power Grid, Power Finance are among the stocks in focus after Motilal Oswal reviewed their June-quarter performance, with the brokerage highlighting strong execution, healthy order visibility and long-term growth opportunities across building materials and power infrastructure.

Revenue surged 69% YoY, profit more than doubled and order inflows exceeded expectations, prompting ICICI Securities to upgrade the stock to 'Buy'