Usha Kunji
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Torrent Pharma Shares In Focus After Q4 Results; Nirmal Bang Sees Limited Upside At Current Valuations — Check Revised Target Price
While the JB Pharma acquisition strengthens Torrent's India franchise and medium-term growth visibility, current valuations largely factor in the near-term earnings and synergy benefits, says Nirmal Bang
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Hindalco's Target Price Revised After Q4 Results; Systematix Maintain 'Hold' Rating — Check Upside
Systematix has revised its FY27/FY28 Ebitda estimates on Hindalco upward by 14%/7%, primarily driven by improved assumptions for aluminium downstream margins, higher commodity price assumptions, and a gradual recovery in Novelis margins and shipments.
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Sun Pharma Shares In Focus As Motilal Oswal Retains Bullish Call After Q4 — Check Target Price, Upside
Sun Pharma has been beating industry growth in domestic formulation for two consecutive years, driven by product introductions and market share gains in existing products, adds the brokerage.
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Grasim Industries: ICICI Securities Raises Target Price After All-Round Q4 Beat — Check Upside
Enthused by Grasim's robust Q4 performance, the brokerage has revised upwards its FY27E Ebitda by 6% and introduce FY28E, assuming 19% growth.
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Metro Brands Q4 Review: ICICI Securities Lower Target Price But Maintains 'Add' On Strong Earnings Visibility — Check Upside
ICICI Securities remains constructive on Metro Brand's medium-term outlook, citing strong execution, premiumisation trends and healthy profitability, even as near-term demand remains mixed.
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Jubilant FoodWorks: Target Slashed; Motilal Oswal Stays Neutral on Soft Q4 Results — Check Upside
The brokerage highlighted that while Jubilant FoodWork's long-term growth outlook remains intact, weak demand trends and cost pressures are likely to weigh on earnings in the near term.
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BEL Shares In Focus After Q4 Results; Nirmal Bang Stays Bullish Despite Rich Valuations — Check Target Price
Nirmal Bang remain positive on BEL, given its position as the key integrator across India's defence electronics ecosystem and its strong participation in multiple strategic defence platforms.
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Lenskart Sees Target Price Hike After Q4 Beat — Check Upside, Key Triggers and More By Motilal Oswal
Motilal Oswal has reiterated its Buy call on Lenskart, driven by strong growth visibility, margin expansion and structural advantages across its omnichannel business model.
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PI Industries Shares In Focus As Motilal Oswal Remains Bullish Despite Weak Q4 Results — Check Target Price
Motilal Oswal remains cautiously optimistic on FY27, supported by a strong order book, committed customer offtake plans, and the planned launch of over 5+ new molecules in the CSM business, which should accelerate PI Industries' growth in H2 FY27.
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Samvardhana Motherson Q4 Review: Motilal Oswal Ups Target Price On Long-Term Growth Outlook — Check Upside
The brokerage expecsts SAMIL to continue to outperform global automobile sales, fueled by rising premiumization and EV transition, a robust order backlog in autos and non-autos, and successful integration of recent acquisitions.
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Safari Industries Q4 Review: 58% Upside Seen, But Competitive Pressures Remain a Concern, Says Motilal Oswal — Check Target Price, Key Triggers
Though the brokerage is confident about Safari Industries' growth story, it expects rising competitive intensity from VIP, Samsonite, and D2C players to impact Safari Industries' growth rates.
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Triveni Turbine Gets Target Price Hike from Motilal Oswal After Q4 Results — Check Potential Upside, Key Triggers
Triveni Turbine's inquiry book has nearly doubled over the past year, supported by increasing visibility across thermal power generation, industrial capex, and renewable energy-linked applications across India, Southeast Asia, Europe, and the US.
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GE Vernova T&D's Strong Growth Outlook Keeps IDBI Capital Bullish After Q4 Results — Check Target Price
IDBI Capital maintains Buy on GV Vernova T&D, as it is well geared to capitalise on the robust electrification theme in India and overseas as well.
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Zydus LifeSciences Shares in Focus: Motilal Oswal Maintains Neutral Rating on Limited Upside — Check Revised Target Price
Zydus LifeSciences delivered a better-than-expected financial performance in Q4, with 9.5%/19%/11% beat on revenue/Ebitda/PAT.
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Indraprastha Gas Shares In Focus As Systematix Revises Target Price After Q4 Results — Check Upside
IGL reported healthy volume growth in Q4 offset by softer margins amid rising gas cost and increased opex, says the brokerage.
