Usha Kunji

ICICI Securities has maintained its Buy ratings on Bajaj Consumer Care and Fedbank Financial Services following their september-quarter earnings, citing healthy business growth and improving profitability.

The brokerage beileves that the company's business development activity, which slowed over the past two years, is expected to accelerate, with sizeable project additions anticipated in the coming months.

HDFC AMC and HDFC Life Insurance have retained Motilal Oswal's bullish view following their Q2 FY27 performances, with the brokerage reiterating its Buy' ratings on both stocks.

The brokerage highlighted that Polycab reported another strong quarter with its highest-ever quarterly revenue in Q2 FY27, supported by strong domestic demand, healthy execution, and improving business mix.

Brokerage firm Motilal Oswal has released its latest Q2 FY27 earnings reviews for several companies, including Jio Financial Services, 360 ONE WAM, Cyient DLM, CEAT, IIFL Finance and Tata Communications.

Wipro, Tech Mahindra, Indian Bank and Persistent Systems are among the stocks for which HDFC Securities has raised its target prices following the September-quarter earnings season.

Wipro's turnaround remains constrained by weaker pockets within its portfolio, subdued demand and geopolitical headwinds, adds the brokerage.

Tech Mahindra's deal wins were spread across verticals and geographies, and the communications pipeline remains supported by large deal pursuits, with recent wins expected to scale over the next few quarters, adds the brokerage.

Nestle has delivered superior growth over the last four quarters following GST 2.0, and it expects growth momentum to moderate on account of a high base, rising food inflation, and limited room for Ebitda margin expansion, which is already at 24%, highlights the brokerage.

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Overall, improving execution, margin recovery and diversification beyond thermal power strengthen BHEL's medium-term growth outlook, although timely order conversion and sustained execution momentum remain key monitorables.

At 32 times FY28E price-to-earning, Motilal Oswal believes Tata Tech's current valuation already reflects the strong double-digit growth guidance and continued margin expansion.

With valuations largely factoring in medium-term growth potential, the brokerage will look for clearer evidence of stronger execution on loan growth, the ability to better navigate industry, product cycles, and structural, not just cyclical improvement in return ratios.

The company's retail health segment maintains its strong momentum, gaining market share with significant traction in its Elevate' product, highlights the brokearage.

Groww continues to report strong revenue growth YoY, driven by rising product adoption by users. Its brokerage business is gaining market share across segments, with its newer products, MTF and commodities, aggressively fueling further growth, believes the brokerage.

The IPO is worth Rs 475.5 crore at the upper price band and consists entirely of an offer for sale (OFS) of approximately 1.38 crore equity shares. There is no fresh issue component.

Check out the top stock calls, initiations, upgrades, downgrades, and target price revisions from leading brokerages ahead of today's trade.

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JK Cement's strong execution strategy is estimated to support double-digit volume growth over the medium term, adds the brokerage.