Capital Goods Q1 FY27 Results Preview: Yes Securities believes core' capital goods companies including ABB and Siemens will report >10% sales growth led by continued execution of order books, relatively easy comps, sustained high demand from data centers amidst sustaining geopolitical tensions.
ICICI Lombard aims to maintain a growth trajectory 100–200 bps ahead of the industry.
Yes Securities Q3 targets for TCS, Infosys, Wipro, LTIMindtree, HCLTech—Should you Buy or Sell?
Refiners and oil marketing companies to outshine in Q3, gas pack to be stable and upstream weaker, projects Yes Securities.
Yes Securities upgrades Godawari Power's rating to 'Add' from 'Reduce' and revises target price- details inside.
Yes Securities continues to prefer Vijaya within the diagnostic space and upgrade the stock following recent weakness.
ICICI Prudential AMC's Rs 10,602.7-crore IPO is an entirely offer-for-sale of 4.9 crore shares.
Yes Securities initiates coverage on GE Vernova T&D Ltd. with a 'Add rating and a target price of Rs. 3,200, which implies potential upside of 10% from current market price of Rs 2,913
Samvardhana Motherson's outlook remains robust, supported by new program ramp-ups, increasing content, greenfield additions and accelerating non-auto contributions.
With a clear roadmap for margin expansion, a robust order book, and exposure to sunrise sectors, VA Tech Wabag offers a unique blend of stability and growth.
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Strong H2, lower leverage could trigger sharp re-rating for this stock - check target price.
Notwithstanding a wash-out year, Yes Securities reckons downgrades may come to a halt which would preclude large downside; hence upgrade to Neutral stance.
Paytm's profitability metrics have improved to some extent, says Yes Securities, sees 10% upside potential.
With visibility of better margins in rest of FY26, Yes Securities maintains positive view on the stock.
Yes Securities maintains positive view on Varun Beverages in the near term hence raises target price and maintains 'Buy' rating.
SBI Life's value of new business growth was at 52.3%/14.5% QoQ/YoY where the QoQ growth was driven by growth in APE.
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Yes Securities continue to value Havells at 50x as company deterioration in contribution margins is temporary and will bounce back on improved demand.
Yes Securities maintains a cautious ‘Add’ rating on IDFC First Bank with a unchanged price target of Rs 80.
Yes Securities maintain an ‘Add’ rating on HDFC Life Insurance Company with a revised price target of Rs 870.
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Multiple margin levers remain in place to support Tech Mahindra's improvement ahead, says Yes Securities.
