Research Reports

For Samvat 2083, the brokerage is positive on BFSI and capital markets, manufacturing, global outsourcing, exports, and consumption and digital. Banks are set for steady loan growth with improving margins, while rising participation supports capital markets segment.

Redington is well positioned to capitalise on structural growth in technology distribution, supported by established original equipment manufacturer relationships, an extensive channel network and a diversified geographic presence, believes Motilal Oswal.

Following September-quarter earnings, domestic brokerage Motilal Oswal has maintained its ratings on all seven stocks across pharma, building material, retail, oil and gas sector including Mahanagar Gas, GSK Pharma, V2 Retail, Anant Raj, and more with uspide of up to 48%.

Following September-quarter earnings, HDFC Sec has maintained its ratings on 17 stocks across pharma, capital markets, financial services, healthcare, retail, chemicals, including Zydus Life, BSE, Nykaa, Lupin, MCX, Sundaram Finance, HG Infra and more.

Clear strategic actions under the new leadership will be critical to sustaining the early momentum and supporting Dabur's valuation recovery, says the brokerage.

India revenue growth accelerated to 35% YoY driven by robust same-store sales growth and store additions, while Lenskart's international business delivered a strong quarter.

While the growing complex generics, injectables and biosimilars pipeline provides medium-term growth visibility, Systematix remain cautious on Lupin's near-term US trajectory, given continued competitive intensity in Tolvaptan and Mirabegron.

Motilal Oswal Financial Services has reviewed the second-quarter earnings of nine companies across the textile, FMCG, metals and EPC sector including Gopal Snacks, Arvind Fashions, Ventive Hospitality, ConCor, Prataap Snacks, and more

Motilal Oswal expects Himadri to deliver strong growth, driven by the scaling of its battery materials, specialty carbon black, CNT, and SSCB businesses, alongside the expansion of Birla Tyres.

Based on HDFC Securities' target prices and closing prices, Eureka Forbes offers the highest potential upside of about 67%among the covered stocks, followed by SBI with 35% and , BEL with 30% and KEC International's target price implies a potential upside of 19%.

BEL is also hopeful of a large order worth Rs 20,000 crore from next-generation corvettes, adds the brokerage.

Ahead of Diwali, Anand Rathi has unveiled a basket of six stock picks spanning banking, IT, pharma, infrastructure, and metals and mining, betting on sector-specific growth drivers and attractive valuations.