Research Reports

With Dhanteras today and Diwali around the corner, PL Capital has unveiled a basket of eight stock ideas spanning defence, PSU, banks, NBFCs, industrials and consumption sectors including BEL, ICICI Bank, Britannia Industries, and more from large and mid-cap sector.

Among these updates, Samhi Hotels stands out with the highest projected upside of over 34%, supported by robust demand in the hospitality segment, followed closely by Fractal Analytics at 26.8% upside as its AI product business scales rapidly.

Following September-quarter earnings, HDFC Sec has maintained its postive stance on 15 stocks across ports, including LIC, Apollo Hospitals, Titan Company, Aurobinod Pharma, Ipca Labs, and more.

Similar to Adani Ports' recent NQXT acquisition, Evos is also backed by a similar take-or-pay arrangement with most of the customers.

On the back of its healthy launch pipeline and positive consumer sentiment, M&M provided a strong outlook for FY27E across segments, believes the brokerage.

The brokerage remains constructive on growth in the jewelry industry, particularly among top players, and believe Titan will remain well-positioned competitively, supported by initiatives such as its exchange program.

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.