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Adani group firms rally after AGM; Morgan Stanley raises Adani Power target
Group companies gained after Gautam Adani outlined expansion plans at the AGM, while Morgan Stanley raised its target price for Adani Power and retained an overweight rating
Ashok Leyland shares fall 2% after Q4 results. Do Goldman Sachs, Morgan Stanley see any upside?
Ashok Leyland's shares dipped 2% despite a 14% YoY rise in net profit to Rs 1,291 crore for Q4 FY26. Revenue grew over 17% to Rs 17,246 crore. Analysts remain cautious, citing diesel price hikes and commodity inflation as headwinds, with mixed target price adjustments.
BHEL shares jump 3%, rally 10% in two days after Q4 results. What Morgan Stanley, other brokerages say
Bharat Heavy Electricals (BHEL) share price surged over 10% in two days following robust Q4 FY26 earnings, with net profit soaring 156% year-on-year. The company also recommended a final dividend of Rs 1.40 per share. Brokerages like JM Financial and Morgan Stanley maintained 'Buy' and 'Overweight' ratings, respectively, raising their target prices.
KEI Industries shares fall 6% after Morgan Stanley downgrade; check new target
Morgan Stanley moved to 'Equal Weight' after a 35% outperformance versus the Sensex over the past six months.
BHEL's highest price target sees stock at ₹450 but bears see 42% downside
Morgan Stanley said that the fourth quarter had a lot of positive surprises and that BHEL's turnaround could continue to surprise the markets. Improved revenue execution, consistent power segment margins which increase market confidence and improvement in receivables position are some key catalysts for the stock.
Explained — Key factors behind the surge of up to 15% in power stocks led by NTPC Green Energy
Brokerage firm Morgan Stanley in a note wrote that thermal coal-based power generation could take incremental load due to the surge in power demand and that such a move would support a smoother ramp-up in thermal coal power.
Rising power demand this summer season can benefit these stocks, as per Morgan Stanley
Morgan Stanley expects thermal coal-based generation to shoulder a larger share of incremental demand. The shift could also lead to higher solar curtailment in certain regions, allowing thermal plants to ramp up output more smoothly.
Block Deal: Morgan Stanley buys Rs 69 crore stake in Nazara Technologies
Morgan Stanley Asia Singapore bought shares worth ₹69.2 crore in Nazara Technologies through a block deal, acquiring 28.85 lakh shares from Think India Opportunities Master Fund as the gaming company continues global expansion and posts strong revenue and EBITDA growth.
Top Energy & Power Stocks to Watch, According to Morgan Stanley - Investing.com India
Top Energy & Power Stocks to Watch, According to Morgan StanleyInvesting.com India
Adani Enterprises stock up 2% after Morgan Stanley’s bullish call; AGM outlines Rs 2 trillion power capex plan
Morgan Stanley assigned a target price of Rs 3,638 per share on Adani Enterprises, implying an upside of nearly 21 percent from current levels. The brokerage described Adani Enterprises as a major infrastructure incubator, with exposure to high-growth businesses spanning airports, data centres, new energy and mining.
LIVE: Market Rally Gains Steam: Sensex Jumps 900 Points, Nifty Above 24K | Closing Bell
Indian markets ended sharply higher with the Sensex soaring over 900 points and the Nifty reclaiming 24,050. Banking, IT and realty stocks led the rally, while Adani Enterprises remained in focus after a bullish Morgan Stanley call and the company's ₹2 lakh crore power expansion roadmap. Catch Surabhi Upadhyay in conversation with market experts decoding the key drivers behind today's market move and what lies ahead for investors.
Morgan Stanley raises target on BHEL shares as net profit jumps 2.5 times, brokerage sees 17% upside
BHEL on Monday reported a consolidated net profit of Rs 1,290.47 crore for the quarter ended March 2026, compared to Rs 504.45 crore in the year-ago period.