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Godrej Consumer shares climb 2% as ICICI Securities upgrades the stock to a buy, raises target price
ICICI Securities upgraded Godrej Consumer Products to 'buy', raising the target price to ₹1,300. With expectations for double-digit growth and a recovery in key markets, investor interest surges.
SBI Securities prefers HDFC Bank, sees long-term upside in metals
Sunny Agarwal, Head Fundamental Research, Retail Desk at SBI Securities, remains positive on private banks, preferring HDFC Bank over Kotak Mahindra Bank after the lender received a clean legal review. He says Persistent Systems' acquisition benefits may take up to eight quarters to materialise, while slower growth remains a near-term concern. Agarwal is also bullish on the metals sector, with Indian Metals & Ferro Alloys as his top pick, and remains positive on Astral over the long term despite near-term challenges.
Vijay Kedia makes a strong case for simpler market taxation, believes it is time to end STT
Vijay Kedia advocates for the abolition of the Securities Transaction Tax (STT) in India, claiming it has become an unnecessary burden on investors. He argues that reducing transaction costs could boost retail market participation and strengthen capital markets' role in economic growth.
Retail health premium growth rises to 31% YoY in April 2026, anchoring non-life insurance sector: Kotak Institutional Securities
Indian non-life insurance saw robust growth in April 2026. Retail health premiums surged 31 percent year-on-year. Motor insurance also performed well. Private players and standalone health insurers are gaining market share from public sector companies. Commercial lines faced challenges, though marine and engineering segments showed resilience. This indicates a dynamic shift in the insurance landscape.
Retail investing has surged in India, but rural participation remains low, says Sebi Chief Tuhin Kanta Pandey
India's securities markets have seen substantial growth. Retail investor numbers have surged, and market capitalization has climbed significantly. However, actual investment participation lags behind awareness. SEBI is enhancing investor protection and launching initiatives to boost financial literacy. Disciplined long-term investing is encouraged for financial empowerment.
Earnings likely to improve, but rising oil could hurt in short term: SBI Securities
Sunny Agarwal, Head of Fundamental Research, Retail Desk at SBI Securities, expects double-digit earnings recovery over FY27–28, despite near-term risks from crude-led margin pressure in Q1. He sees mid- and small-cap opportunities in hospitality, capital markets, and select banks, with improving return ratios. He also flags recovery in building materials and consumer staples, while infra push and regional growth could support sectors like cement and logistics.
Dr Lal Pathlabs Sees Target Price Cut From ICICI Securities After Q4 Results — Here's Why
Dr. Lal's management anticipates strong momentum in the Delhi NCR market and better traction in Suburban Diagnostics to translate into 13-15% revenue growth for FY27.
BofA Securities initiates coverage on Groww with ‘buy’ rating; shares rally 4% to record high. Here’s what the brokerage said
Groww shares hit a new 52-week high. BofA Securities initiated coverage with a Buy rating. The brokerage sees strong growth potential for Groww. It expects revenue to grow at a 30% CAGR. Profitability is also projected to rise significantly. Groww leads the market with the most active clients. This positive outlook is boosting investor confidence in the retail brokerage platform.