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M&M Shares In Focus As Brokerages See Up To 39% Upside After Q4 Profit Surge
Brokerages including Kotak Securities, Citi, Jefferies, and JP Morgan maintain buy ratings on M&M, citing robust automotive growth, strong product launches, and positive medium-term outlook with target prices implying 24 to 39% upside.
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.
Manappuram Finance Gets Rating Upgrade From Axis Securities After Q4 Results — Key Triggers And Target Price Inside
With gold loans now forming the dominant share of the book, Manappuram is well positioned to deliver healthy gold AUM growth, supported by favourable industry tailwinds and an accelerated branch expansion.
Prefer BSE on dips, Bajaj Auto strong, DMart margins muted: Chola Securities
Dharmesh Kant, Head of Research at Chola Securities, says markets remain selective with stock-specific opportunities. He flags weak telecom tower metrics and muted DMart margins, while auto OEMs show strong growth aided by price hikes. On BSE, he sees 15–20% volume trends but advises caution post volatility. He prefers long-term capital market plays on dips and remains bullish on metals, especially JSW Steel, with structural demand tailwinds.
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.
Securities Markets Code, 2025: How it can build a future-ready regulatory framework
The proposed Securities Markets Code, 2025 aims to streamline regulation but needs stronger innovation. Suggestions include enabling listing without offerings, trading in unlisted firms, refining e voting, reducing regulatory overlap and establishing a single authority to improve efficiency, transparency and market growth.
Sun Pharma a trading play on dips, banks may face difficult June quarter: Dharmesh Kant
Dharmesh Kant, Head of Research at Chola Securities, said Sun Pharma’s all-cash acquisition of Organon could improve return ratios and support valuations, but may bring overall revenue growth down to single digits. He sees a trading opportunity in Sun Pharma on price dips. On banking, he said Q1 could be difficult as provisioning picks up, which may weigh on profitability even as asset quality and margins remain stable. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Tata Elxsi shares fall over 4% after weak Q4. Motilal Oswal, HDFC Securities cut target price
In the wake of Tata Elxsi's Q4FY26 performance, shares tumbled by 4%. While the company boasted a healthy 28% increase in net profit paired with a 9% revenue growth, the market reacted cautiously. Analysts are divided; some predict subdued growth spurred by delayed contracts, whereas others identify untapped opportunities in niche markets. The stock’s current valuation continues to spark debate.
Paint sector may see double-digit volume growth, more price hikes: Elara
Paint demand remains strong despite rising costs. Amit Purohit, Senior VP at Elara Securities expects double-digit volume growth, supported by seasonal tailwinds. While price hikes may continue amid crude volatility, consumption stays stable, with larger players like Asian Paints better placed to manage cost pressures.
ICICI Bank top pick, Jio Financial a long-term bet, Ultratech a good hold: Chola Securities
Dharmesh Kant, Head of Research, Chola Securities, said private banks show stable fundamentals, supported by improving cost metrics and growth visibility. He highlighted that emerging financial platforms need time to scale despite strong backing. Kant added that cement demand remains supported by macro trends, with leading players maintaining pricing control and capacity expansion, offering visibility for medium-term growth across the sector. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Below-normal monsoon may boost AC sales, but hurt rural demand: Equirus
Manoj Gori, Associate Director, Equities at Equirus Securities, said room AC demand has picked up in southern markets. While diversified appliance companies offer long-term exposure, cooling-focused firms may see higher near-term growth driven by seasonal demand and pricing.
ICICI Lombard General Insurance shares in focus after Q4 net profit rises 7%. What are Morgan Stanley, HDFC Securities saying?
Shares of ICICI Lombard General Insurance Company are likely to be in focus after reporting stable Q4 FY26 performance, with profit after tax rising 7.3% year-on-year to Rs 547 crore. The company saw improved combined ratio, strong premium growth, and maintained a robust solvency position, while brokerages remained mixed on ratings and target prices.