| SYMBOL | LAST | CHG% |
|---|---|---|
| GAINERS | ||
| HINDUNILVR | 2,022.4 | +1.61% |
| EICHERMOT | 7,650 | +1.34% |
| BSE | 3,937.7 | +0.73% |
| ONGC | 234.8 | +0.56% |
| BHARTIARTL | 2,106 | +0.48% |
| ITC | 285 | +0.33% |
| LOSERS | ||
| TMPV | 287.4 | −3.31% |
| GRASIM | 3,034 | −2.6% |
| HINDALCO | 943.6 | −2.12% |
| ADANIENT | 2,688 | −1.95% |
| M&M | 3,333 | −1.94% |
| ULTRACEMCO | 12,100 | −1.92% |
Verdict score increased from 65 to 77.
Total debt increased to INR 169 crore in the September 2026 quarter from INR 118 crore in March 2026.
Previous claim of 51.7% YoY revenue growth removed due to lack of current YoY revenue data.
Consensus upside of 1.5% added to the brief.
Added intent to acquire Intellismart Infrastructure Pvt Ltd.
Supply‑chain distress signal (score 0.94) added to analysis
Quarterly revenue rose to 19,474 cr in Q3 2026
Consensus mean target 2,967 implies 11.4% upside to last price.
Operating profit turned positive in the latest quarter.
Quarterly operating margin rose from 55.1% to 61.3% over the last four quarters.
Quarterly operating margin expanded to 42.6% in the latest quarter, showing improving profitability.
Quarterly operating margin expanded to 15.4% in the latest quarter, up from 12.5% four quarters ago.
Record October 2026 sales of 82,299 units, up 17.7% YoY.
Added management appointment of Angan Guha as CEO for Americas 2 SMU
Quarterly revenue grew 23% YoY.
Debt-to-equity is 0.00 indicating a strong balance sheet.
Mean target of 1,359 implies a -1.5% downside to current price.
Quarterly revenue grew 24.8% YoY.
Revenue fell 8.3% YoY to INR 335,582 crore, below the Consumer Discretionary median growth of 11.6%
Revenue grew 18.2% YoY, matching the Commodities median
Consensus EPS estimate revised down 3.9% over the past 30 days
Operating margin now contracting versus prior excess to sector median.
Score upgraded from neutral to constructive reflecting higher consensus upside and stable margins.
Promoter holding rose 0.94 pp to 55.95% in the latest quarter.
Loan growth accelerated 23% YoY per Emkay Global Financial Services.
Promoter holding fell 0.85 pp to 58.48% in the latest quarter.
Operating margin trend now shows contraction versus prior stable margin.
Verdict score increased from 68 to 70 reflecting higher consensus upside and stable order flow.
Quarterly revenue grew 38.8% YoY in the latest quarter.
Operating margin has remained stable around 23% over the last four quarters.
| INDEX | LAST | CHG% |
|---|---|---|
| INDIA | ||
| NIFTY 50 | 25,144.3 | +0.46% |
| SENSEX | 81,592.45 | +0.7% |
| NIFTY BANK | 61,034.1 | +3.3% |
| NIFTY IT | 31,931.15 | −3.17% |
| INDIA VIX | 15.49 | −11.31% |
| AMERICAS | ||
| S&P 500 | 7,561.67 | +2.51% |
| NASDAQ | 25,136.27 | +2.27% |
| DOW JONES | 52,347.55 | +2.07% |
| EUROPE | ||
| FTSE 100 | 10,902.56 | +2.14% |
| DAX | 26,749.95 | +3.6% |
| ASIA-PACIFIC | ||
| NIKKEI 225 | 61,142.35 | +4.03% |
| HANG SENG | 23,637.6 | −3.45% |
| SHANGHAI | 3,634.35 | −0.72% |
| FX & COMMODITIES | ||
| USD/INR | 94.24 | +0.36% |
| BRENT | 95.84 | +3.53% |
| GOLD | 3,886.3 | −5.55% |
| US 10Y | 5.15 | +5.96% |
| DATE | SYMBOL | BROKER | ACTION | RATING | TARGET | UPSIDE | |
|---|---|---|---|---|---|---|---|
| 13-NOV | HAL | Prabhudas Lilladher | RAISE PT | Buy | 5,943 | +23.3% | |
| 12-NOV | HAL | Motilal Oswal | RAISE PT | Buy | 5,900 | +21.9% | |
| 12-NOV | POWERINDIA | Motilal Oswal | UPGRADE | Buy | 35,800 | +25.4% | |
| 12-NOV | TATAPOWER | Prabhudas Lilladher | UPGRADE | Accumulate | 414 | +16% | |
| Q2FY27 EBITDA grew 11% YoY and PAT rose 72% YoY, driven by improved coal SPV profitability and Mundra operations | |||||||
| 12-NOV | TATAPOWER | ICICI Securities | MAINT | Buy | 485 | +35.9% | |
| Revenue grew 26% YoY to INR 199bn and EBITDA rose 11% YoY to INR 39.2bn in Q2 | |||||||
| 11-NOV | TATAPOWER | Motilal Oswal | LOWER PT | Buy | 440 | +21.9% | |
| Power demand grew 10‑11% YoY in 2QFY27 and 12% YoY in October, supporting growth outlook | |||||||
| 09-NOV | BOSCHLTD | ICICI Securities | UPGRADE | Buy | 62,500 | +26.2% | |
| Margin headwinds are viewed as temporary and margins are expected to improve gradually | |||||||
| 08-NOV | TATASTEEL | ICICI Securities | INIT | Buy | 235 | +24% | |
| Consolidated EBITDA of INR 105bn grew 18% YoY and 14% QoQ, driven by higher realisations and operating performance | |||||||
| 08-NOV | HINDALCO | ICICI Securities | RAISE PT | Buy | 1,204 | +26.2% | |
| EBITDA grew 43% YoY to INR 128.3bn driven by strong copper profitability | |||||||
| 07-NOV | ONGC | Motilal Oswal | LOWER PT | Buy | 285 | +22.8% | |
| Production decline continues but valuations are cheap relative to Brent assumptions | |||||||
| 07-NOV | BHARTIARTL | Prabhudas Lilladher | RAISE PT | Buy | 2,411 | +15% | |
| Revenue and EBITDA grew YoY and QoQ, with India Mobile ARPU expanding to INR271 | |||||||
| 07-NOV | BHARTIARTL | ICICI Securities | RAISE PT | Buy | 2,430 | +15.9% | |
| India mobile EBITDA grew 11.3% YoY and non‑mobile EBITDA grew 14.5% YoY in Q2FY27 | |||||||
| 07-NOV | HINDALCO | Motilal Oswal | LOWER PT | Buy | 1,180 | +23.2% | |
| 2QFY27 consolidated net sales beat estimates and grew 39% YoY | |||||||
| 06-NOV | M&M | ICICI Securities | LOWER PT | Buy | 3,800 | +15.3% | |
| Auto segment expected to drive growth despite weak tractor demand | |||||||
| 06-NOV | APOLLOHOSP | ICICI Securities | MAINT | Hold | 8,500 | +0.7% | |
| Hospital revenue grew 23% YoY and occupancy rose to 73% despite new bed additions | |||||||
| 06-NOV | HINDALCO | ICICI Securities | MAINT | Buy | 1,200 | +25.3% | |
| Novelis Q2FY27 adjusted EBITDA was USD 508 mn, up 20% YoY | |||||||
| 06-NOV | BRITANNIA | Prabhudas Lilladher | LOWER PT | Buy | 6,046 | +26.2% | |
| EPS estimates for FY28 and FY29 are increased by 2.1% and 3.9% respectively | |||||||
| 06-NOV | APOLLOHOSP | Prabhudas Lilladher | RAISE PT | Buy | 10,500 | +24.3% | |
| Consolidated EBITDA grew 29% YoY to INR 11.9bn, in line with estimates | |||||||
| 06-NOV | M&M | Prabhudas Lilladher | LOWER PT | Buy | 3,860 | +17.1% | |
| Standalone revenue grew 27.1% YoY to INR424.8bn, beating estimates | |||||||
| 05-NOV | ZYDUSLIFE | Choice Institutional Equities | INIT | Buy | 1,400 | +17% | |
| Revenue grew 29.2% YoY to INR 79,096 Mn, beating the CIE estimate of INR 70,764 Mn | |||||||
| 05-NOV | ZYDUSLIFE | Prabhudas Lilladher | LOWER PT | Accumulate | 1,191 | −0.5% | |
| Revenue grew 29% YoY to INR 79bn, beating estimate by 5% | |||||||
| 05-NOV | MOTHERSON | ICICI Securities | RAISE PT | Buy | 205 | +22.4% | |
| Operating performance was below estimates but the global commercial vehicle volume outlook remains healthy | |||||||
| 05-NOV | CUMMINSIND | Prabhudas Lilladher | UPGRADE | Buy | 5,334 | +31.1% | |
| 05-NOV | APOLLOHOSP | Motilal Oswal | RAISE PT | Buy | 10,400 | +24.4% | |
| Revenue was in line with estimates and EBITDA/PAT beat expectations by 6%/5% | |||||||
| 05-NOV | TORNTPHARM | Geojit Financial Services | INIT | Buy | 5,581 | +18.3% | |
| Consolidated revenue grew 50.8% YoY to Rs 4,979cr, driven by JB Pharma inclusion and strong branded formulations | |||||||
| 05-NOV | TITAN | Prabhudas Lilladher | LOWER PT | Accumulate | 5,330 | +10.3% | |
| Jewellery demand remains healthy with margin guidance around 11% | |||||||
| 04-NOV | SBIN | Moneycontrol | INIT | Buy | 1,200 | +22.6% | |
| Core PPoP was in‑line and NIM improved 8bps QoQ to 2.94% | |||||||
| 04-NOV | SBIN | Emkay Global Financial Services | INIT | Buy | 1,350 | +37.9% | |
| PAT of Rs230bn aligns with estimates and includes a one‑off stake sale gain of ~Rs72.8bn | |||||||
| 04-NOV | SBIN | ICICI Securities | MAINT | Buy | 1,300 | +32.8% | |
| Q2FY27 profit rose 14% YoY to INR 230bn driven by 17% core PPOP growth | |||||||
| 04-NOV | POWERGRID | ICICI Securities | LOWER PT | Buy | 350 | +33.6% | |
| Transmission tailwinds remain strong with TBCB awards crossing INR 3.4trn over the last 30 months | |||||||
| 04-NOV | MAXHEALTH | Moneycontrol | INIT | Buy | 1,080 | +16.6% | |
| EBITDA grew 18% YoY to INR 8.2bn, beating estimates of INR 7.9bn | |||||||
| 04-NOV | MAXHEALTH | ICICI Securities | RAISE PT | Buy | 1,300 | +40.4% | |
| Revenue and EBITDA grew about 18% YoY in Q2FY27 | |||||||
| 04-NOV | BEL | Moneycontrol | INIT | Buy | 490 | +23.4% | |
| Revenue grew 26.5% YoY to INR72.9bn in Q2FY27 | |||||||
| 04-NOV | BEL | ICICI Securities | INIT | Buy | 446 | +12.3% | |
| Q2FY27 revenue, EBITDA and PAT beat estimates, showing strong execution | |||||||
| 03-NOV | POWERGRID | Moneycontrol | INIT | Buy | 321 | +23.5% | |
| Capex guidance for FY27 raised to INR 370–400bn and FY28/29 expected around INR 400bn per year | |||||||
| 03-NOV | MAXHEALTH | Choice Institutional Equities | INIT | Buy | 1,160 | +29.8% | |
| Revenue grew 18.4% YoY to INR 30.5 bn beating the CIE estimate of INR 30.0 bn | |||||||
| 03-NOV | MAXHEALTH | Anand Rathi | LOWER PT | Buy | 1,200 | +34.2% | |
| Revenue and EBITDA grew 18% year‑on‑year in Q2FY27 | |||||||
| 03-NOV | SBILIFE | ICICI Securities | LOWER PT | Buy | 2,217 | +31.5% | |
| H1FY27 APE, VNB and PAT grew 18.4%, 18.9% and 17.0% YoY | |||||||
| 03-NOV | MUTHOOTFIN | ICICI Securities | UPGRADE | Buy | 3,070 | +21.8% | |
| Muthoot Finance delivered strong execution with H1 AUM of INR 2.1trn, a 15.1% increase from FY26 | |||||||
| 03-NOV | BEL | Motilal Oswal | RAISE PT | Buy | 540 | +42.2% | |
| Revenue, EBITDA and PAT in 2QFY27 exceeded the broker's estimates | |||||||