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| Date | Report Title | Sectors | Analyst | Action |
|---|---|---|---|---|
| Mar 11 2026 |
Braving the storm
As war clouds darken and the tech bubble floats precariously, the markets are navigating a rough patch. The shocks was two-fold – the first involved the launch of Anthropic, an AI tool that that threa
|
Mirae Asset Research Team | ||
| Mar 10 2026 |
Laying a strong growth roadmap
Consolidated PAT to post a 24% CAGR over FY25–28E. Consequently, we maintain a positive outlook with an unchanged SoTP-based price target of Rs. 407 (upside of 23%).
|
Vijay Singh Gour | ||
| Mar 09 2026 |
RARE acquisition marks asset-light foray in experiential leisure space
Stock has corrected 26% from recent highs and trades at 7x/6x/5x its FY26E/FY27E/FY28E EV/EBITDA, respectively. We stay Positive and expect a 54% upside.
|
Kruttika Prabhudesai | ||
| Mar 05 2026 |
Powergen biz driving demand
Given a rise in domestic demand on explosive growth through data center business and gradual improvement in exports business, we maintain a Buy rating with a PT of Rs 5,550.
|
Ankit Soni | ||
| Feb 27 2026 |
Q3FY2026 Pharmaceutical Results Review
Robust Q3; Outlook Positive on CDMO and complex drugs
|
Thomas Abraham | ||
| Feb 26 2026 |
Capacity expansions to spur growth
At CMP, Gravita trades at a 33x/27x multiple on FY27E/FY28E EPS. We maintain a Buy rating with a PT of Rs. 2,000 (28x on FY28E EPS).
|
Netra Deshpande | ||
| Feb 25 2026 |
Q3FY2026 NBFCs, Insurance, AMCs, and Diversified Financials Results Review
NBFCs and AMCs; Resilient Q3, HFC underperformed, Insurance: Mix Q3
|
Vijay Singh Gour | ||
| Feb 25 2026 |
All-round growth: Valuation uptick eyed
We value the stock at 20x, marginally above the five-year average one-year fwd P/E on FY28E EPS of Rs.49.5 and assign HOLD with a price target of Rs. 990.
|
Thomas Abraham | ||
| Feb 25 2026 |
Formulations business enlivens Q3
We value the stock at 45x, ~10% above its 5-year avg – one yr forward rating of 41.2x, on FY28E EPS of Rs. 38.4 and retain a Buy rating with a PT of Rs. 1,726.
|
Thomas Abraham | ||
| Feb 24 2026 |
Q3FY2026 Consumer Goods Results Review
On a recovery path
|
Kruttika Prabhudesai | ||
| Feb 23 2026 |
Q3FY2026 Capital Goods and Power Results Review
Performance in-line, overshadowed by related news flows
|
Ankit Soni | ||
| Feb 23 2026 |
Soft Q3
PFC-REC merger to create a stronger, unified balance sheet that enables larger-scale financing. We thus stay Positive on REC with an unchanged PT of Rs. 450.
|
Vijay Singh Gour | ||
| Feb 23 2026 |
Novo phase-out a near-term blip; outlook healthy
We roll forward our valuation to FY28E and value stock at 37x on FY28E EPS of Rs. 889.1, arriving at a PT of Rs. 30,715.
|
Thomas Abraham | ||
| Feb 20 2026 |
Power financing titan on anvil
GNPA fell to 1.64% (down 104 bps y-o-y and 23 bps q-o-q) and NNPA reaching a lean 0.24% due to resolution of debt on a specific case.
|
Vijay Singh Gour | ||
| Feb 20 2026 |
Soft Q3; improving outlook
Stock trades at 52x/49x/44x its FY26E/FY27E/FY28E EPS, respectively. We retain a Buy with a revised PT of Rs. 2,750.
|
Kruttika Prabhudesai | ||
| Feb 20 2026 |
Banking
Q3FY26: PSBs Lead the Charge, Systemic Stress Recedes
|
Banks | Sameer Suhas Sawant | |
| Feb 20 2026 |
IT
Solid quarter in a soft season, AI Panic push stocks to multi-year low valuation
|
IT & ITES | Manav Medewala | |
| Feb 20 2026 |
Cement
Weak Q3 pricing impacted realizations, while volumes remained good
|
Cement | Akshay Raghunath Shetty | |
| Feb 20 2026 |
Mixed Q3, capex woes to cloud near term
We value the stock near its five-year average 1-yr forward P/E of 26x and retain a Hold rating with PT of Rs. 250.
|
Thomas Abraham | ||
| Feb 20 2026 |
Steady Q3; Outlook positive
We maintain a Buy with an unchanged PT of Rs. 891. Stock trades at 25x/21x/18x its FY26E/FY27E/FY28E EV/EBITDA, respectively.
|
Kruttika Prabhudesai | ||
| Feb 20 2026 |
Scaling new heights
We stay positive and revise PT to Rs. 260 on strong AUM/PAT CAGR, robust sanction pipeline, continued asset quality improvement and growth in ROE. Stock trades on 1.4x FY2028 BV.
|
Vijay Singh Gour | ||
| Feb 19 2026 |
Margins drag Q3; outlook cautious
Stock has corrected 22% over the past three months and trades at 25x/23x/20x its FY26E/FY27E/FY28E EPS, respectively. We maintain Buy with a revised PT of Rs. 315.
|
Kruttika Prabhudesai | ||
| Feb 19 2026 |
Steady Q3; growth outlook intact
Stock trades at 47x/36x/29x its FY26E/FY27E/FY28E EPS, respectively. We stay Positive on the stock with an upside of 25% in 12 months.
|
Kruttika Prabhudesai | ||
| Feb 19 2026 |
Better margins drive Q3; outlook improving
Stock trades at 30x/27x/24x its FY26E/FY27E/FY28E EPS, respectively. We maintain Buy on the stock with a revised PT of Rs. 1,350.
|
Kruttika Prabhudesai | ||
| Feb 19 2026 |
Execution holds key post merger
We value the stock at 40x on FY28E EPS and retain a Buy rating with a PT of Rs. 466.
|
Thomas Abraham | ||
| Feb 18 2026 |
Robust Q3, awaiting acquisition synergies
We roll forward our valuation to FY28E and value stock at 40x on FY28E EPS of Rs. 118.4 and retain a Buy with a revised PT of Rs. 4,735.
|
Thomas Abraham | ||
| Feb 18 2026 |
Capacity additions to drive growth
We maintain a Buy rating with a revised PT of Rs. 430. Valuation of 1.6x/1.5x its FY27E/28 P/BV is reasonable given strong long-term growth prospects; Stock offers a decent dividend yield as well.
|
Ankit Soni | ||
| Feb 18 2026 |
Investor AI Day – Embracing the opportunities
Infosys is successfully bridging AI adoption gap for clients to make enterprise projects successful; it is transforming AI from commodity to defensible service.
|
Manav Medewala | ||
| Feb 17 2026 |
Paints biz in focus; long-term outlook robust
We retain a Buy with a revised SOTP-based PT of Rs. 3,424 as paints business’ momentum and operating leverage improves.
|
Akshay Raghunath Shetty | ||
| Feb 17 2026 |
Weak Q3; yet production and offtake recovering
Employee cost fell 3%, aided by 4% y/y manpower reduction.
|
Netra Deshpande | ||
| Feb 17 2026 |
Continuing the growth momentum every quarter
We roll forward our valuation to FY28E and retain a Buy rating and value the stock at P/E of 25x, arriving at a PT of Rs. 2,542.
|
Thomas Abraham | ||
| Feb 17 2026 |
One-offs hit Q3; medium-term outlook bright
We stay Positive and expect an upside of 40% in LTHL. Stock trades at 14x/12x/11x its FY26E/27E/28E EV/EBIDTA, respectively.
|
Kruttika Prabhudesai | ||
| Feb 17 2026 |
Strong Q3; momentum to sustain
Stock trades at 15x/14x/14x its FY26E/FY27E/FY28E EV/EBIDTA, respectively. We stay Positive and expect an upside of 27% over the next 12 months.
|
Kruttika Prabhudesai | ||
| Feb 16 2026 |
Execution to be the key growth driver
We stay Positive and expect an upside of 26% factoring a revenue/ PAT CAGR growth of 23%/18%, respectively.
|
Ankit Soni | ||
| Feb 16 2026 |
Capex plans to power growth
Strong capex expectations brightens earnings visibility. Hence, we maintain a Buy with an unchanged PT of Rs. 350. At CMP, it trades at 2.4x/2.2x its FY27/28 P/BV.
|
Ankit Soni | ||
| Feb 16 2026 |
On a sustained growth path
We value the stock at 34x on FY28E EPS of Rs. 57.9x and retain a Buy with a PT of Rs.1,968.
|
Thomas Abraham | ||
| Feb 16 2026 |
Growth streak persists
We value stock at 51x on FY28E EPS of Rs. 140.3 to arrive at a PT of Rs. 7,206 and retain a Buy rating.
|
Thomas Abraham | ||
| Feb 16 2026 |
Structural Moats Intact
We maintain a Buy rating but reduce PT to Rs 1,400 on AI-driven IT hiring uncertainty, but stay positive given structural drivers for Naukri biz, better B2C monetization and JobHai’s blue-collar leade
|
Manav Medewala | ||
| Feb 13 2026 |
High-end products to drive growth
We expect the company to maintain a strong long-term growth trajectory. Stock is reasonably valued at a P/E of 23/19x its FY2026/2027E earnings on CMP.
|
Ankit Soni | ||
| Feb 13 2026 |
Strong order book to drive growth
We maintain a Buy with an revised PT of Rs. 1,800, valuing it at 21x its FY28 EPS. The stock trades at a P/E of ~21x/18x its FY27E/28E EPS.
|
Ankit Soni | ||
| Feb 13 2026 |
Recovering order inflows- Maintaining Hold
We maintain a Hold rating; stock price already factors in investments in green energy. Stock trades at ~38x/29x its FY2027E and FY2028E EPS.
|
Ankit Soni | ||
| Feb 13 2026 |
Healthy Q3; stable margins to aid recovery
Stock trades at 55x/47x/41x its FY26E/FY27E/FY28E EPS, respectively. We maintain Buy on the stock with a revised PT of Rs. 7,090.
|
Kruttika Prabhudesai | ||
| Feb 13 2026 |
Robust Q3; outlook bright
Stock trades at 72x/59x/49x its FY26E/FY27E/FY28E earnings, respectively. We maintain a Buy with a revised PT of Rs. 4,950.
|
Kruttika Prabhudesai | ||
| Feb 12 2026 |
Plywood, MDF segments hold key to growth
We retain a Buy with a PT of Rs. 906, on strong multi-year earnings visibility led by capacity ramp-ups, improving product mix and robust cash generation.
|
Akshay Raghunath Shetty | ||
| Feb 12 2026 |
Outlook remains strong
We maintain a Buy with a revised PT of Rs 1,450. Stock is valued at ~14x/11x FY27E/28E P/E. Key catalysts include asset monetization and reduced promoter pledges.
|
Ankit Soni | ||
| Feb 12 2026 |
Structural story intact, growth trajectory encouraging
Q4FY26 likely to be healthy in terms of growth; long-term guidance remains well above industry. We maintain a Buy with a revised PT of Rs. 2,100.
|
Sameer Suhas Sawant | ||
| Feb 12 2026 |
All-round Q3
Based on recent performance and guidance we raise our estimates expect a 26%/53% CAGR in revenue/PAT (for FY25-28E). We maintain a Buy rating with a PT of Rs 9,500.
|
Ankit Soni | ||
| Feb 12 2026 |
Lower credit costs, asset quality fuel profits
We maintain a Buy rating with an unchanged PT of Rs. 200 as the stock trades on cheap valuation (0.5x FY28E BV), stabilising MFI industry, focus on revenue diversification, improvement in asset qualit
|
Vijay Singh Gour | ||
| Feb 12 2026 |
Strong Q3
Stock trades at 21x/18x/15x its FY26E/FY27E/FY28E consolidated EV/EBIDTA, respectively. We maintain a Buy rating with a revised PT of Rs. 700.
|
Kruttika Prabhudesai | ||
| Feb 11 2026 |
Good Q3; eyeing better prospects ahead
Stock trades at 25x/23x/21x its FY26E/FY27E/FY28E EPS, respectively. We maintain a Buy with an unchanged PT of Rs. 645.
|
Kruttika Prabhudesai | ||
| Feb 11 2026 |
Steady growth momentum
Stock trades at 44x/36x its CY26E/CY27E EPS, respectively. We stay Positive and expect an upside of 27% over the next 12 months.
|
Kruttika Prabhudesai | ||
| Feb 10 2026 |
Long-term outlook intact
We retain a Buy rating with a PT of Rs. 1,350, supported by a healthy earnings growth trajectory in 2–3 years.
|
Akshay Raghunath Shetty | ||
| Feb 10 2026 |
Spotting the silver lining
January yet again tested the markets’ resilience, with the benchmark indices consolidating ahead of the Big B, the Union Budget.
|
Mirae Asset Research Team | ||
| Feb 10 2026 |
Mixed Q3; long-term outlook intact
Stock trades at 44x/25x/22x its FY26E/FY27E/FY28E EPS, respectively. We maintain a Buy with an unchanged PT of Rs. 552.
|
Kruttika Prabhudesai | ||
| Feb 10 2026 |
Healthy topline, long-term outlook positive
BSE is well-positioned for sustained high revenue and margin growth. We maintain our positive view on the stock with a revised PT of Rs 3,600.
|
Sameer Suhas Sawant | ||
| Feb 10 2026 |
Steady Q3, ARPU improves further
Pending tariff repair, faster 5G monetisation, expansion into high-growth adjacencies (cloud, cybersecurity, AI infrastructure partnership with Google), and potential AGR relief similar to Vodafone Id
|
Manav Medewala | ||
| Feb 10 2026 |
Steady Q3; Margin recovery ahead
Stock trades at 55x/45x/40x its FY26E/FY27E/FY28E EPS, respectively. We retain a Buy rating on the stock with a revised PT of Rs. 890.
|
Kruttika Prabhudesai | ||
| Feb 09 2026 |
Strong momentum continues, solid line-up for CY26
With a strong 2026 lineup (Dhurandhar-2, Toxic, Ramayan, others), we expect higher occupancy, improved ATP and stable margins.
|
Manav Medewala | ||
| Feb 09 2026 |
On a strong growth trajectory
We remain positive with an unchanged PT of Rs.149, driven by strong margin expansion led by value-added products and better operating leverage.
|
Akshay Raghunath Shetty | ||
| Feb 09 2026 |
Strong Q3; momentum to sustain
Stock trades at 17x/12x/9x its FY26E/FY27E/FY28E EV/EBIDTA, respectively. We stay Positive with an unchanged PT of Rs. 2,810.
|
Kruttika Prabhudesai | ||
| Feb 09 2026 |
Bright times ahead
We maintain a Buy with an unchanged PT of Rs. 1,852, supported by stabilising polymer prices and improving demand outlook.
|
Akshay Raghunath Shetty | ||
| Feb 09 2026 |
PAT peaks on strong operations
We maintain a Buy rating on stock with a revised PT of Rs1260.
|
Sameer Suhas Sawant | ||
| Feb 09 2026 |
5 Curated Stock Ideas for February 2026
As markets navigate to eye a silver lining post the Budget and US-India trade deal, here are five stocks that could add a spark to your portfolio.
|
Mirae Asset Research Team | ||
| Feb 06 2026 |
Positioned for Strong Growth Ahead
Consolidated net revenues rose 9.6% y-o-y to Rs. 223 crore. Operating profit rose 46.5% y-o-y to Rs. 42.2 crore, while adjusted net profit increased 68.6% y-o-y to Rs. 21 crore.
|
Akshay Raghunath Shetty | ||
| Feb 06 2026 |
Outperforming curve; Strategic surge
AUM (NBFC+HFC) reached Rs. 190,386 crore (up 30.3% y-o-y, 7% q-o-q) with sharp improvements in asset quality and RoA.
|
Vijay Singh Gour | ||
| Feb 06 2026 |
Core business to drive growth
Revenue stood at Rs. 260 crore, up 13.2% q-o-q (music-led) but down 46.1% y-o-y due to a 92% slump in events from one-off mega tours in Q3FY25.
|
Manav Medewala | ||
| Feb 06 2026 |
Short-term headwinds loom large
Revenue grew 24% y-o-y, beating estimates. Exports surged 54%, offsetting a 6% domestic dip. Operating profits rose 23%, though margins slightly contracted by 16bps to 21.5%.
|
Ankit Soni | ||
| Feb 06 2026 |
Good Q3; multiple growth drivers in place
TCPL’s Q3FY26 numbers were good with revenue/adjusted PAT rising 15%/23% y-o-y, respectively.
|
Kruttika Prabhudesai | ||
| Feb 06 2026 |
RBI maintains status quo
Policy is neutral for lenders, as RBI looks to ensure full transmission of earlier measures rate cuts.
|
Sameer Suhas Sawant | ||
| Feb 06 2026 |
Muted quarter- positive outlook
We see the business to benefit from data centers, healthcare, infrastructure, and real estate. We maintain a Buy rating with a PT of Rs 4,950.
|
Ankit Soni | ||
| Feb 05 2026 |
On a strong growth path
Stock trades at 57x/43x/31x its FY26E/FY27E/FY28E earnings, respectively. We stay Positive and revise PT to Rs. 715.
|
Kruttika Prabhudesai | ||
| Feb 05 2026 |
Capacity expansion remains intact
We retain our BUY rating on JK Lakshmi Cement while revising our target price downward to Rs. 930, reflecting moderation in near-term performance versus our earlier estimates.
|
Akshay Raghunath Shetty | ||
| Feb 05 2026 |
Revenue moderation continues; margins shine
We maintain a Buy with a revised SOTP-based PT of Rs. 5,220.
|
Kruttika Prabhudesai | ||
| Feb 05 2026 |
One-offs hit bottomline, respectable on growth front
Results bode well for growth and we maintain a Buy rating with an unchanged PT of Rs. 2450.
|
Vijay Singh Gour | ||
| Feb 05 2026 |
Multiple growth tailwinds
Stock has corrected 14% from recent highs and trades at 8x/7x/6x its FY26E/FY27E/FY28E EV/EBITDA, respectively. We stay Positive with a 43% upside.
|
Kruttika Prabhudesai | ||
| Feb 05 2026 |
Core growth steady, one-offs hit profit
We maintain a Buy rating with an unchanged PT of Rs. 1,125. The stock trades at 4.5x and 3.7x of its FY27 and FY28 BV.
|
Vijay Singh Gour | ||
| Feb 04 2026 |
Poised for a launch spree
We maintain a Buy with a revised PT of Rs. 450, supported by a strong launch pipeline and faster growth in the industrial & logistics segment.
|
Akshay Raghunath Shetty | ||
| Feb 04 2026 |
The Tide’s Turning
Following the 2026 Union Budget and pivotal US-India trade developments, the Indian equity market is transitioning from the turbulence of 2025 toward long-term capacity building.
|
Mirae Asset Research Team | ||
| Feb 03 2026 |
Strong performance on all fronts
We upgrade our rating to Buy from Hold with a revised PT of Rs. 350.
|
Sameer Suhas Sawant | ||
| Feb 03 2026 |
Tepid Q3, asset quality strengthens
we maintain a Neutral rating with a revised PT of Rs. 565, as strategic initiatives may take time to drive meaningful growth of earnings.
|
Vijay Singh Gour | ||
| Feb 03 2026 |
Muted Q3, order prospects strong
Stock trades at 14x/12x its FY2027/FY2028 EPS, respectively. We retain a Buy with a revised PT of Rs. 830.
|
Ankit Soni | ||
| Feb 03 2026 |
Strong demand to pave growth for earning
Management eyes a 19-20% organic revenue and 23-25% EBITDA growth. We model a revenue growth of 19.3% CAGR (FY26–FY28E), apply a 45x FY28 P/E, with a Rs. 2,100 price target.
|
Manav Medewala | ||
| Feb 02 2026 |
Weak revenue and margin dents performance
We have trimmed our FY27-28-E estimates and roll forward our estimates to Mar-28, with a P/E of 28x and arrive at a price target of 965.
|
Manav Medewala | ||
| Feb 02 2026 |
Volumes shine; margins miss the mark
Stock trades at 77x/64x/55x its FY26E/FY27E/FY28E EPS, respectively. We maintain a Buy rating with a revised PT of Rs. 1,500.
|
Kruttika Prabhudesai | ||
| Feb 02 2026 |
In-line Q3, expect better Q4
We maintain a Buy rating with PT of Rs. 1,900, valuing the stock at 3.1x FY28E Book Value.
|
Vijay Singh Gour | ||
| Feb 02 2026 |
Positive outlook amid headwinds
Stock trades at 48x/40x its FY2027/FY2028 EPS, respectively. We retain a Buy rating and for a revised PT of Rs. 2,100.
|
Ankit Soni | ||
| Feb 02 2026 |
Asset Stress in Micro LAP impacted Q3 Performance
we stay positive on the stock with a PT of Rs. 550 as most negatives are captured in the stock price.
|
Vijay Singh Gour | ||
| Feb 02 2026 |
Operationally mixed Bag, healthy on growth and outlook
Net profit rose 4.5% y-o-y to Rs 5055 crore, beating estimates, owing to lower provisions. We maintain a Buy rating with an unchanged PT of Rs 320.
|
Sameer Suhas Sawant | ||
| Feb 01 2026 |
Crafting new age growth story
Budget 2026 marks a clear shift from consumption boost to ensuring fiscal and policy stability, amid uncertain global waters.
|
Mirae Asset Research Team | ||
| Feb 01 2026 |
Crafting new age growth story
Budget 2026 marks a clear shift from consumption boost to ensuring fiscal and policy stability, amid uncertain global waters.
|
Mirae Asset Research Team | ||
| Jan 30 2026 |
Earnings turn positive as execution improves
We maintain a Buy rating with a revised PT of Rs. 400, factoring in downwardly revised estimates.
|
Akshay Raghunath Shetty | ||
| Jan 30 2026 |
Electricals segment led the growth
We retain a Buy with a revised PT of Rs. 430, given its positive business outlook factoring in the strong growth from Electricals and Electronics business.
|
Ankit Soni | ||
| Jan 30 2026 |
Strong show on all fronts
With strong numbers keeping structural story intact, we maintain a Buy with a revised PT of Rs. 1000.
|
Sameer Suhas Sawant | ||
| Jan 30 2026 |
Healthy pre-sales momentum: long-term visibility improves
We maintain a “Positive” view with a revised PT of Rs. 1,400, on strong pipelines and demand.
|
Akshay Raghunath Shetty | ||
| Jan 30 2026 |
Weaker mobile volumes impacted performance
We retain a Buy rating with Rs. 14,500 PT, factoring 31%/38% revenue/PAT CAGR (FY25–28E). Stock trades at 40x/32x on FY26E/FY27E earnings respectively.
|
Ankit Soni | ||
| Jan 30 2026 |
On a recovery path
Stock trades at 42x/39x/36x its FY26E/FY27E/FY28E EPS, respectively. We maintain a Buy with a revised PT of Rs. 2,460.
|
Kruttika Prabhudesai | ||
| Jan 30 2026 |
Healthy Cigarette and FMCG biz performance
Stock trades at 20x/18x/17x its FY26E/FY27E/FY28E EPS, respectively. We maintain a Buy with a revised PT of Rs. 400.
|
Kruttika Prabhudesai | ||
| Jan 29 2026 |
Robust Q3, asset quality improved
Stock trades at reasonable valuations. We maintain a Buy with an unchanged PT of Rs. 435 on improvement in NIMs, steady asset quality and return ratios.
|
Vijay Singh Gour | ||
| Jan 29 2026 |
Strong order prospects buoy growth momentum
Future order pipeline looks promising with large orders such as QRSAM and MRSAM are to be awarded in the coming years. we retain a Buy rating with revised PT of Rs. 525
|
Ankit Soni | ||
| Jan 29 2026 |
Remarkable order inflows
We maintain a Buy with an revised PT of Rs. 4,700, considering strong order prospects and healthy earnings growth outlook. Order prospects pipeline at Rs 5.9 lakh crore.
|
Ankit Soni | ||
| Jan 29 2026 |
Organic and Inorganic growth to drive earnings
We roll forward valuations to Dec-27; maintain PT at Rs 450 at 18x P/E multiple with a buy rating.
|
Manav Medewala | ||
| Jan 29 2026 |
Navigating headwinds, growth likely post Q2FY27
We maintain a Buy and raise PT to Rs. 465 (20x P/E). Company’s success depends on converting deal wins into timely revenue.
|
Manav Medewala | ||
| Jan 28 2026 |
Near-term stress, valuations attractive in long run
We believe valuations are attractive at current levels. We recommend Buy with a PT of Rs. 1,585.
|
Thomas Abraham | ||
| Jan 28 2026 |
Soft Q3; demand to improve gradually
Stock trades at 54x/48x/42x its FY26E/FY27E/FY28E EPS, respectively. We maintain Buy on the stock with a revised PT of Rs. 3,105.
|
Kruttika Prabhudesai | ||
| Jan 28 2026 |
Launches paused in Q3; activity to resume in Q4
The company is confident to achieve its full year pre-sales guidance of Rs. 20,000 crore (80% already done). Exit rental expected Rs.6400 for FY26.
|
Akshay Raghunath Shetty | ||
| Jan 28 2026 |
Persistent Ad Weakness; Margin Recovery Slower than Guided
Court case v/s Jio also represents operational uncertainty. Hence, we revise our price target to Rs. 1111
|
Manav Medewala | ||
| Jan 28 2026 |
Q3 growth momentum aligns with expansion plans
At CMP, JSTL trades at current valuation of 9.1x/8.2x for FY27E/FY28E EV/EBITDA. We upgrade our rating to BUY with a PT of Rs. 1360.
|
Netra Deshpande | ||
| Jan 27 2026 |
India and AUM drive Q3; Indonesia stabilising
Stock trades at 54x/45x/39x its FY26E/FY27E/FY28E EPS, respectively. We maintain a Buy with a revised PT of Rs. 1,460.
|
Kruttika Prabhudesai | ||
| Jan 27 2026 |
Generics drive growth in Q3, Awaiting further scale up in CDMO
With improving asset utilisations, we value the stock at 47x on FY28E earnings of 23.4 and retain the Hold rating with a PT of Rs.1,101.
|
Thomas Abraham | ||
| Jan 27 2026 |
Guidance raised; demand, margin drivers intact
We maintain a Buy rating with a revised target price of Rs 2,460, driven by higher guidance, capacity ramp-up, and structural demand.
|
Akshay Raghunath Shetty | ||
| Jan 27 2026 |
Leadership change surprises, though outlook remains positive
Aseem Dhru, CEO & MD has stepped down, but we do not see any significant impact of the same in the medium to long term. We stay positive on the stock with a revised PT of Rs. 110.
|
Vijay Singh Gour | ||
| Jan 27 2026 |
Strong Q3; momentum here to stay
Stock trades at 70x/53x/43x its FY26E/FY27E/FY28E earnings, respectively. We retain a Buy with an unchanged PT of Rs. 3,840.
|
Kruttika Prabhudesai | ||
| Jan 27 2026 |
Robust Q3 beats estimates
We maintain a Buy with a revised price target of Rs. 14,800, backed by strong growth visibility and margin recovery.
|
Akshay Raghunath Shetty | ||
| Jan 27 2026 |
Decent Q3, long-term outlook stable
Bank is well capitalized with broadly stable operating metrics; we maintain BUY rating with revised PT of Rs1490.
|
Sameer Suhas Sawant | ||
| Jan 27 2026 |
Operationally stable, unsecured NPAs easing
Overall numbers for Q3FY26 were steady and we maintain a Buy rating with a PT of 500.
|
Sameer Suhas Sawant | ||
| Jan 23 2026 |
Growth prospects remain intact
Company likely to do well, backed by multiple tailwinds; stock trades at 35x/28x to FY27/FY28 EPS estimates. We maintain a Buy with a PT of Rs. 4,800.
|
Ankit Soni | ||
| Jan 23 2026 |
Solid momentum to drive FY27 growth
We roll forward our valuation to Dec-27 and retain a Buy rating with a price target of Rs. 2,133 at 31x P/E.
|
Manav Medewala | ||
| Jan 23 2026 |
Expected plastic piping to return to normalcy
Recommendation: BUY rating maintained with a revised target price of Rs. 4,200.
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Akshay Raghunath Shetty | ||
| Jan 23 2026 |
Weak Q3, outlook stays positive
We maintain a Positive view with a PT of Rs. 1,050 (1.2x FY28E BV). Stock trades at 1.0x FY28E BVPS.
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Vijay Singh Gour | ||
| Jan 23 2026 |
India and Europe outperform, helps negate price erosion in USA
We expect the new launches to become more EPS accretive over the next 6-8 quarters. We value the stock at 18.5x on FY28E EPS of Rs. 71.2, and retain our Hold rating with a PT of Rs. 1,316.
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Thomas Abraham | ||
| Jan 22 2026 |
Growth traction healthy, stable operational performance
We maintain a Buy rating on the stock with a revised PT of Rs. 190.
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Sameer Suhas Sawant | ||
| Jan 22 2026 |
Cost Discipline and Capacity Expansion Remain Intact
We retain a Buy rating with a PT of Rs. 2,550, the stock trades at 14.4x/12.8x/11.6x FY26E/FY27E/FY28E EV/EBITDA, backed by high cost visibility and a strong balance sheet.
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Akshay Raghunath Shetty | ||
| Jan 21 2026 |
Launch deferrals hit Q3; uptick eyed in Q4
We remain positive on the stock, expecting a ~24% upside, supported by strong launch momentum in upcoming quarters, a robust balance sheet, and favourable regional demand tailwinds.
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Akshay Raghunath Shetty | ||
| Jan 21 2026 |
On a strong footing
Valuations are stiff and factor in most positives, hence we maintain our Hold rating on the stock with revised PT of Rs. 1130.
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Sameer Suhas Sawant | ||
| Jan 21 2026 |
Poised to outpace
We have rolled our valuation forward to Dec-27 and applied a P/E multiple of 44x, resulting in an unchanged price target of Rs. 7,295.
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Manav Medewala | ||
| Jan 19 2026 |
Healthy core earnings momentum
Fundamental outlook healthy; valuations factor in positives, maintain HOLD with revised PT of Rs310.
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Sameer Suhas Sawant | ||
| Jan 19 2026 |
Robust deal wins, Sustained margin expansion, Upbeat outlook
We roll forward our valuation to Dec’27 and apply a P/E of 21.0x. Accordingly, we raise our PT to Rs. 2,000 while maintaining a Buy rating.
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Manav Medewala | ||
| Jan 19 2026 |
Reorganising to unlock future value
We stay Positive and expect an upside of 53% in LTHL. Stock trades at 14x/12x/11x its FY26E/27E/28E EV/EBIDTA, respectively.
|
Kruttika Prabhudesai | ||
| Jan 19 2026 |
In-line Q3, outlook stays strong
We maintain a Buy on the stock with a revised PT of Rs. 345, valuing it at 2.4x of FY28 BV.
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Vijay Singh Gour | ||
| Jan 19 2026 |
Loan growth speeding up, operational levers present
Term deposit repricing and improvement in cost ratios to aid healthy levels of PAT, maintain Buy with an unchanged PT of Rs.1150.
|
Sameer Suhas Sawant | ||
| Jan 19 2026 |
Highs, Lows, and Plateaus
Bank poised for steady growth and return ratios, we maintain Buy with an unchanged PT of Rs. 1700.
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Sameer Suhas Sawant | ||
| Jan 16 2026 |
Restructuring to taper near-term growth
Revenues fell 2.8% q-o-q in CC terms, lagging estimates, primarily due to a strategic restructuring under its five-year Lakshya plan
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Manav Medewala | ||
| Jan 16 2026 |
Margins stable, awaiting catalysts for future growth
We maintain a PT of Rs. 285 and Hold rating; after the recent rally, CMP has priced in current catalysts, with further upside requiring clear revenue acceleration.
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Manav Medewala | ||
| Jan 16 2026 |
Stunning volume growth impacted by higher commodity prices
We expect revenue/PAT to clock a CAGR of 23%/29%, respectively from FY25-28, with a good RoCE of 34%. Hence, we maintain a Buy rating with a PT of Rs 8,800.
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| Jan 14 2026 |
Stunner Result, Guidance Raised & Strong Deal Win
We maintain a Buy rating with a price target of Rs 1,920, valuing the company at 20.6x and 19.2x respectively.
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| Jan 14 2026 |
Respectable Q3 barring one-offs; outlook steady
APE improved, beating our estimates, driven by individual policies.
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Mirae Asset Research Team | ||
| Jan 13 2026 |
On a steady growth path
APE grew 3.6% y-o-y - within which protection APE rose 19% y-o-y, while non-linked APE was up 15.2% y-o-y.
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| Jan 12 2026 |
AI tailwinds brighten growth path
Q3FY26 revenue stood at $3,793 million, up 4.2% q-o-q (+4.8% y-o-y) in CC terms.
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| Jan 09 2026 |
Q3FY2026 NBFCs, Insurance, AMC & Diversified Financials Results Preview
NBFCs and Other diversified financials: Healthy Q3; Insurance and AMCs: Mix Q3
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Mirae Asset Research Team | ||
| Jan 09 2026 |
Q3FY2026 Pharmaceuticals and Healthcare Results Preview
Eyeing a mixed bag Q3
|
Mirae Asset Research Team | ||
| Jan 09 2026 |
Q3FY2026 Consumer Discretionary Results Preview
Some hits; some misses
|
Mirae Asset Research Team | ||
| Jan 09 2026 |
Q3FY2026 Cement Results Preview
Volume-led growth offsets weak pricing
|
Mirae Asset Research Team | ||
| Jan 08 2026 |
Q3FY2026 Consumer Goods Results Preview
Improving volumes as tax disruptions fade; margins recovering
|
Mirae Asset Research Team | ||
| Jan 08 2026 |
Q3FY2026 Capital Goods Results Preview
Sector comfortably placed
|
Mirae Asset Research Team | ||
| Jan 07 2026 |
5 Curated Stock Ideas for January 2026
As we set foot into 2026, here are five stocks to help your portfolio stay afloat
|
Mirae Asset Research Team | ||
| Jan 07 2026 |
Q3FY2026 Banking Results Preview
Growth momentum, stable operating metrics to aid return ratios
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Mirae Asset Research Team | ||
| Jan 06 2026 |
Eyeing volume and store-driven growth
Jubilant Foodworks (JFL) continues to focus on free delivery, loyalty programs, product innovation, value offerings and faster delivery to drive growth.
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| Jan 06 2026 |
Q3FY2026 IT Results Preview
Q3 Muted by Seasonality; Eyes on CY26 Demand Outlook
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Mirae Asset Research Team | ||
| Dec 12 2025 |
On steady growth path
Chalet Hotels has de-risked its portfolio by diversifying in terms of asset class and asset category.
|
Kruttika Prabhudesai | ||
| Dec 12 2025 |
A year of domestic resilience
In 2025, Indian equities navigated a stormy path
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Mirae Asset Research Team | ||
| Dec 11 2025 |
Outlook strong, lending biz returns to pick up
NBFC business’ returns to improve to 2.4% in Q4FY26, and that of HFC business to 2-2.2% in 7-8 quarters.
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Vijay Singh Gour | ||
| Dec 09 2025 |
ICICI Prudential AMC Ltd
ICICI Prudential Asset Management Company (AMC) is set to launch its Initial Public Offering (IPO) of ~ Rs. 10,603 crore (as an OFS).
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Mirae Asset Research Team | ||
| Dec 05 2025 |
‘Growth First’, echoes Mint St
RBI wraps up 2025 with 25-bps repo rate cut, liquidity boosters
|
Mohammed Imran | ||
| Dec 04 2025 |
5 Curated Stock Ideas for December 2025
As curtains prepare to drop on 2025, this edition of Vantage presents five stocks to help your portfolio end the year on a cheery crescendo
|
Mirae Asset Research Team | ||
| Dec 03 2025 |
Rupee set to be Asian laggard
Indian Rupee to be among the worst-performing Asian currencies
|
Mohammed Imran | ||
| Dec 01 2025 |
Q2 GDP at 8.2%; growth momentum affirmed
India’s GDP accelerated sharply, growing at 8.2% in Q2FY26
|
Mohammed Imran | ||
| Nov 26 2025 |
Q2FY2026 Pharmaceuticals and Healthcare Results Review
Robust Q2; Outlook Positive on CDMO and complex drugs
|
Mirae Asset Research Team | ||
| Nov 25 2025 |
Q2FY2026 IT Review Results Review
Demand condition stabilizing, execution up, attractive valuation
|
Mirae Asset Research Team | ||
| Nov 25 2025 |
Tailwinds galore
RBI’s recent regulatory changes to boost growth; improving outlook on NIMs and asset quality,
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Banks | Mirae Asset Research Team | |
| Nov 21 2025 |
Hotels on a strong growth trajectory
Hotel companies’ Q2FY26 was affected by heavy rainfall, a high base, room renovations, domestic air travel slowdown and geopolitical tensions.
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Consumer Discretionary | Mirae Asset Research Team | |
| Nov 13 2025 |
At a crossroads
Multiple tailwinds were at play in October, propelling the Indian stock markets to fresh highs
|
Mirae Asset Research Team | ||
| Nov 13 2025 |
CPI inflation plunges further
CPI inflation rose just 0.25% in October y-o-y, the lowest in the current 2012 series
|
Mohammed Imran | ||
| Nov 07 2025 |
Debuts: 5 Curated Stock Ideas for November 2025
It's time again to give your portfolio that edge, with yet another edition of Vantage.
|
Mirae Asset Research Team | ||
| Oct 29 2025 |
IIP print stays steady
India’s Index of Industrial Production (IIP) rose 4.0% y-o-y in September 2025
|
Mohammed Imran | ||
| Oct 14 2025 |
Diwali Picks - 2025
The Nifty 50 has navigated a year of instability since last Diwali, trading in a narrow range of 24000-25000 and delivering near-zero net returns during the period.
|
Mirae Asset Research Team | ||
| Oct 14 2025 |
CPI inflation slumps to historical low
The benchmark Consumer Price Index (CPI) inflation, plummeted to 1.54% in September 2025
|
Mohammed Imran | ||
| Oct 10 2025 |
Festive cheer beckons
September was a tough month for Indian stock markets, yet resilience was the flavour as the benchmark indices ended the month with modest gains, braving intense global headwinds.
|
Mirae Asset Research Team | ||
| Oct 06 2025 |
LG Electronics India Ltd
LG Electronics Inda Ltd. (LGEIL) is coming up with a book build issue of Rs. 11,605 crore
|
Mirae Asset Research Team | ||
| Oct 03 2025 |
Tata Capital Ltd
Tata Capital Ltd. is coming up with a book build issue of Rs. 15,512 crore.
|
Mirae Asset Research Team | ||
| Sep 22 2025 |
Anand Rathi Share and Stock Brokers Limited
Anand Rathi Share and Stock Brokers Limited (ARSSBL) is an established, over three-decade old, full-service brokerage house in India with over three decades of experience. It operates in highly compet
|
Mirae Asset Research Team | ||
| Sep 11 2025 |
‘G’ for GDP, GST…Good News?
The Indian stock markets climbed a wall of worries in August, with the Nifty and Sensex plummeting after being in the green for the previous four months.
|
Mirae Asset Research Team | ||
| Aug 20 2025 |
Braving multiple headwinds
Globally, as well as at home, the Street’s battling the aftermath of US President Donald Trump’s tariff tantrums.
|
Mirae Asset Research Team | ||
| Jul 28 2025 |
National Securities Depository Limited (NSDL)
NSDL is coming with an IPO of Rs. 4,012 crore that is entirely an offer for sale of 5.01 crore shares
|
Mirae Asset Research Team | ||
| Jul 17 2025 |
Turnaround Times
Indian equities continued to rise for the fourth consecutive month in June, with the Sensex and Nifty rising 2.6-3%
|
Mirae Asset Research Team | ||
| Jun 23 2025 |
HDB Financial Services
HDB Financial is coming with an IPO of Rs. 12,500 crore. The issue is a combination of a fresh issue of Rs. 2,500 crore
|
Mirae Asset Research Team | ||
| Feb 01 2025 |
Focus shifts to consumption
Budget 2025-26 was a well-balanced one, meeting market expectations on fiscal consolidation
|
Mirae Asset Research Team | ||
| Dec 17 2024 |
“It’s just a pause”
Equity markets remained upbeat in CY2024 despite an eventful year with elections in India and the U.S., rising geopolitical conflicts, and beginning of the interest rate reversal cycle.
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Mirae Asset Research Team |
