India revenue growth accelerated to 35% YoY driven by robust same-store sales growth and store additions, while Lenskart's international business delivered a strong quarter.
Based on HDFC Securities' target prices and closing prices, Eureka Forbes offers the highest potential upside of about 67%among the covered stocks, followed by SBI with 35% and , BEL with 30% and KEC International's target price implies a potential upside of 19%.
Despite continued near-term headwinds from the Middle East airspace disruptions, high fuel costs, and INR depreciation, domestic brokerage firm Motilal Oswal remained confident in IndiGo's growth strategy, anchored by India's strong domestic demand base and steadily expanding international network.
Motilal Oswal expects Emcure to deliver a revenue CAGR of 15.2% over FY26-28E, driven by stable growth across segments, with domestic formulation and international business projected to grow at a CAGR of 12.4% and 17.4%, respectively.
Check out top stocks under brokerages' radar heading into trade today.
Motilal Oswal believes Molbio's successful diversification beyond TB, stronger international adoption and improving cash conversion could support a re-rating, while dependence on government orders and elevated working capital remain key risks.
Nirmal Bang's medium-term outlook on Suprajit Engineering remains positive, supported by a favorable shift toward international markets, with global revenue contribution targeted at more than 60% and increasing adoption of higher-value, EV-agnostic products.
Emcure's combination of a diversified domestic franchise, scalable international platforms, proven M&A execution and multiple complex -product opportunities offer a stronger and more diversified growth profile, adds the brokerage.
Motilal Oswal likes IndiGo for its unmatched domestic network leadership, rapidly expanding international presence, industry-leading cost structure, robust fleet expansion pipeline, and multiple growth levers such as premiumisation, expansion in cargo and acceleration in loyalty, which position the company for continued market share gains and healthy earnings growth i...
IDBI Capital retained Hold on Surya Roshni with a target price of Rs 225, downgraded Ddev Plastiks to Hold from Buy.
Siemens India, Zydus Lifesciences, Manappuram Finance, Kalpataru Projects International, Astra Microwave Products, KEC International, Dilip Buildcon and Greenpanel Industries are in focus after their June-quarter earning.
Navin Fluorine International remained in focus after IDBI Capital said the specialty chemicals maker is well-positioned for future growth, driven by robust momentum across its High Performance Products (HPP), Specialty Chemicals and CDMO businesses.
Given the improving operating performance, sustained KFC momentum and potential merger benefits, Motilal Oswal has maintained its Buy rating on Devyani International.
Check out top stocks under brokerages' radar heading into trade today.
Varun Beverages' ramp-up of international operations, recovery in Zimbabwe, and expansion of the snacks business are expected to support revenue growth and margins, adds Motilal Oswal.
Structural tailwinds in the MF industry, coupled with increasing diversification into international, issuer solutions, alternates and pension businesses, are expected to drive KFin's long-term growth, believes the brokerage.
Coromandel's current valuation does not fully capture the long-term benefits of its capacity expansion, portfolio diversification and increasing share of value-added businesses, offering an attractive risk-reward opportunity for investors with a medium- to long-term investment horizon, believes the brokerage.
Nirmal Bang expects Cipla to deliver a 10% revenue CAGR over FY26-FY28E, underpinned by a stronger US pipeline, resilient domestic franchise, and healthy international execution.
Despite continued near-term headwinds from the Middle East airspace disruptions, high fuel costs, INR depreciation, and higher damp-lease exposure, Motilal Oswal remains confident in IndiGo's growth strategy, anchored by India's strong domestic demand base and steadily expanding international network.
A sustained outsourcing momentum pick-up by mid-market enterprises, continues to remain a sweet spot for R Systems to drive high-quality outcomes, adds the brokerage.
The brokerage highlighted that KSH is well positioned to benefit from a multi-year upcycle in India's transmission and distribution sector, driven by electrification, industrialisation and rising power demand.
The brokerage remains optimistic on IndiGo for its unmatched domestic network leadership, rapidly expanding international presence, industry-leading cost structure, robust fleet expansion pipeline, and multiple growth levers, which positions the company for continued market share gains and healthy earnings growth in the medium term.
IndiGo's FY26 result has underlined that demand remains strong, despite a host of challenges spanning internal, external disruptions and cost escalations throughout the year, which reinforces brokerage's positive thesis on the company.
HDFC Securities, in its latest Q4 results review, has shared a mixed outlook across a wide set of stocks including Amber Enterprises, Deepak Nitrite, KEC, Balaji Amines, Greenpanel, Neogen, Symphony with clear stock-specific calls spanning Buy, Add and Reduce ratings along with revised target prices.
| Delhi | 9818153006 |
| Bangalore | 9663798026 |
| Chennai | 9354937428 |
| Hyderabad | 9640433473 |
| Kolkata | 8287969740 |
| Mumbai | 8287969735 |
| Patna | 8287969768 |
| Rishikesh | 7055016761 |
| Kochi | 8595628608 |
Gurgaon, 48 Paras Trade Centre, Gwal Pahari, Gurgaon – 122003
Contact Number: 07838371356
Spicer College Road, Ward No. 8, Siddarth Nagar Society, Aundh, Pune, Maharashtra 411007
Contact Number: +91-9765999500
Bangalore
Contact Number: 8884784742
No. 38 Malony Road, T. Nagar, Chennai – 600 017
Contact Number: 044-40404444
Ranchi
Contact Number: +91 651 2481777
A-2, Vijay Path, Tilak Nagar, Jaipur, Rajasthan 302004
Drop Location: Survey No. 166, Kathputali Nagar, Amrudo Ka Bagh, Near. Seva Sadan, Jyoti Nagar, Jaipur, Rajasthan 302005
Shimla
Contact Number: 91-9816999599
Goa
Contact Number: 94233 11180
#4-1-21, Prayas Institute for Social Development, Champa Estate, Boggulakunta, Tilak Road, Abids, Hyderabad -1 Andhra Pradesh
Contact Number: 9866335488
Email: somanynirvaan@gmail.com
Contact Number: 9810374489
Balaji Nagar 4th Lane, Ghorpadi Gaon, Pune 411001
Contact Number: +91 9022263428


