EQUITIES

Goldman Sachs Sees India Stock Rebound in 2026 After Valuation Correction, Says Earnings to Accelerate to 14%

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Investment bank turns bullish on Indian equities after 2025 underperformance, cites valuation compression to 10-year average, trade deal boost, and expected return of foreign flows as key catalysts Goldman Sachs Asset Management has turned constructive on Indian equities after the market’s underperformance in 2025, citing improved valuations, rebounding corporate earnings, and supportive policy tailwinds that … Read more

Bharat Forge Stock: Defence Orders and US-India Trade Deal See Brokers Up Targets

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A 102% surge in defence revenue and Rs 11,130 crore executable order book offset margin pressure from tariffs as brokers upgrade ratings on multi-year growth visibility Bharat Forge is riding a defence-driven growth wave that is fundamentally reshaping its earnings profile. The auto ancillary and forging major delivered consolidated revenue of Rs 4,343 crore in … Read more

Apollo Hospitals Stock: HealthCo Demerger and 1,500-Bed Expansion Drive Multi-Year Growth

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Strong Q3 performance and strategic restructuring push brokerages to maintain buy ratings with 20% upside as hospital margins hit 24.8% and pharmacy business nears breakeven Apollo Hospitals Enterprise is executing a transformation that goes well beyond quarterly earnings beats. India’s largest hospital chain delivered a consolidated EBITDA of Rs 9.7 billion in the third quarter … Read more

Infosys Has a New AI Playbook

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Infosys tells investors exactly how it plans to win the AI era – and analysts reckon the upside case is good Infosys held its AI Investor Day recently, and the message from management was unambiguous: it’s not another technology cycle to be managed, but a shift that the company intends to lead. Management sized the … Read more

Torrent Pharma Stock: A Strong Quarter

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Torrent Pharma delivered a textbook quarter — revenues up 18 per cent year-on-year to Rs 33 billion, profits climbing 26 per cent to Rs 6.4 billion, and EBITDA margins nudging up 40 basis points to 32.9 per cent. In the ordinary course of business, that would have been the headline. But this is no ordinary … Read more

Britannia Industries Stock: Brokers See Up to 21% Upside as New CEO Bets Big on Brands

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A GST-driven margin surprise and accelerating sales has brokerages agree the growth story has legs Britannia Industries is back in a sweet spot. The country’s largest biscuit maker delivered a margin performance in Q3FY26 that surprised even optimistic analysts, while a new chief executive has arrived with an ambitious agenda of brand investment, inorganic acquisitions, … Read more

IPCA Laboratories Sees Strong Margin Expansion; Brokers See 15-28% Upside

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Pharma major’s 284 bps EBITDA margin gain and Unichem turnaround strategy draw bullish analyst calls  IPCA Laboratories has emerged as a growth story in India’s pharmaceutical sector with two leading brokerages issuing buy recommendations following the company’s third-quarter performance that showcased margin expansion even as revenue growth remained modest. The Mumbai-based drugmaker’s ability to expand … Read more

Can Indian IT Stocks Survive The AI Era?

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With Nifty IT down 15% in a month and FCF yields at crisis levels, analysts ask: Is this a Kodak moment or a generational buying opportunity? The question haunting Dalal Street’s technology corner isn’t whether AI will disrupt Indian IT services. It’s whether the disruption has already been priced in — and then some. The … Read more

This Jewellery Firm Has Grown Revenues at 50% This Quarter

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A 50% revenue surge and 400% profit jump have made analysts sit up and take notice When a mid-cap jewellery stock delivers revenue growth of 50% and profit growth north of 400% in a single quarter, you’d expect analysts to be tripping over themselves. Senco Gold’s Q3FY26 results has driven BOB Capital Markets which has … Read more

Lupin’s US Generics Juggernaut Delivers Another Nice Quarter — But Can the Magic Last?

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Lupin has delivered the goods this quarter. When a pharmaceutical company beats estimates across revenue, margins, and profit in a single quarter, investors tend to sit up. When it does so by margins wide enough to force analysts to revise their numbers upward, the question shifts from “is this good?” to “is this sustainable?” Lupin … Read more